Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 24 lines in all, holding $5.3M of the plan's $5.4M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, other, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $1.0M | 19.8% |
| Variable annuity separate account Manager not matched · Insurance contract | $995K | 18.9% |
| Growth Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $854K | 16.2% |
| Tiaa Insurance Investment Account Tiaa Traditional Annuity - Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $783K | 14.9% |
| Common Stock Manager not matched · Insurance contract | $518K | 9.8% |
| Equity Index Account Manager not matched · Insurance contract Index | $349K | 6.6% |
| Social Choice Account Manager not matched · Insurance contract | $212K | 4.0% |
| Nuveen Lifecylce 2055 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $147K | 2.8% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $91K | 1.7% |
| Core Bond Account Manager not matched · Insurance contract | $90K | 1.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
14 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed September 1, 2014.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
10 filings · 2016 to 2025