Jordan Sharp signed Fresno Pacific University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fresno Pacific University's EIN is 94-1021164.
Download the official 2024 Form 5500 (PDF) for Fresno Pacific University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fresno Pacific University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC. | 20-0361079 | — | ADVISOR | $16K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 9,589.297 units | Mutual Funds | — | — | $8.7M | 16.4% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $7.8M | 14.6% | |
| College Retirement Equities Fund variable annuities CREF Growth R2 | Mutual Funds | — | — | $5.8M | 10.8% | |
| CREF Social Choice R2 9,150.952 units | Mutual Funds | — | — | $3.4M | 6.3% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $2.1M | 3.9% | |
| CREF Global Equities R2 4,923.653 units | Mutual Funds | — | — | $1.7M | 3.2% | |
| Vanguard Ttl Stk Mkt Idx Adm 9,630.342 shares | Common Collective Trusts | — | — | $1.4M | 2.5% | |
| College Retirement Equities Fund variable annuities Praxis Value Index Class I | Other securities | — | — | $1.1M | 2.1% | |
| TIAA-CREF Lifecycle Index 2040 35,878.750 shares | Mutual Funds | — | — | $1.1M | 2.0% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R2 | Common Collective Trusts | — | — | $971K | 1.8% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 | Mutual Funds | — | — | $968K | 1.8% | |
| TIAA-CREF Lifecycle Index 2035 35,762.500 shares | Mutual Funds | — | — | $957K | 1.8% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 | Mutual Funds | — | — | $928K | 1.7% | |
| Vanguard Ttl Intl Stk Idx Adm 27,691.990 shares | Common Collective Trusts | — | — | $878K | 1.6% | |
| TIAA-CREF Nuveen Intl Resp Equity R6 61,974.900 shares | Mutual Funds | — | — | $801K | 1.5% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R2 | Mutual Funds | — | — | $770K | 1.4% | |
| JP Morgan JPMorgan Equity Inc Fd Cla R6 32,105.880 shares | Common Stocks | — | — | $769K | 1.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 | Mutual Funds | — | — | $737K | 1.4% | |
| Vanguard Ttl Bd Mkt Idx Adm 77,444.490 shares | Common Collective Trusts | — | — | $734K | 1.4% | |
| TIAA-CREF Lifecycle Index 2055 25,613.290 shares | Mutual Funds | — | — | $653K | 1.2% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 | Mutual Funds | — | — | $625K | 1.2% | |
| College Retirement Equities Fund variable annuities Harbor Capital Appreciation Rt | Other securities | — | — | $603K | 1.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T3 | Mutual Funds | — | — | $589K | 1.1% | |
| TIAA Access Lg-Cap Val T3 7,086.579 units | Mutual Funds | — | — | $559K | 1.0% | |
| TIAA-CREF Lifecycle Index 2020 29,378.460 shares | Mutual Funds | — | — | $554K | 1.0% | |
| College Retirement Equities Fund variable annuities Northern Small Cap Value Fund | Other securities | — | — | $551K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $537K | 1.0% | |
| College Retirement Equities Fund variable annuities Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $491K | 0.9% | |
| College Retirement Equities Fund variable annuities Conestoga Small Cap Instl | Other securities | — | — | $456K | 0.9% | |
| CREF Money Market R2 14,893.410 units | Mutual Funds | — | — | $441K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T3 | Mutual Funds | — | — | $356K | 0.7% | |
| TIAA Access Lifecycle 2035 T3 3,794.554 units | Mutual Funds | — | — | $270K | 0.5% | |
| Praxis Growth Index Class I 5,235.123 shares | Other securities | — | — | $257K | 0.5% | |
| TIAA Access Mid-Cap Val T3 3,231.337 units | Mutual Funds | — | — | $254K | 0.5% | |
| CREF Inflation-Linked Bond R2 2,942.317 units | Mutual Funds | — | — | $248K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T3 | Mutual Funds | — | — | $247K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T3 | Mutual Funds | — | — | $242K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Money Mkt T3 | Mutual Funds | — | — | $241K | 0.5% | |
| TIAA-CREF Core Plus Bond-Inst 24,875.270 shares | Mutual Funds | — | — | $226K | 0.4% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $216K | 0.4% | |
| TIAA-CREF Lifecycle Index 2060 10,618.040 shares | Mutual Funds | — | — | $210K | 0.4% | |
| TIAA Access Nuv LgCp Res Eq T3 1,689.274 units | Mutual Funds | — | — | $199K | 0.4% | |
| Participant loans Interest rates 4.25% to 9.5% | Bonds / Notes | — | — | $176K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T3 | Mutual Funds | — | — | $165K | 0.3% | |
| TIAA-CREF Lifecycle Index 2015 9,160.618 shares | Mutual Funds | — | — | $156K | 0.3% | |
| Praxis International Index I 11,777.810 shares | Other securities | — | — | $151K | 0.3% | |
| TIAA Access Lifecycle 2020 T3 2,435.973 units | Mutual Funds | — | — | $147K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T3 | Mutual Funds | — | — | $141K | 0.3% | |
| DFA International Small Co 7,204.068 shares | Mutual Funds | — | — | $140K | 0.3% | |
| College Retirement Equities Fund variable annuities Praxis Impact Bond I | U.S. Treasuries | — | — | $136K | 0.3% |
