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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,551 |
Service code 28 · EIN 47-1411118 | Investment Management | $22,938 |
22 funds of $250K or more; 37 lines in all, holding $60.6M of the plan's $60.8M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed annuity contracts: Tiaa Traditional - Non-Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $20.0M | 33.0% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $10.3M | 17.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 7.6% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.3M | 7.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 4.8% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.3M | 3.9% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.1M | 3.4% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 2.8% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.7M | 2.8% |
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.