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Original filing (PDF)20251015002421NAL0001855939001
BIOLA UNIVERSITY, INC.
Form 5500
FILING_RECEIVED
BIOLA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,257
Accounts w/ balance
1,206
Plan assets (EOY)
$197.6M
Net assets (EOY)
$197.6M
How this plan invests
This plan
1 pooled trust
Schedule D
211 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIOLA UNIVERSITY, INC..
Plan sponsor
Name
BIOLA UNIVERSITY, INC.
EIN
95-0549600
Address
13800 BIOLA AVENUE · LA MIRADA, CA · 906390002
Phone
(562) 903-6000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FARBER HASS HURLEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $119K | — |
Investments
207 direct securities · 1 pooled fund· $197.5M(100% of reported assets)
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.
Uncategorized
$197.1M
207 holdings
Pooled Separate Account
$403K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Financial Grp Trust Fidelity 500 Index | — | — | — | $20.4M | 10.3% | |
| contract loan reserves | — | — | — | $11.6M | 5.9% | |
| TIAA and CREF TIAA Traditional Annuity - Non-FBR *** | — | — | — | $8.3M | 4.2% | |
| Lincoln Financial Grp Trust American Funds 2045 Target Date Retirement | — | — | — | $8.0M | 4.0% | |
| TIAA and CREF Stock | — | — | — | $7.7M | 3.9% | |
| Lincoln Financial Grp Trust American Funds 2035 Target Date Retirement | — | — | — | $7.7M | 3.9% | |
| Lincoln Financial Grp Trust American Funds 2040 Target Date Retirement | — | — | — | $7.5M | 3.8% | |
| Lincoln Financial Grp Trust Schwab Self Directed Brokerage Acct. | — | — | — | $6.9M | 3.5% | |
| Lincoln Financial Grp Trust American Funds American Mutual Class R6 | — | — | — | $5.7M | 2.9% | |
| Lincoln Financial Grp Trust American Funds 2050 Target Date Retirement | — | — | — | $5.7M | 2.9% | |
| Lincoln Financial Grp Trust T. Rowe Price Growth Stock | — | — | — | $5.6M | 2.8% | |
| Lincoln Financial Grp Trust American Funds 2025 Target Date Retirement | — | — | — | $5.2M | 2.6% | |
| TIAA and CREF Growth | — | — | — | $5.1M | 2.6% | |
| Lincoln Financial Grp Trust Eaton Vance Atlanta Capital Smid Cap Class A | — | — | — | $4.6M | 2.3% | |
| Lincoln Financial Grp Trust American Funds 2030 Target Date Retirement | — | — | — | $4.4M | 2.2% | |
| Lincoln Financial Grp Trust Dodge & Cox Income | — | — | — | $4.2M | 2.1% | |
| Lincoln Financial Grp Trust Lincoln Financial Group Stable Value Account | — | — | — | $4.1M | 2.1% | |
| Lincoln Financial Grp Trust American Funds 2020 Target Date Retirement | — | — | — | $4.0M | 2.0% | |
| Lincoln Financial Grp Trust American Funds 2055 Target Date Retirement | — | — | — | $3.4M | 1.7% | |
| Lincoln Financial Grp Trust American Funds New Perspective Class R6 | — | — | — | $3.1M | 1.6% | |
| Fidelity Mgmt. Trust Co. FID BLUE CHIP GR | — | — | — | $2.5M | 1.2% | |
| Lincoln Financial Grp Trust Victory Sycamore Established Value Class R | — | — | — | $2.4M | 1.2% | |
| Fidelity Mgmt. Trust Co. FID GROWTH COMPANY | — | — | — | $2.3M | 1.2% | |
| Fidelity Mgmt. Trust Co. FID TOTAL MKT IDX | — | — | — | $2.2M | 1.1% | |
| Lincoln Financial Grp Trust American Funds Small Cap World Class R6 | — | — | — | $2.0M | 1.0% | |
| Lincoln Financial Grp Trust Neuberger Berman Real Estate Class R6 | — | — | — | $1.7M | 0.9% | |
| Fidelity Mgmt. Trust Co. FID MAGELLAN | — | — | — | $1.7M | 0.9% | |
| Lincoln Financial Grp Trust Fidelity International Index | — | — | — | $1.7M | 0.8% | |
| Lincoln Financial Grp Trust American Funds Europacific Growth Class R6 | — | — | — | $1.6M | 0.8% | |
| TIAA and CREF Global Equities | — | — | — | $1.6M | 0.8% | |
| TIAA and CREF Equity Index | — | — | — | $1.6M | 0.8% | |
| Lincoln National Life Ins. Co. American Funds Growth | — | — | — | $1.6M | 0.8% | |
| Lincoln Financial Grp Trust Fidelity Mid Cap Index | — | — | — | $1.5M | 0.8% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2040 K | — | — | — | $1.5M | 0.8% | |
| Fidelity Mgmt. Trust Co. FID 500 INDEX | — | — | — | $1.4M | 0.7% | |
| Lincoln Financial Grp Trust Victory Sycamore Small Company | — | — | — | $1.4M | 0.7% | |
| Lincoln Financial Grp Trust American Funds New World Class R6 | — | — | — | $1.4M | 0.7% | |
| Lincoln Financial Grp Trust JP Morgan Small Cap Growth Class R6 | — | — | — | $1.3M | 0.7% | |
| Lincoln National Life Ins. Co. Lvip Diversified Floating Rate Macquarie ** 499 * Lincoln National Life Ins. Co. Lvip Dimensional U.S. Core Equity 1 | — | — | — | $1.3M | 0.7% | |
| Lincoln Financial Grp Trust American Funds 2060 Target Date Retirement | — | — | — | $1.2M | 0.6% | |
| Lincoln Financial Grp Trust Fidelity Small Cap Index | — | — | — | $1.2M | 0.6% | |
| Lincoln National Life Ins. Co. Fidelity Vip Freedom Target Date 2055 ** 822 * Lincoln National Life Ins. Co. Fidelity Vip Growth | — | — | — | $1.1M | 0.6% | |
| Lincoln Financial Grp Trust American Funds 2015 Target Date Retirement | — | — | — | $1.1M | 0.5% | |
| Participant Loans 4.25% - 9.50% -0- | — | — | — | $1.0M | 0.5% | |
| Fidelity Mgmt. Trust Co. FID DIVIDEND GR | — | — | — | $1.0M | 0.5% | |
| Lincoln National Life Ins. Co. Lvip SSGA International Mngd VLTITY ** 668 * Lincoln National Life Ins. Co. Lvip SSGA S&P 500 Index | — | — | — | $984K | 0.5% | |
| Fidelity Mgmt. Trust Co. FID CONTRAFUND | — | — | — | $959K | 0.5% | |
| Lincoln National Life Ins. Co. Lvip Social Awareness | — | — | — | $887K | 0.4% | |
| TIAA and CREF Money Market | — | — | — | $852K | 0.4% | |
| Investments - * Lincoln Financial Grp Trust Vanguard Wellesley Income Admiral Shares | — | — | — | $851K | 0.4% | |
| Lincoln National Life Ins. Co. Lvip Value Series | — | — | — | $790K | 0.4% | |
| Lincoln National Life Ins. Co. American Funds Global Growth | — | — | — | $788K | 0.4% | |
| Lincoln National Life Ins. Co. DWS Alternative Asset Allocation Vip ** 334 * Lincoln National Life Ins. Co. Fidelity Vip Contrafund | — | — | — | $623K | 0.3% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2045 K | — | — | — | $587K | 0.3% | |
| Investments - * Fidelity Mgmt. Trust Co. FID SEL SEMICONDUCT | — | — | — | $576K | 0.3% | |
| TIAA and CREF Bond Market | — | — | — | $554K | 0.3% | |
| Fidelity Mgmt. Trust Co. FID GROWTH & INC | — | — | — | $554K | 0.3% | |
| TIAA and CREF Social Choice | — | — | — | $540K | 0.3% | |
| TIAA and CREF TIAA Traditional - Benefit Responsive | — | — | — | $522K | 0.3% | |
| Fidelity Mgmt. Trust Co. FID OTC PORTFOLIO | — | — | — | $515K | 0.3% | |
| Lincoln National Life Ins. Co. MFS Utilities | — | — | — | $513K | 0.3% | |
| Lincoln Financial Grp Trust American Funds American Balanced Class R6 | — | — | — | $478K | 0.2% | |
| Fidelity Mgmt. Trust Co. FID GOVT MMRK PRM | — | — | — | $471K | 0.2% | |
| Lincoln Financial Grp Trust Vanguard Total Bond Market Index Admiral | — | — | — | $435K | 0.2% | |
| Fidelity Mgmt. Trust Co. FID SEL HEALTHCARE | — | — | — | $431K | 0.2% | |
| TIAA REAL ESTATE TIAA-CREFF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $403K | 0.2% | |
| Lincoln National Life Ins. Co. American Funds Growth-Income | — | — | — | $390K | 0.2% | |
| Lincoln National Life Ins. Co. Lvip Mid Cap Value Fund | — | — | — | $370K | 0.2% | |
| Lincoln National Life Ins. Co. Lvip Small Cap Value | — | — | — | $361K | 0.2% | |
| TIAA and CREF Inflation-Linked Bond | — | — | — | $347K | 0.2% | |
| Lincoln National Life Ins. Co. Fidelity Vip Freedom Target Date 2020 | — | — | — | $335K | 0.2% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2050 K | — | — | — | $333K | 0.2% | |
| Fidelity Mgmt. Trust Co. FID BALANCED | — | — | — | $318K | 0.2% | |
| Lincoln National Life Ins. Co. Blackrock Global Allocation | — | — | — | $290K | 0.1% | |
| Matrix Trust Co. Franklin Growth A | — | — | — | $277K | 0.1% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2035 K | — | — | — | $276K | 0.1% | |
| Fidelity Mgmt. Trust Co. FID VALUE | — | — | — | $272K | 0.1% | |
| Lincoln National Life Ins. Co. Lvip Baron Growth Opportunities | — | — | — | $262K | 0.1% | |
| Fidelity Mgmt. Trust Co. FID MID CAP STOCK | — | — | — | $257K | 0.1% | |
| Fidelity Mgmt. Trust Co. FID OVERSEAS | — | — | — | $254K | 0.1% | |
| Lincoln National Life Ins. Co. Lvip Blended Mid Cap MNGD Vltlty ** 743 * Lincoln National Life Ins. Co. Lvip Mondrian International Value | — | — | — | $252K | 0.1% | |
| Lincoln National Life Ins. Co. Lvip T Rowe Price Structured Mid Cap | — | — | — | $252K | 0.1% | |
| Lincoln Financial Grp Trust Janus Henderson Balanced Class I | — | — | — | $246K | 0.1% | |
| Fidelity Mgmt. Trust Co. FID GOVT MMKT | — | — | — | $242K | 0.1% | |
| Fidelity Mgmt. Trust Co. FID EQUITY INC | — | — | — | $231K | 0.1% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2020 K | — | — | — | $215K | 0.1% | |
| Fidelity Mgmt. Trust Co. FID CAPITAL APPREC | — | — | — | $198K | 0.1% | |
| Lincoln Financial Grp Trust American Funds 2065 Target Date Retirement | — | — | — | $190K | <0.1% | |
| Matrix Trust Co. Putnam Sustainable Leaders A | — | — | — | $190K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2015 K | — | — | — | $171K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip JP Morgan Retirement Income Fund | — | — | — | $170K | <0.1% | |
| Matrix Trust Co. JP Morgan Large Cap Growth Fund A | — | — | — | $161K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID CAPITAL & INCOME | — | — | — | $160K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip Blended Large Cap Growth MNGD VLTLTY | — | — | — | $143K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL SOFTWARE | — | — | — | $135K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip Diversified Income | — | — | — | $134K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2030 K | — | — | — | $133K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM INC K | — | — | — | $128K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INTL INDEX | — | — | — | $127K | <0.1% | |
| Lincoln National Life Ins. Co. American Funds International | — | — | — | $126K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INTL DISCOVERY | — | — | — | $119K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip Smid Cap Core Series | — | — | — | $116K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SMALL CAP GROWTH | — | — | — | $114K | <0.1% | |
| Investments - Fully benefit-responsive investment contract - * Lincoln National Life Ins. Co. | — | — | — | $111K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID DISCIPLND EQTY | — | — | — | $107K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID TOTAL BOND | — | — | — | $104K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID GNMA | — | — | — | $102K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID PURITAN | — | — | — | $97K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2055 K | — | — | — | $90K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INVST GR BD | — | — | — | $90K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL ENT TECH SVC | — | — | — | $89K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SMALL CAP VALUE | — | — | — | $88K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip REIT Fund | — | — | — | $88K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2025 K | — | — | — | $86K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID LOW PRICED STK | — | — | — | $81K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SMALL CAP STOCK | — | — | — | $76K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID DIVERSIFD INTL | — | — | — | $71K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID GLOBAL CREDIT | — | — | — | $62K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID BLUE CHIP VALUE | — | — | — | $57K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL TECHNOLOGY | — | — | — | $56K | <0.1% | |
| Matrix Trust Co. Fidelity Government MMkt Dly Mny | — | — | — | $55K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID MID CAP VALUE | — | — | — | $55K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SM CAP DISCOVERY | — | — | — | $55K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INTL SUSTN IDX | — | — | — | $54K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip SSGA Small Cap Index | — | — | — | $53K | <0.1% | |
| Matrix Trust Co. Putnam Large Cap Growth Fund A | — | — | — | $52K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID EMRG MKTS IDX | — | — | — | $48K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID STK SEL SM CAP | — | — | — | $48K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID ASSET MGR 60% | — | — | — | $46K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID EXTD MKT IDX | — | — | — | $45K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID MULTI ASSET IDX | — | — | — | $43K | <0.1% | |
| Matrix Trust Co. Invesco Discovery Large Cap Fund A | — | — | — | $43K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INTL SM CAP OPP | — | — | — | $42K | <0.1% | |
| Investments - * Matrix Trust Co. Fidelity Adv Technology A ** 337 * Matrix Trust Co. Franklin DynaTech A | — | — | — | $39K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID FIDELITY FUND | — | — | — | $38K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID REAL ESTATE INC | — | — | — | $35K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INTL CAP APPREC | — | — | — | $33K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip Bond Macquarie | — | — | — | $32K | <0.1% | |
| Investments - * Lincoln National Life Ins. Co. Lvip Franklin Templeton Emerging Fund | — | — | — | $32K | <0.1% | |
| Investments - * Fidelity Mgmt. Trust Co. FID EMERGING MKTS | — | — | — | $30K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID EUROPE ** 843 * Fidelity Mgmt. Trust Co. FID PACIFIC BASIN | — | — | — | $30K | <0.1% | |
| Investments - * Lincoln National Life Ins. Co. AB VPS Sustain Global Thematic Growth | — | — | — | $29K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID US BOND IDX | — | — | — | $28K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID CANADA | — | — | — | $27K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID REAL ESTATE IDX | — | — | — | $27K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID LEVERGD CO STK | — | — | — | $26K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SM CAP IDX | — | — | — | $24K | <0.1% | |
| Matrix Trust Co. Fidelity Adv Equity Growth A | — | — | — | $24K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID HIGH INCOME | — | — | — | $22K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip Blackrock Inflation Protected Bond | — | — | — | $21K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL GOLD | — | — | — | $21K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL BIOTECH | — | — | — | $21K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID ST TR BD IDX | — | — | — | $20K | <0.1% | |
| A party-in-interest as defined by ERISA ** Cost omitted for participant directed investments ***$20,239 Collateralized as plan loan reserves | — | — | — | $20K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID GROWTH STRAT | — | — | — | $20K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID FREEDOM 2010 K | — | — | — | $20K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL PHARMACEUTCL | — | — | — | $19K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID LTD TERM GOVT | — | — | — | $19K | <0.1% | |
| Matrix Trust Co. Franklin Small Cap Value A | — | — | — | $18K | <0.1% | |
| TIAA and CREF Plan Loan Default Fund | — | — | — | $18K | <0.1% | |
| Matrix Trust Co. Invesco Discovery Fund A | — | — | — | $18K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID ASSET MGR 70% | — | — | — | $18K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID EMERGING ASIA | — | — | — | $18K | <0.1% | |
| Matrix Trust Co. Invesco Global Opportunites Fund A | — | — | — | $17K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INTL REAL ESTATE | — | — | — | $16K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip High Yield | — | — | — | $15K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip Blackrock Dividend Value MNGD Vltlty | — | — | — | $15K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID STRATEGIC INCOME | — | — | — | $15K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INFL PR BD IDX | — | — | — | $15K | <0.1% | |
| Matrix Trust Co. Fidelity Adv New Insights A | — | — | — | $14K | <0.1% | |
| Matrix Trust Co. Invesco Quality Income Fund A | — | — | — | $14K | <0.1% | |
| Matrix Trust Co. Invesco Technology Fund A | — | — | — | $14K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL ENERGY | — | — | — | $14K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID FLOAT RT HI INC | — | — | — | $14K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID CHINA REGION | — | — | — | $13K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip Mondrian Global Income Fund | — | — | — | $13K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INTM TR BD IDX | — | — | — | $13K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INTL SMALL CAP | — | — | — | $12K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID REAL ESTATE INVS | — | — | — | $11K | <0.1% | |
| Lincoln National Life Ins. Co. Fidelity Vip Freedom Target Date 2050 | — | — | — | $10K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL RETAILING | — | — | — | $10K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID MID CAP IDX | — | — | — | $10K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip T Rowe Price 2030 Fund | — | — | — | $9K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID FOCUSED STOCK | — | — | — | $9K | <0.1% | |
| Investments - * Fidelity Mgmt. Trust Co. FID STRAT REAL RET | — | — | — | $9K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID INTL VALUE | — | — | — | $9K | <0.1% | |
| Lincoln National Life Ins. Co. Fidelity Vip Freedom Target Date 2040 | — | — | — | $8K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL COMM SERV | — | — | — | $8K | <0.1% | |
| Matrix Trust Co. Fidelity Adv Growth Opport A | — | — | — | $8K | <0.1% | |
| Matrix Trust Co. Templeton Developing Markets | — | — | — | $8K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID EQ DIV INCOME | — | — | — | $8K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL TEC HARDWARE | — | — | — | $8K | <0.1% | |
| Matrix Trust Co. Pioneer International Equity Fund A ** 933 * Matrix Trust Co. Pioneer Select Mid Cap Growth | — | — | — | $7K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID STK SEL MID CAP | — | — | — | $7K | <0.1% | |
| Lincoln National Life Ins. Co. PIMCO VIT Total Return | — | — | — | $6K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID VALUE STRAT | — | — | — | $5K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID STRAT DIV & INC | — | — | — | $5K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip Macquarie Wealth Builder Fund | — | — | — | $5K | <0.1% | |
| Lincoln National Life Ins. Co. Lvip Global Growth Allocation MGD Risk | — | — | — | $5K | <0.1% | |
| Fidelity Mgmt. Trust Co. FID SEL WIRELESS | — | — | — | $4K | <0.1% |
Showing top 200 of 208 investments by value.
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$3.7B · 30,766 participants
THE MEDICAL COLLEGE OF WISCONSIN, INC.
THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN
$2.6B · 6,844 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
FROEDTERT THEDACARE HEALTH, INC.
FROEDTERT HEALTH, INC. 403(B) PLAN
$2.2B · 16,292 participants
Similar-size Educational Services plans
ST. JOHN FISHER UNIVERSITY
ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN
$197.7M · 1,222 participants
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN
$197.4M · 600 participants
MANAGEMENT & TRAINING CORPORATION
MANAGEMENT & TRAINING CORPORATION RETIREMENT PLAN
$198.1M · 7,036 participants
CAMPBELL UNIVERSITY
CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
$198.8M · 1,862 participants
INTER AMERICAN UNIVERSITY OF PR
INTER AMERICAN UNIVERSITY OF PR DEFINED CONTRIBUTION RETIREMENT PLAN
$199.1M · 1,525 participants
LESLEY UNIVERSITY
LESLEY UNIVERSITY RETIREMENT PLAN
$196.0M · 708 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B