DINO Ferrare signed Fielding Graduate University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fielding Graduate University's EIN is 95-2882724.
Download the official 2023 Form 5500 (PDF) for Fielding Graduate University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Fielding Graduate University'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 | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fixed Annuity Contracts * TIAA-CREF TIAA Traditional-Non Benefit N/R | Mutual Funds | — | — | $8.6M | 21.2% | |
| Fully Benefit-Responsive Investment Contracts * TIAA-CREF TIAA Traditional-Benefit Responsive N/R | Mutual Funds | — | — | $3.6M | 8.8% | |
| Variable Annuity Contracts * TIAA-CREF CREF Stock N/R | Mutual Funds | — | — | $3.2M | 7.8% | |
| TIAA-CREF CREF Global Equities N/R | Mutual Funds | — | — | $2.2M | 5.3% | |
| TIAA-CREF CREF Social Choice N/R | Mutual Funds | — | — | $2.1M | 5.2% | |
| TIAA-CREF CREF Growth N/R | Mutual Funds | — | — | $1.9M | 4.6% | |
| Hartford Funds Hartford Core Equity N/R | Other securities | — | — | $1.3M | 3.2% | |
| Responsive * TIAA-CREF TIAA Stable Value N/R | Stable Value | — | — | $1.2M | 3.0% | |
| Hartford Funds Hartford Internation Opp N/R | Other securities | — | — | $1.2M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 2.6% | |
| TIAA-CREF TIAA Access Nuveen Large-Cap Value N/R | Mutual Funds | — | — | $1.0M | 2.6% | |
| TIAA-CREF TIAA Access Nuveen International N/R | Mutual Funds | — | — | $900K | 2.2% | |
| TIAA-CREF CREF Core Bond N/R | Mutual Funds | — | — | $894K | 2.2% | |
| Nuveen S&P 500 Index N/R | Common Collective Trusts | — | — | $791K | 1.9% | |
| TIAA-CREF CREF Equity Index N/R | Common Collective Trusts | — | — | $769K | 1.9% | |
| TIAA-CREF Nuveen Lifecycle 2020 N/R | Mutual Funds | — | — | $643K | 1.6% | |
| TIAA-CREF Nuveen Lifecycle 2035 N/R | Mutual Funds | — | — | $618K | 1.5% | |
| Money Market Fund * TIAA-CREF CREF Money Market N/R | Mutual Funds | — | — | $604K | 1.5% | |
| Calvert US Large Cap Resp Ind N/R | Other securities | — | — | $574K | 1.4% | |
| TIAA-CREF Nuveen Lifecycle 2025 N/R | Mutual Funds | — | — | $476K | 1.2% | |
| TIAA-CREF Nuveen Lifecycle 2040 N/R | Mutual Funds | — | — | $462K | 1.1% | |
| TIAA-CREF Nuveen Lifecycle 2015 N/R | Mutual Funds | — | — | $458K | 1.1% | |
| TIAA-CREF TIAA Access Nuveen Quant Small-Cap N/R | Mutual Funds | — | — | $420K | 1.0% | |
| TIAA-CREF CREF Inflation-Linked Bond N/R | Mutual Funds | — | — | $409K | 1.0% | |
| MFS Midcap Value N/R | Mutual Funds | — | — | $403K | 1.0% | |
| TIAA-CREF Nuveen Lifecycle 2050 N/R | Mutual Funds | — | — | $395K | 1.0% | |
| Hartford Funds Hartford Total Return N/R | Other securities | — | — | $369K | 0.9% | |
| MFS Value N/R | Mutual Funds | — | — | $364K | 0.9% | |
| TIAA-CREF Nuveen Lifecycle 2030 N/R | Mutual Funds | — | — | $359K | 0.9% | |
| TIAA-CREF Nuveen Lifecycle 2045 N/R | Mutual Funds | — | — | $335K | 0.8% | |
| TIAA-CREF TIAA Access Nuveen Real Estate N/R | Mutual Funds | — | — | $318K | 0.8% | |
| Equity * TIAA-CREF TIAA Access Nuveen Large-Cap Growth N/R | Mutual Funds | — | — | $309K | 0.8% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $259K | 0.6% | |
| Janus Henderson Janus Henderson Triton N/R | Mutual Funds | — | — | $233K | 0.6% | |
| TIAA-CREF TIAA Access Nuveen Mid-Cap Value N/R | Mutual Funds | — | — | $223K | 0.5% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2030 N/R | Mutual Funds | — | — | $202K | 0.5% | |
| Securities * TIAA-CREF TIAA Access Nuveen Small-Cap Blend N/R | Mutual Funds | — | — | $199K | 0.5% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2020 N/R | Mutual Funds | — | — | $182K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2055 N/R | Mutual Funds | — | — | $152K | 0.4% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2025 N/R | Mutual Funds | — | — | $136K | 0.3% | |
| MFS Midcap Growth N/R | Mutual Funds | — | — | $134K | 0.3% | |
| s * TIAA-CREF TIAA Access Nuveen Lifecycle 2010 N/R | Mutual Funds | — | — | $116K | 0.3% | |
| TIAA-CREF TIAA Access Nuveen Equity Index N/R | Common Collective Trusts | — | — | $96K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Core Equity N/R | Mutual Funds | — | — | $81K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Mid-Cap Growth N/R | Mutual Funds | — | — | $67K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2035 N/R | Mutual Funds | — | — | $64K | 0.2% | |
| Equity * TIAA-CREF TIAA Access Nuveen LGCP Res Eq N/R | Mutual Funds | — | — | $62K | 0.2% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2015 N/R | Mutual Funds | — | — | $44K | 0.1% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2040 N/R | Mutual Funds | — | — | $43K | 0.1% | |
| TIAA-CREF TIAA Access Nuveen Lifecycle 2045 N/R | Mutual Funds | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
