Westmont College's EIN is 95-1684793.
Download the official 2024 Form 5500 (PDF) for Westmont College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westmont College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K 598,195 shares | Mutual Funds | — | $598K | $12.6M | 14.8% | |
| Variable Annuity Accounts CREF Stock 5,819 units | Mutual Funds | — | $6K | $5.2M | 6.1% | |
| Vanguard 500 Index Adm 8,253 shares | Common Collective Trusts | — | $8K | $4.5M | 5.3% | |
| T. Rowe Price Retirement 2030 164,650 shares | Other securities | — | $165K | $4.2M | 5.0% | |
| J.P. Morgan Equity Income Class R5 136,588 shares | Other securities | — | $137K | $3.3M | 3.8% | |
| T. Rowe Price Retirement 2025 195,456 shares | Other securities | — | $195K | $3.2M | 3.8% | |
| T. Rowe Price Overseas Stock Fund 230,650 shares | Other securities | — | $231K | $2.9M | 3.4% | |
| CREF Global Equities 8,105 units | Mutual Funds | — | $8K | $2.8M | 3.2% | |
| T. Rowe Price Retirement 2040 86,729 shares | Other securities | — | $87K | $2.7M | 3.1% | |
| Fidelity Total Bond K6 279,008 shares | Mutual Funds | — | $279K | $2.4M | 2.9% | |
| T. Rowe Price Retirement 2045 105,184 shares | Other securities | — | $105K | $2.3M | 2.8% | |
| CREF Growth 3,790 units | Mutual Funds | — | $4K | $2.0M | 2.3% | |
| T. Rowe Price Retirement 2035 90,549 shares | Other securities | — | $91K | $1.9M | 2.2% | |
| Investment Contracts With Insurance Companies * NYL Guaranteed Interest Account | Other securities | — | — | $1.8M | 2.1% | |
| Janus Henderson Enterprise Fund 12,562 shares | Mutual Funds | — | $13K | $1.8M | 2.1% | |
| T. Rowe Price Retirement 2050 91,029 shares | Other securities | — | $91K | $1.7M | 2.0% | |
| TIAA Traditional Annuity Contract | Mutual Funds | — | — | $1.7M | 2.0% | |
| CREF Social Choice 4,670 units | Mutual Funds | — | $5K | $1.7M | 2.0% | |
| Fidelity Puritan K 66,191 shares | Mutual Funds | — | $66K | $1.6M | 1.9% | |
| CREF Equity Index 2,868 units | Common Collective Trusts | — | $3K | $1.4M | 1.7% | |
| CREF Bond Market 9,209 units | Mutual Funds | — | $9K | $1.2M | 1.4% | |
| T. Rowe Price Retirement 2020 59,285 shares | Other securities | — | $59K | $1.1M | 1.3% | |
| BlackRock High Yield Bond 153,281 shares | Other securities | — | $153K | $1.1M | 1.3% | |
| Vanguard Small-Cap Index 9,331 shares | Mutual Funds | — | $9K | $1.1M | 1.3% | |
| T. Rowe Price Retire Bal 74,335 shares | Other securities | — | $74K | $985K | 1.2% | |
| Vanguard Mid-Cap Index Adm 2,746 shares | Mutual Funds | — | $3K | $898K | 1.1% | |
| CREF Inflation-Linked Bond 10,541 units | Mutual Funds | — | $11K | $872K | 1.0% | |
| Pim Global Bond Op US 77,474 shares | Other securities | — | $77K | $738K | 0.9% | |
| Valic Fixed Account Plus | Other securities | — | — | $719K | 0.8% | |
| Valic Stock Index Fund 27,418 shares | Common Collective Trusts | — | $27K | $715K | 0.8% | |
| Nuveen LifeCycle LX Retirement 2030 27,176 shares | Mutual Funds | — | $27K | $650K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $1K | $610K | 0.7% | |
| J.P Morgan Small Cap Value R6 21,097 shares | Other securities | — | $21K | $582K | 0.7% | |
| s * Fidelity Govt Income 63,935 shares | Mutual Funds | — | $64K | $575K | 0.7% | |
| T. Rowe Price Retirement 2055 27,733 shares | Other securities | — | $28K | $552K | 0.6% | |
| SunAmerica Annuity and Life Assurance | Other securities | — | — | $498K | 0.6% | |
| DWS RREEF Real Estate Securiteis R 22,946 shares | Other securities | — | $23K | $497K | 0.6% | |
| Vanguard Explorer Adm 2,748 shares | Mutual Funds | — | $3K | $401K | 0.5% | |
| MFS Mid Cap Value Fund 12,920 shares | Mutual Funds | — | $13K | $399K | 0.5% | |
| T. Rowe Price Retirement 2015 31,188 shares | Other securities | — | $31K | $392K | 0.5% | |
| Vanguard Windsor II 43,630 shares | Mutual Funds | — | $44K | $387K | 0.5% | |
| Valic Mid-Cap Index Fund 9,276 shares | Common Collective Trusts | — | $9K | $381K | 0.4% | |
| Valic Short-Term Fixed Account | Other securities | — | — | $356K | 0.4% | |
| Nuveen LifeCycle LX Retirement 2045 10,386 shares | Mutual Funds | — | $10K | $317K | 0.4% | |
| Self-Directed Brokerage Funds | Self-Directed Brokerage | — | — | $307K | 0.4% | |
| T. Rowe Price Retirement 2060 14,707 shares | Other securities | — | $15K | $244K | 0.3% | |
| Vanguard Total Wld Stk Is 875 shares | Mutual Funds | — | — | $210K | 0.2% | |
| Goldman Sachs Emerging Markets Equity Insights Fund 22,477 shares | Other securities | — | $22K | $194K | 0.2% | |
| CREF Money Market 6,475 units | Mutual Funds | — | $6K | $189K | 0.2% | |
| Valic Science & Technology Fund 8,855 shares | Other securities | — | $9K | $188K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
