Filings through .
Filed May 19, 2025
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
6 funds of $250K or more; 12 lines in all, holding $9.9M of the plan's $9.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $2.9M | 29.0% |
| Tiaa Traditional Non Benefit Responsive Gauranteed Interest Contract TIAA (Nuveen) · Insurance contract | $1.9M | 19.4% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $1.8M | 18.2% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $950K | 9.6% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $624K | 6.3% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $605K | 6.1% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account | $414K | 4.2% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund | $248K | 2.5% |
| Inflation-Linked Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $194K | 2.0% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $117K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.