Laurie Kaufmann signed The Dr Miriam and Sheldon G Adelson Educational Institute's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Dr Miriam and Sheldon G Adelson Educational Institute's EIN is 94-2701113.
Download the official 2023 Form 5500 (PDF) for The Dr Miriam and Sheldon G Adelson Educational Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Dr Miriam and Sheldon G Adelson Educational Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Provider | Nondisclosure info |
|---|---|
| NATIONWIDE | SCHEDULE C FEE AND COMMISSION DETAILS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AmFds 2040 Trgt Dt Rtrmt | Mutual Funds | — | — | $855K | 9.4% | |
| American Funds AmFds 2045 Trgt Dt Rtrmt | Mutual Funds | — | — | $804K | 8.8% | |
| American Funds AmFds 2050 Trgt Dt Rtrmt | Mutual Funds | — | — | $727K | 8.0% | |
| American Funds AmFds 2035 Trgt Dt Rtrmt | Mutual Funds | — | — | $638K | 7.0% | |
| American Funds AmFds 2030 Trgt Dt Rtrmt | Mutual Funds | — | — | $608K | 6.7% | |
| American Funds AmFds 2025 Trgt Dt Rtrmt | Mutual Funds | — | — | $494K | 5.4% | |
| AB Global AB Large Cap Growth I | Other securities | — | — | $341K | 3.8% | |
| American Funds AmFds 2060 Trgt Dt Rtrmt | Mutual Funds | — | — | $313K | 3.4% | |
| Vanguard 500 Index Fund AS | Common Collective Trusts | — | — | $296K | 3.3% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $248K | 2.7% | |
| Legg Mason LeggM ClearBridge App | Other securities | — | — | $223K | 2.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $221K | 2.4% | |
| American Funds AmFds 2010 Trgt Dt Rtrmt ** 352 * American Funds AmFds 2015 Trgt Dt Rtrmt | Mutual Funds | — | — | $184K | 2.0% | |
| Vanguard LT Treasury Index Adml | Mutual Funds | — | — | $159K | 1.7% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $136K | 1.5% | |
| Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps | Other securities | — | — | $115K | 1.3% | |
| Nationwide Financial Services NW Intl Index R6 ** 513 * Nationwide Financial Services NW Loomis All Cap Growth R6 | Other securities | — | — | $115K | 1.3% | |
| Fidelity US Bond Index A | Mutual Funds | — | — | $108K | 1.2% | |
| Dodge & Cox Dodge & Cox International Stock | Mutual Funds | — | — | $108K | 1.2% | |
| American Funds AmFds 2055 Trgt Dt Rtrmt | Mutual Funds | — | — | $108K | 1.2% | |
| Fidelity International Index | Mutual Funds | — | — | $107K | 1.2% | |
| JPMorgan Large Cap Growth Fund * JP Morgan Class R6 | Other securities | — | — | $98K | 1.1% | |
| Avantis US Large Cap Val Inst | Other securities | — | — | $96K | 1.1% | |
| JP Morgan JPMorgan Equity Income R5 | Other securities | — | — | $94K | 1.0% | |
| Dimensional Fund Advisors DFA Emerging Market Cor Eq Inst | Mutual Funds | — | — | $93K | 1.0% | |
| Federated Hermes Fed Hrms Gov Oblgtns Prmr | Other securities | — | — | $92K | 1.0% | |
| Delaware Funds DE Small Cap Val Inst | Other securities | — | — | $91K | 1.0% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $90K | 1.0% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth I Fund | Other securities | — | — | $88K | 1.0% | |
| BlackRock EQ Dividend Inst | Other securities | — | — | $87K | 1.0% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $83K | 0.9% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $78K | 0.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $74K | 0.8% | |
| Nationwide Financial Services NW Midcap Market Index R6 | Other securities | — | — | $73K | 0.8% | |
| Invesco Developing Mkt Fund Class Y | Mutual Funds | — | — | $64K | 0.7% | |
| Notes receivable from participants 9.50%, maturities through April 2039 - | Bonds / Notes | — | — | $64K | 0.7% | |
| PIMCO Real Return Inst | Mutual Funds | — | — | $61K | 0.7% | |
| BNY Mellon BNY Mellon Global Stock I | Other securities | — | — | $61K | 0.7% | |
| BlackRock Hi Yld Bd Port K | Other securities | — | — | $60K | 0.7% | |
| Diamond Hills Diamond Hill Mid Cap Fund | Other securities | — | — | $54K | 0.6% | |
| MFS Investment MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $54K | 0.6% | |
| Principal Global Real Estate Fund R6 | Other securities | — | — | $52K | 0.6% | |
| Virtus Seix High Yield I | Other securities | — | — | $48K | 0.5% | |
| Delaware Funds DE Ivy Small Cap Growth I | Other securities | — | — | $44K | 0.5% | |
| BlackRock Total Return K | Other securities | — | — | $43K | 0.5% | |
| Legal & General Commodity Strategy * LGIM America Fund - Institut | Other securities | — | — | $39K | 0.4% | |
| Virtus Crdex Midcap Val Eq I | Other securities | — | — | $38K | 0.4% | |
| Vanguard Explorer Adml | Mutual Funds | — | — | $32K | 0.4% | |
| American Funds AmFds 2020 Trgt Dt Rtrmt | Mutual Funds | — | — | $31K | 0.3% | |
| PIMCO Emerging Mkt Bond Fund Inst ** 605 * PIMCO Income Inst | U.S. Treasuries | — | — | $31K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
