Gretchen Howell signed Pacific Lutheran University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Lutheran University's EIN is 91-0565571.
Download the official 2024 Form 5500 (PDF) for Pacific Lutheran University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Lutheran University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC | 20-0361079 | — | NONE | $33K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $5K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Contract – Nonbenefit-Responsive | Mutual Funds | — | — | $50.5M | 21.0% | |
| Variable Annuity Accounts CREF Stock R2 31,956 Units | Mutual Funds | — | $32K | $29.1M | 12.1% | |
| Vanguard Inst Idx Inst 42,124 Shares | Common Collective Trusts | — | $42K | $20.2M | 8.4% | |
| CREF Stock R4 14,558 Shares | Mutual Funds | — | $15K | $13.4M | 5.6% | |
| TRowe Price Retirement 2040 I 371,022 Shares | Mutual Funds | — | $371K | $11.3M | 4.7% | |
| TRowe Price Retirement 2045 I 384,152 Shares | Mutual Funds | — | $384K | $8.6M | 3.6% | |
| TRowe Price Retirement 2035 I 377,356 Shares | Mutual Funds | — | $377K | $7.9M | 3.3% | |
| CREF Social Choice R4 18,750 Shares | Mutual Funds | — | $19K | $7.0M | 2.9% | |
| TIAA Traditional Annuity Contract – Fully Benefit-Responsive | Mutual Funds | — | — | $6.7M | 2.8% | |
| TRowe Price Retirement 2050 I 348,365 Shares | Mutual Funds | — | $348K | $6.6M | 2.7% | |
| CREF Social Choice R2 17,602 Units | Mutual Funds | — | $18K | $6.5M | 2.7% | |
| Vanguard Extended Mkt Idx Inst 44,166 Shares | Common Collective Trusts | — | $44K | $6.4M | 2.6% | |
| TRowe Price Retirement 2030 I 216,390 Shares | Mutual Funds | — | $216K | $5.5M | 2.3% | |
| American EuroPac Growth R6 91,276 Shares | Mutual Funds | — | $91K | $4.9M | 2.0% | |
| CREF Growth R2 9,158 Units | Mutual Funds | — | $9K | $4.8M | 2.0% | |
| Vanguard Ttl Bd Mkt Idx Adm 485,996 Shares | Common Collective Trusts | — | $486K | $4.6M | 1.9% | |
| Vanguard Ttl Intl Stk Idx Adm 139,633 Shares | Common Collective Trusts | — | $140K | $4.4M | 1.8% | |
| JP Morgan Large Cap Growth R6 50,627 Shares | Other securities | — | $51K | $4.2M | 1.8% | |
| CREF Equity Index R2 7,875 Units | Common Collective Trusts | — | $8K | $4.0M | 1.7% | |
| TRowe Price Retirement 2025 I 213,489 Shares | Mutual Funds | — | $213K | $3.5M | 1.5% | |
| TRowe Price Retirement 2020 I 187,887 Shares | Mutual Funds | — | $188K | $3.5M | 1.5% | |
| MFS Value Fund Class R6 71,050 Shares | Mutual Funds | — | $71K | $3.4M | 1.4% | |
| CREF Global Equities R2 8,710 Units | Mutual Funds | — | $9K | $3.0M | 1.3% | |
| Vanguard Real Estate Idx Adm 23,283 Shares | Common Collective Trusts | — | $23K | $2.9M | 1.2% | |
| PGIM Total Return Bond R6 185,641 Shares | Other securities | — | $186K | $2.2M | 0.9% | |
| Vanguard S-T Inf Pro Sec Idx Adm 78,091 Shares | Common Collective Trusts | — | $78K | $1.9M | 0.8% | |
| Northern Small Cap Value Fund 138,896 Shares | Other securities | — | $139K | $1.8M | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $4K | $1.8M | 0.7% | |
| TRowe Price Retirement 2055 I 87,243 Shares | Mutual Funds | — | $87K | $1.7M | 0.7% | |
| TRowe Price Retirement 2015 I 133,974 Shares | Mutual Funds | — | $134K | $1.7M | 0.7% | |
| CREF Money Market R2 56,086 Units | Mutual Funds | — | $56K | $1.7M | 0.7% | |
| Vanguard Federal Money Mkt Inv 1,433,627 Shares | Mutual Funds | — | $1.4M | $1.4M | 0.6% | |
| Conestoga Small Cap Instl 8,910 Shares | Other securities | — | $9K | $708K | 0.3% | |
| TRowe Price Retirement 2060 I 41,474 Shares | Mutual Funds | — | $41K | $688K | 0.3% | |
| CREF Core Bond R2 3,681 Units | Mutual Funds | — | $4K | $493K | 0.2% | |
| CREF Inflation-Linked Bond R2 4,210 Units | Mutual Funds | — | $4K | $355K | 0.1% | |
| TRowe Price Retirement 2010 I 22,959 Shares | Mutual Funds | — | $23K | $348K | 0.1% | |
| DFA Intl Small Company I 6,817 Shares | Mutual Funds | — | $7K | $132K | <0.1% | |
| TRowe Price Retirement 2005 I 9,949 Shares | Mutual Funds | — | $10K | $119K | <0.1% | |
| TRowe Price Retirement 2065 I 855 Shares | Mutual Funds | — | — | $11K | <0.1% | |
| DFA World Ex US Value Inst 436 Shares | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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