Miguel Cardona
0trades
$1.1Mest. assets · Termination
Since nomination
Nominee 278 (01/20/2021) vs TerminationHeld at termination
57 positions · $1.1M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Connecticut Teachers' Retirement Board, cash balance pension plan | Employment assets | Self | $100K – $250K | $100K – $250K |
| U.S. bank #1 (cash) | Other assets | — | $100K – $250K | $100K – $250K |
| Medical Life Insurance Company, whole life | Other assets | — | $100K – $250K | $100K – $250K |
| VY T. Rowe Price Growth Equity Portfolio, Institutional Class | Employment assets | Self | $50K – $100K | $50K – $100K |
| Voya Fixed Account (4550) | Employment assets | Self | $15K – $50K | $15K – $50K |
| VY T. Rowe Price Capital Appreciation Portfolio, Service Class | Employment assets | Self | $15K – $50K | $15K – $50K |
| Voya Large Cap Value Portfolio, Institutional Class | Employment assets | Self | $15K – $50K | $15K – $50K |
| Voya Mid Cap Opportunities Portfolio | Employment assets | Self | $15K – $50K | $15K – $50K |
| American Funds EuroPacific Growth Fund, Class R-4 | Employment assets | Self | $15K – $50K | $15K – $50K |
| American Funds The Growth Fund of America, Class R-4 | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| T. Rowe Price Retirement 2040 Fund | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Voya Fixed Plus Account (4565) | Employment assets | Self | $1K – $15K | $1K – $15K |
| VY T. Rowe Price Capital Appreciation Portfolio, Service Class | Employment assets | Self | $1K – $15K | $1K – $15K |
| American Funds Washington Mutual Investors Fund, Class R-4 | Employment assets | Self | $1K – $15K | $1K – $15K |
| American Funds Growth Fund, Class R-4 | Employment assets | Self | $1K – $15K | $1K – $15K |
| Voya Mid Cap Opportunities Portfolio | Employment assets | Self | $1K – $15K | $1K – $15K |
| American Funds New Perspective Fund, Class R-4 | Employment assets | Self | $1K – $15K | $1K – $15K |
| Connecticut Stable Value Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| Calvert Bond Fund Class I | Employment assets | Self | $1K – $15K | $1K – $15K |
| Metropolitan West Total Return Bond Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Total Bond Market Index Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Institutional Index Fund, Institutional Plus | Employment assets | Self | $1K – $15K | $1K – $15K |
| American Funds EuroPacific Growth Fund, Class R-6 | Employment assets | Self | $1K – $15K | $1K – $15K |
| TIAA-CREF International Equity Index Fund, Institutional Class | Employment assets | Self | $1K – $15K | $1K – $15K |
| American Funds EuroPacific Growth Fund, Class R-4 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| American Funds Fundamental Investors, Class R-4 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Voya Russell Large Cap Index Portfolio, Class I | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| VY American Century Small-Mid-Cap Value Portfolio, Initial Class | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| VY JPMorgan Small Cap Core Equity Portfolio, Service Class | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| VY T. Rowe Price Capital Appreciation Portfolio, Service Class | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| TIAA-CREF Equity Index Fund, Institutional Class TIEIX | Other assets | — | $1K – $15K | $1K – $15K |
| TIAA-CREF International Equity Index Fund, Institutional Class TCIEX | Other assets | — | $1K – $15K | $1K – $15K |
| TIAA-CREF Bond Index Fund, Institutional Class TBIIX | Other assets | — | $1K – $15K | $1K – $15K |
| TIAA-CREF Inflation-Linked Bond Fund, Institutional Class TIILX | Other assets | — | $1K – $15K | $1K – $15K |
| BlackRock Strategic Income Opportunities Fund BSIKX | Other assets | — | $1K – $15K | $1K – $15K |
| TIAA-CREF High Yield Fund TIHYX | Other assets | — | $1K – $15K | $1K – $15K |
| TC Life Funding Agreement (Guaranteed Investment Option) | Other assets | — | $1K – $15K | $1K – $15K |
| TIAA-CREF Equity Index Fund, Institutional Class TIEIX | Other assets | — | $1K – $15K | $1K – $15K |
| TIAA-CREF International Equity Index Fund, Institutional Class TCIEX | Other assets | — | $1K – $15K | $1K – $15K |
| TIAA-CREF Bond Index Fund, Institutional Class TBIIX | Other assets | — | $1K – $15K | $1K – $15K |
| TIAA-CREF Inflation-Linked Bond Fund, Institutional Class TIILX | Other assets | — | $1K – $15K | $1K – $15K |
| BlackRock Strategic Income Opportunities Fund BSIKX | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Inflation-Protected Securities Fund | Employment assets | Self | Under $1K | Under $1K |
| American Funds American Mutual Fund, Class R-6 | Employment assets | Self | Under $1K | Under $1K |
| TIAA-CREF Large-Cap Growth Index Fund, Institutional Class | Employment assets | Self | Under $1K | Under $1K |
| JPMorgan Mid Cap Value Fund | Employment assets | Self | Under $1K | Under $1K |
| TIAA-CREF Small-Cap Blend Index Fund, Institutional Class | Employment assets | Self | Under $1K | Under $1K |
| Vanguard Mid-Cap Index Fund, Institutional Shares | Employment assets | Self | Under $1K | Under $1K |
| Vanguard Real Estate Index Fund, Institutional Shares | Employment assets | Self | Under $1K | Under $1K |
| DFA Emerging Markets Core Equity Portfolio, Institutional Class DFCEX | Other assets | — | Under $1K | Under $1K |
| Vanguard Real Estate Index Fund, Institutional Shares VGSNX | Other assets | — | Under $1K | Under $1K |
| Templeton Global Bond Fund TGBAX | Other assets | — | Under $1K | Under $1K |
| DFA Emerging Markets Core Equity Portfolio, Institutional Class DFCEX | Other assets | — | Under $1K | Under $1K |
| Vanguard Real Estate Index Fund, Institutional Shares VGSNX | Other assets | — | Under $1K | Under $1K |
| TIAA-CREF High Yield Fund TIHYX | Other assets | — | Under $1K | Under $1K |
| Templeton Global Bond Fund TGBAX | Other assets | — | Under $1K | Under $1K |
| TC Life Funding Agreement (Guaranteed Investment Option) | Other assets | — | Under $1K | Under $1K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
No published trades on file.
Asset holdings
Termination · filed —All positions
66 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Meriden Public Schools, Voya 403(b) Plan | Self | — | — |
| Voya Fixed Account (4550) | Self | $15K – $50K | — |
| VY T. Rowe Price Capital Appreciation Portfolio, Service Class | Self | $15K – $50K | — |
| Voya Large Cap Value Portfolio, Institutional Class | Self | $15K – $50K | — |
| VY T. Rowe Price Growth Equity Portfolio, Institutional Class | Self | $50K – $100K | — |
| Voya Mid Cap Opportunities Portfolio | Self | $15K – $50K | — |
| American Funds EuroPacific Growth Fund, Class R-4 | Self | $15K – $50K | — |
| Meriden Public Schools, Voya 457 Plan | Self | — | — |
| Voya Fixed Plus Account (4565) | Self | $1K – $15K | — |
| VY T. Rowe Price Capital Appreciation Portfolio, Service Class | Self | $1K – $15K | — |
| American Funds Washington Mutual Investors Fund, Class R-4 | Self | $1K – $15K | — |
| American Funds Growth Fund, Class R-4 | Self | $1K – $15K | — |
| Voya Mid Cap Opportunities Portfolio | Self | $1K – $15K | — |
| American Funds New Perspective Fund, Class R-4 | Self | $1K – $15K | — |
| State of Connecticut, Deferred Compensation 457 Plan | Self | — | — |
| Connecticut Stable Value Fund | Self | $1K – $15K | — |
| Calvert Bond Fund Class I | Self | $1K – $15K | — |
| Metropolitan West Total Return Bond Fund | Self | $1K – $15K | — |
| Vanguard Total Bond Market Index Fund | Self | $1K – $15K | — |
| Vanguard Inflation-Protected Securities Fund | Self | Under $1K | — |
| American Funds American Mutual Fund, Class R-6 | Self | Under $1K | — |
| TIAA-CREF Large-Cap Growth Index Fund, Institutional Class | Self | Under $1K | — |
| Vanguard Institutional Index Fund, Institutional Plus | Self | $1K – $15K | — |
| JPMorgan Mid Cap Value Fund | Self | Under $1K | — |
| TIAA-CREF Small-Cap Blend Index Fund, Institutional Class | Self | Under $1K | — |
| Vanguard Mid-Cap Index Fund, Institutional Shares | Self | Under $1K | — |
| American Funds EuroPacific Growth Fund, Class R-6 | Self | $1K – $15K | — |
| TIAA-CREF International Equity Index Fund, Institutional Class | Self | $1K – $15K | — |
| Vanguard Real Estate Index Fund, Institutional Shares | Self | Under $1K | — |
| Connecticut Teachers' Retirement Board, cash balance pension plan | Self | $100K – $250K | — |
| Meriden Public Schools | Spouse | — | Salary |
| Meriden Children First Initiative | Spouse | — | Salary |
| Meriden Public Schools Retirement Account | Spouse | — | — |
| American Funds EuroPacific Growth Fund, Class R-4 | Spouse | $1K – $15K | — |
| American Funds Fundamental Investors, Class R-4 | Spouse | $1K – $15K | — |
| American Funds The Growth Fund of America, Class R-4 | Spouse | $15K – $50K | — |
| Voya Russell Large Cap Index Portfolio, Class I | Spouse | $1K – $15K | — |
| VY American Century Small-Mid-Cap Value Portfolio, Initial Class | Spouse | $1K – $15K | — |
| VY JPMorgan Small Cap Core Equity Portfolio, Service Class | Spouse | $1K – $15K | — |
| VY T. Rowe Price Capital Appreciation Portfolio, Service Class | Spouse | $1K – $15K | — |
| Community Health Center, 403(b) Plan | Spouse | — | — |
| T. Rowe Price Retirement 2040 Fund | Spouse | $15K – $50K | — |
| U.S. bank #1 (cash) | — | $100K – $250K | — |
| Medical Life Insurance Company, whole life | — | $100K – $250K | — |
| CHET 529 College Savings Plan #1 | — | — | — |
| TIAA-CREF Equity Index Fund, Institutional Class TIEIX | — | $1K – $15K | — |
| TIAA-CREF International Equity Index Fund, Institutional Class TCIEX | — | $1K – $15K | — |
| DFA Emerging Markets Core Equity Portfolio, Institutional Class DFCEX | — | Under $1K | — |
| Vanguard Real Estate Index Fund, Institutional Shares VGSNX | — | Under $1K | — |
| TIAA-CREF Bond Index Fund, Institutional Class TBIIX | — | $1K – $15K | — |
| TIAA-CREF Inflation-Linked Bond Fund, Institutional Class TIILX | — | $1K – $15K | — |
| BlackRock Strategic Income Opportunities Fund BSIKX | — | $1K – $15K | — |
| TIAA-CREF High Yield Fund TIHYX | — | $1K – $15K | — |
| Templeton Global Bond Fund TGBAX | — | Under $1K | — |
| TC Life Funding Agreement (Guaranteed Investment Option) | — | $1K – $15K | — |
| CHET 529 College Savings Plan #2 | — | — | — |
| TIAA-CREF Equity Index Fund, Institutional Class TIEIX | — | $1K – $15K | — |
| TIAA-CREF International Equity Index Fund, Institutional Class TCIEX | — | $1K – $15K | — |
| DFA Emerging Markets Core Equity Portfolio, Institutional Class DFCEX | — | Under $1K | — |
| Vanguard Real Estate Index Fund, Institutional Shares VGSNX | — | Under $1K | — |
| TIAA-CREF Bond Index Fund, Institutional Class TBIIX | — | $1K – $15K | — |
| TIAA-CREF Inflation-Linked Bond Fund, Institutional Class TIILX | — | $1K – $15K | — |
| BlackRock Strategic Income Opportunities Fund BSIKX | — | $1K – $15K | — |
| TIAA-CREF High Yield Fund TIHYX | — | Under $1K | — |
| Templeton Global Bond Fund TGBAX | — | Under $1K | — |
| TC Life Funding Agreement (Guaranteed Investment Option) | — | Under $1K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.