Sandra Henriquez signed Valorus' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valorus' EIN is 94-2800985.
Download the official 2024 Form 5500 (PDF) for Valorus from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valorus' plan includes a 403(b) annuity, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle 2030 Retire | Mutual Funds | — | $475K | $533K | 29.5% | |
| Nuveen Lifecycle 2040 Retire | Mutual Funds | — | $403K | $479K | 26.5% | |
| Nuveen Lifecycle 2025 Retire | Mutual Funds | — | $286K | $319K | 17.6% | |
| Nuveen Lifecycle 2020 Retire | Mutual Funds | — | $189K | $194K | 10.7% | |
| Nuveen Large Cap Resp Eq Rtmt | Mutual Funds | — | $62K | $74K | 4.1% | |
| Nuveen Internatl Equity Retire | Mutual Funds | — | $53K | $63K | 3.5% | |
| Nuveen Lifecycle 2035 Retire | Mutual Funds | — | $37K | $41K | 2.2% | |
| Nuveen Lifecycle 2010 Retire | Mutual Funds | — | $29K | $29K | 1.6% | |
| Nuveen Small Cap Bld Idx Rtmt | Common Collective Trusts | — | $16K | $20K | 1.1% | |
| Nuveen Mid Cap Value Retire | Mutual Funds | — | $16K | $18K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $11K | $11K | 0.6% | |
| Nuveen Lifecycle 2060 Retire | Mutual Funds | — | $7K | $8K | 0.4% | |
| Nuveen Lifecycle 2055 Retire | Mutual Funds | — | $6K | $7K | 0.4% | |
| Nuveen Real Est Sec Sel Rtmt | Mutual Funds | — | $6K | $7K | 0.4% | |
| Nuveen Large Cap Value Retire | Mutual Funds | — | $3K | $3K | 0.2% | |
| Nuveen Core Equity Retirement | Mutual Funds | — | $1K | $1K | <0.1% | |
| Nuveen Quant Sm Cp Eq Retire | Mutual Funds | — | $1K | $1K | <0.1% | |
| Nuveen Large Cap Growth Retire | Mutual Funds | — | $616 | $657 | <0.1% | |
| Nuveen Mid Cap Growth Retire | Mutual Funds | — | $576 | $614 | <0.1% | |
| Nuveen Core Plus Bond Retire | Mutual Funds | — | $0 | $0 | <0.1% | |
| Nuveen Money Market Retirement | Mutual Funds | — | $0 | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
