Filings through .
Filed March 10, 1998
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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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,100 |
11 funds of $250K or more; 14 lines in all, holding $9.6M of the plan's $9.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $7.1M | 74.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund IndexPossible retail class A | $995K | 10.4% |
| Vanguard Federal Money Market Fund Vanguard · Money market | $317K | 3.3% |
| Vanguard Total Intl Stock Index FD Mutual fund Vanguard · Mutual fund IndexPossible retail class A | $222K | 2.3% |
| Vanguard Extended Market Index Vanguard · Mutual fund IndexPossible retail class A | $221K | 2.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $182K | 1.9% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $153K | 1.6% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $96K | 1.0% |
| Vanguard Total Bond Market Index Vanguard · Mutual fund IndexPossible retail class A | $70K | 0.7% |
| T. Rowe Price Blue Chip Growth Fund T. Rowe Price · Mutual fund Possible retail class A | $60K | 0.6% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.