Karen Morris signed Alfred E. Mann Foundation for Scientific Research's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alfred E. Mann Foundation for Scientific Research's EIN is 95-4002032.
Download the official 2024 Form 5500 (PDF) for Alfred E. Mann Foundation for Scientific Research from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alfred E. Mann Foundation for Scientific Research's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $7K | — |
| UBS FINANCIAL SERVICES INC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.7M | 19.8% | |
| Harbor Capital Appreciation Institutional Fund | Other securities | — | — | $1.7M | 9.1% | |
| PIMCO RealPath Blend - 2035 Institutional Fund | Mutual Funds | — | — | $1.5M | 8.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 6.9% | |
| PIMCO RealPath Blend - 2040 Institutional Fund | Mutual Funds | — | — | $1.2M | 6.6% | |
| PIMCO RealPath Blend - 2030 Institutional Fund | Mutual Funds | — | — | $1.1M | 5.8% | |
| PIMCO RealPath Blend - 2025 Institutional Fund | Mutual Funds | — | — | $1.1M | 5.7% | |
| PIMCO RealPath Blend - 2050 Institutional Fund | Mutual Funds | — | — | $675K | 3.6% | |
| PIMCO RealPath Blend - Inc Institutional | Mutual Funds | — | — | $673K | 3.6% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $617K | 3.3% | |
| PIMCO RealPath Blend - 2045 Institutional Fund | Mutual Funds | — | — | $582K | 3.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $574K | 3.1% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $493K | 2.7% | |
| Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $432K | 2.3% | |
| PIMCO RealPath Blend - 2055 Institutional Fund | Mutual Funds | — | — | $429K | 2.3% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $390K | 2.1% | |
| TCW MetWest Total Return Bond Fund - P Shares | Other securities | — | — | $379K | 2.0% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $375K | 2.0% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $296K | 1.6% | |
| MFS International Intrinsic Value Fund Class R6 | Mutual Funds | — | — | $184K | 1.0% | |
| balances, maturing through November 2042 | Other securities | — | — | $177K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $170K | 0.9% | |
| PIMCO RealPath Blend - 2060 Institutional Fund | Mutual Funds | — | — | $154K | 0.8% | |
| DWS Asset Management RREEF Real Estate Securities Fund - Class R6 | Other securities | — | — | $104K | 0.6% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $102K | 0.6% | |
| Victory Capital Pioneer Balanced ESG Fund - Class K | Other securities | — | — | $50K | 0.3% | |
| The Hartford Dividend and Growth Fund Class R6 | Other securities | — | — | $43K | 0.2% | |
| BlackRock Health Sciences Opportunities Fund - Class K | Other securities | — | — | $16K | <0.1% | |
| PGIM Quant Solutions Commodity Strategies Fund Class R6 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| ADVISOR |
| $5K |
| — |
