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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 | Recordkeeping | $37,372 |
34 funds of $250K or more; 36 lines in all, holding $56.4M of the plan's $56.4M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $10.0M | 17.7% |
| Tiaa Traditional Non Benefit Responsive NBR TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.0M | 16.0% |
| Cref Total Global Stock R1 X2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.6M | 9.9% |
| Nuveen S&P 500 Index R6 JK TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 6.4% |
| Tiaa Traditional Non Benefit Responsive 2 NB2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.9M | 5.2% |
| Cref Growth R1 X7 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.8M | 5.0% |
| Cref Responsible Balanced R1 X4 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.6M | 4.7% |
| Nuveen International -EQ IDX R6 JI TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 4.7% |
| Cref S&P 500 Index R1 X8 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $2.1M | 3.7% |
| Cref Global Equities R1 X6 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.0M | 3.5% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedCref Core Bond R1 X5 | $849K |
| DroppedVanguard Real Estate Index Adm AA | $365K |
| AddedCohen & Steers Inst Realty Shar QR | $350K |
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.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.