Linfield University's EIN is 93-0391586.
Download the official 2024 Form 5500 (PDF) for Linfield University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Linfield 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 | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC. | 20-0361079 | — | NONE | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VALIC Short Term Fixed Account - Nonbenefit-Responsive 150 * TIAA-CREF TIAA Traditional Annuity Nonbenefit-Responsive | Mutual Funds | — | — | $20.9M | 15.4% | |
| TIAA-CREF Nuveen Lfcyle Idx 2035-Inst 333,387 Shares | Common Collective Trusts | — | $333K | $8.9M | 6.6% | |
| Variable Annuity Accounts * CREF Stock R2 9,535 Units | Mutual Funds | — | $10K | $8.7M | 6.4% | |
| CREF Stock R4 7,982 Units | Mutual Funds | — | $8K | $7.3M | 5.4% | |
| Vanguard Institutional Index 13,852 Shares | Mutual Funds | — | $14K | $6.6M | 4.9% | |
| TIAA-CREF TIAA Traditional Annuity Fully Benefit-Responsive | Mutual Funds | — | — | $6.6M | 4.9% | |
| TIAA-CREF Nuveen Lfcyle Idx 2030-Inst 267,542 Shares | Common Collective Trusts | — | $268K | $6.5M | 4.8% | |
| TIAA-CREF Nuveen Lfcyle Idx 2025-Inst 246,840 Shares | Common Collective Trusts | — | $247K | $5.3M | 3.9% | |
| TIAA-CREF Nuveen Lfcyle Idx 2045-Inst 164,707 Shares | Common Collective Trusts | — | $165K | $5.1M | 3.8% | |
| Vanguard Total Bond Market Index 348,630 Shares | Mutual Funds | — | $349K | $3.3M | 2.4% | |
| American Funds EuroPacific Growth Fund R6 59,832 Shares | Mutual Funds | — | $60K | $3.2M | 2.4% | |
| Vanguard Extended Mkt Index 20,272 Shares | Mutual Funds | — | $20K | $2.9M | 2.2% | |
| CREF Global Equities R2 7,687 Units | Mutual Funds | — | $8K | $2.7M | 2.0% | |
| s * TIAA-CREF Nuveen Social Choice Equity-Inst 98,909 Shares | Mutual Funds | — | $99K | $2.6M | 1.9% | |
| TIAA-CREF Nuveen Lfcyle Idx 2015-Inst 144,870 Shares | Common Collective Trusts | — | $145K | $2.5M | 1.8% | |
| TIAA-CREF Nuveen Social Choice International Equity-Inst 188,413 Shares | Mutual Funds | — | $188K | $2.4M | 1.8% | |
| TIAA-CREF Nuveen Lfcyle Idx 2020-Inst 124,556 Shares | Common Collective Trusts | — | $125K | $2.3M | 1.7% | |
| CREF Social Choice R4 6,097 Units | Mutual Funds | — | $6K | $2.3M | 1.7% | |
| Cohen & Steers Inst Realty Share 43,801 Shares | Other securities | — | $44K | $2.1M | 1.6% | |
| MFS Value Fund R6 41,682 Shares | Mutual Funds | — | $42K | $2.0M | 1.5% | |
| JPMorgan Large Cap Growth R6 23,953 Shares | Other securities | — | $24K | $2.0M | 1.5% | |
| Baird Core Plus Bond Fund Inst 194,733 Shares | Other securities | — | $195K | $1.9M | 1.4% | |
| American Funds Mid Cap Value Fund R6 114,870 Shares | Mutual Funds | — | $115K | $1.8M | 1.3% | |
| Vanguard Inflation Protect Security 77,794 Shares | Mutual Funds | — | $78K | $1.8M | 1.3% | |
| CREF Equity Index R2 3,342 Units | Common Collective Trusts | — | $3K | $1.7M | 1.3% | |
| TIAA-CREF Nuveen Lfcyle Idx 2050-Inst 54,387 Shares | Common Collective Trusts | — | $54K | $1.7M | 1.3% | |
| CREF Bond Market R2 10,710 Units | Mutual Funds | — | $11K | $1.4M | 1.1% | |
| CREF Social Choice R2 3,811 Units | Mutual Funds | — | $4K | $1.4M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $3K | $1.2M | 0.9% | |
| CREF Growth R2 2,238 Units | Mutual Funds | — | $2K | $1.2M | 0.9% | |
| T Rowe Price Mid Cap Growth I 11,525 Shares | Mutual Funds | — | $12K | $1.2M | 0.9% | |
| Vanguard Total International Stock Index 35,768 Shares | Mutual Funds | — | $36K | $1.1M | 0.8% | |
| TIAA-CREF Nuveen Lfcyle Idx 2010-Inst 62,626 Shares | Common Collective Trusts | — | $63K | $1.0M | 0.8% | |
| Northern Small Cap Value Fund 71,709 Shares | Other securities | — | $72K | $933K | 0.7% | |
| TIAA-CREF Nuveen Lfcyle Idx 2055-Inst 30,009 Shares | Common Collective Trusts | — | $30K | $765K | 0.6% | |
| Vanguard Federal Money Mkt Inv 591,306 Shares | Mutual Funds | — | $591K | $591K | 0.4% | |
| CREF Inflation-Linked Bond R2 6,644 Units | Mutual Funds | — | $7K | $560K | 0.4% | |
| TIAA-CREF Nuveen Lfcyle Idx 2060-Inst 18,084 Shares | Common Collective Trusts | — | $18K | $358K | 0.3% | |
| Notes Receivable From Participants (Due at various dates and rates) | Other securities | — | — | $314K | 0.2% | |
| Fixed Annuity Contracts * Standard Guaranteed insurance contract - Nonbenefit-Responsive | Other securities | — | — | $278K | 0.2% | |
| DFA World Ex US Value Institutional 18,144 Shares | Mutual Funds | — | $18K | $232K | 0.2% | |
| VALIC Fixed Account Plus - Nonbenefit-Responsive | Other securities | — | — | $222K | 0.2% | |
| CREF Money Market R2 7,215 Units | Mutual Funds | — | $7K | $214K | 0.2% | |
| VALIC Moderate Growth Lifestyle 40,145 Units | Other securities | — | $40K | $208K | 0.2% | |
| Conestoga Small Cap Instl 1,654 Shares | Other securities | — | $2K | $132K | <0.1% | |
| VALIC Core Bond Fund 48,780 Units | Other securities | — | $49K | $109K | <0.1% | |
| VALIC Mid Cap Value Fund 6,525 Units | Other securities | — | $7K | $75K | <0.1% | |
| TIAA-CREF Nuveen Lfcyle Idx 2065-Inst 4,476 Shares | Common Collective Trusts | — | $4K | $64K | <0.1% | |
| DFA International Small Company I 2,428 Shares | Mutual Funds | — | $2K | $47K | <0.1% | |
| VALIC Mid Cap Index Fund 840 Units | Common Collective Trusts | — | — | $37K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
