Filings through .
Filed January 7, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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11 funds of $250K or more; 47 lines in all, holding $12.4M of the plan's $12.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $7.0M | 56.4% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract | $1.1M | 8.7% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $984K | 7.9% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $428K | 3.4% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund | $270K | 2.2% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $219K | 1.8% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $202K | 1.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $195K | 1.6% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund | $187K | 1.5% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $164K | 1.3% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.