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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Filed as: TIAA TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $16,173 |
12 funds of $250K or more; 32 lines in all, holding $11.7M of the plan's $12.3M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $2.7M | 23.1% |
| Cref Global Stock N/R TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.2M | 10.6% |
| Guaranteed Annuity Contract Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.1M | 9.7% |
| Cref Growth Fund N/R TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $973K | 8.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $909K | 7.8% |
| Nuveen S&P 500 Index Fund N/R TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $669K | 5.7% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 1 vintageRecordkeeper's own fund | $537K | 4.6% |
| American Funds New Perspective R6 N/R Capital Group · Mutual fund | $359K | 3.1% |
| Global Equities Account (R) TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $330K | 2.8% |
| Tiaa Real Estate N/R TIAA (Nuveen) · Separate account Recordkeeper's own fund | $248K | 2.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCref Global Stock N/R | $1.2M |
| DroppedSeparate Accounts Cref Cref Stock Fund | $1.1M |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.