Oregon State University Foundation's EIN is 93-6022772.
Download the official 2024 Form 5500 (PDF) for Oregon State University Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oregon State University Foundation's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $845 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Large-Cap GR Idx Instl | Common Collective Trusts | — | — | $7.4M | 15.0% | |
| Vanguard Target Retirement 2070 Fund ** 402 Vanguard 500 Index FD ADM | Common Collective Trusts | — | — | $7.2M | 14.6% | |
| Vanguard Mid Cap Index FD ADM | Mutual Funds | — | — | $4.7M | 9.6% | |
| MFS Intl Diversification CL R6 | Mutual Funds | — | — | $4.5M | 9.2% | |
| Vanguard Equity Income FD Admiral SHS | Mutual Funds | — | — | $4.5M | 9.0% | |
| JPMorgan Core Plus BD R6 | Other securities | — | — | $4.0M | 8.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.2M | 6.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.8M | 3.7% | |
| Lord Abbett Short Dur Income CL R6 | Mutual Funds | — | — | $1.8M | 3.6% | |
| Vanguard Small Cap Growth Index ADMI | Mutual Funds | — | — | $1.4M | 2.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.4M | 2.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.3M | 2.6% | |
| Vanguard Small Cap Value Index ADMIR | Mutual Funds | — | — | $1.1M | 2.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.1M | 2.1% | |
| Dodge & Cox Balanced FD | Mutual Funds | — | — | $795K | 1.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $680K | 1.4% | |
| Vanguard Mid Cap Growth Index ADMI | Mutual Funds | — | — | $632K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $496K | 1.0% | |
| Cash equivalents * Schwab Retirement Govt Money Fund | Mutual Funds | — | — | $452K | 0.9% | |
| Registered investment companies Cohen & Steers Realty Shares | Other securities | — | — | $285K | 0.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $274K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $161K | 0.3% | |
| Vanguard Target Retirement INCM INV | Mutual Funds | — | — | $152K | 0.3% | |
| PIMCO INCM FD INST CL | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
