Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Free for 7 days, then $49 a month.
$275 in admin expenses, $0 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 33 lines in all, holding $53.9M of the plan's $54.1M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa and Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $14.0M | 25.9% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $12.6M | 23.3% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.6M | 10.4% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $4.3M | 8.1% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.3M | 8.0% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.1M | 4.0% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.8M | 3.3% |
| Core Bond Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.6M | 3.0% |
| Tiaa Real Estate TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 2.6% |
| Money Market Account Class R2 TIAA (Nuveen) · Money market Recordkeeper's own fund | $1.2M | 2.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
23 more lines in this lineup are on Pro. Free for 7 days, then $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
TIAA5 years Filed as: TIAA-CREF Service code 37 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Loan Processing | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025