Ranjit KAUR signed San Jose State University Research Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
San Jose State University Research Foundation's EIN is 94-6017638.
Download the official 2024 Form 5500 (PDF) for San Jose State University Research Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)San Jose State University Research Foundation'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 | $98K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 Registered investment co. | Mutual Funds | — | — | $20.3M | 16.3% | |
| CREF Growth R2 Registered investment co. | Mutual Funds | — | — | $16.1M | 13.0% | |
| TIAA Traditional Non Benefit Responsive Insurance Company General Account | Mutual Funds | — | — | $15.5M | 12.4% | |
| CREF Global Equities R2 Registered investment co. | Mutual Funds | — | — | $8.7M | 7.0% | |
| CREF Equity Index R2 Registered investment co. | Common Collective Trusts | — | — | $8.3M | 6.7% | |
| TIAA Traditional Benefit Responsive Insurance Company General Account | Mutual Funds | — | — | $6.4M | 5.1% | |
| TRowe Price Retirement I 2040 I Registered investment co. | Mutual Funds | — | — | $5.1M | 4.1% | |
| CREF Social Choice R2 Registered investment co. | Mutual Funds | — | — | $4.4M | 3.5% | |
| Vanguard 500 Idx Adm Registered investment co. | Common Collective Trusts | — | — | $4.0M | 3.2% | |
| CREF Core Bond R2 Registered investment co. | Mutual Funds | — | — | $3.3M | 2.7% | |
| TIAA Traditional Non Benefit Responsive 2 Insurance Company General Account | Mutual Funds | — | — | $2.3M | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 1.8% | |
| JPMorgan Equity Inc Fd Cla R6 Registered investment co. | Common Stocks | — | — | $2.0M | 1.6% | |
| CREF Money Market R2 Registered investment co. | Mutual Funds | — | — | $1.8M | 1.4% | |
| TRowe Price Retirement I 2035 I Registered investment co. | Mutual Funds | — | — | $1.7M | 1.4% | |
| MFS Mid Cap Value Class R6 Registered investment co. | Mutual Funds | — | — | $1.6M | 1.3% | |
| American EuroPac Growth R6 Registered investment co. | Common Stocks | — | — | $1.5M | 1.2% | |
| TRowe Price Retirement I 2010 I Registered investment co. | Mutual Funds | — | — | $1.5M | 1.2% | |
| Carillon Eagle Mid Cap Grw R6 Registered investment co. | Common Stocks | — | — | $1.5M | 1.2% | |
| TRowe Price Retirement I 2045 I Registered investment co. | Mutual Funds | — | — | $1.4M | 1.1% | |
| JPMorgan Large Cap Growth R6 Registered investment co. | Common Stocks | — | — | $1.3M | 1.1% | |
| CREF Stock R4 Registered investment co. | Mutual Funds | — | — | $1.3M | 1.1% | |
| Nuveen Internatl Eq Idx R6 Registered investment co. | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| CREF Inflation-Linked Bond R2 Registered investment co. | Mutual Funds | — | — | $1.3M | 1.0% | |
| TRowe Price Retirement I 2025 I Registered investment co. | Mutual Funds | — | — | $1.2M | 1.0% | |
| TRowe Price Retirement I 2020 I Registered investment co. | Mutual Funds | — | — | $1.0M | 0.8% | |
| TRowe Price Retirement I 2055 I Registered investment co. | Mutual Funds | — | — | $1.0M | 0.8% | |
| TRowe Price Retirement I 2050 I Registered investment co. | Mutual Funds | — | — | $1.0M | 0.8% | |
| TRowe Price Retirement I 2030 I Registered investment co. | Mutual Funds | — | — | $878K | 0.7% | |
| Loomis Sayles Sm Cap Growth N Registered investment co. | Common Stocks | — | — | $852K | 0.7% | |
| Vanguard Ttl Bd Mkt Idx Adm Registered investment co. | Common Collective Trusts | — | — | $733K | 0.6% | |
| Vanguard Extended Mkt Idx Adm Registered investment co. | Common Collective Trusts | — | — | $708K | 0.6% | |
| TRowe Price Retirement I 2060 I Registered investment co. | Mutual Funds | — | — | $684K | 0.5% | |
| Nuveen Money Market R6 Registered investment co. | Mutual Funds | — | — | $555K | 0.4% | |
| PGIM Total Return Bond R6 Registered investment co. | Common Stocks | — | — | $338K | 0.3% | |
| CREF Social Choice R4 Registered investment co. | Mutual Funds | — | — | $281K | 0.2% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $195K | 0.2% | |
| American Beacon Sm Cp Val R5 Registered investment co. | Common Stocks | — | — | $128K | 0.1% | |
| TRowe Price Retirement I 2015 I Registered investment co. | Mutual Funds | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
