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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $1,943 |
14 funds of $250K or more; 24 lines in all, holding $10.7M of the plan's $10.9M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, other, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $3.4M | 31.8% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.9M | 17.4% |
| Growth Account Manager not matched · Insurance contract | $1.3M | 12.5% |
| Variable annuity separate account Manager not matched · Insurance contract | $841K | 7.9% |
| Tiaa Insurance Investment Accounts Tiaa Traditional Annuity-Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $796K | 7.5% |
| Equity Index Account Manager not matched · Insurance contract Index | $465K | 4.4% |
| Insurance Investment Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $348K | 3.3% |
| Core Bond Account Manager not matched · Insurance contract | $308K | 2.9% |
| Inflation-linked Bond Account Manager not matched · Insurance contract | $257K | 2.4% |
| Social Choice Account Manager not matched · Insurance contract | $241K | 2.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.