Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $139,606 |
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $24,255 |
34 funds of $250K or more; 27 lines in all, holding $198M of the plan's $199M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa fixed annuity contracts TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $38.2M | 19.2% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $33.2M | 16.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $17.4M | 8.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $13.7M | 6.9% |
| American Washington Mutual Investment Capital Group · Other | $12.4M | 6.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.5M | 4.8% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $8.7M | 4.4% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.4M | 4.3% |
| Cost Value Pooled separate account: TIA Manager not matched · Separate account | $6.9M | 3.5% |
| AF Europac Growth Capital Group · Mutual fund | $6.7M | 3.4% |
Added 1 fund, dropped 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCost Value Pooled separate account: TIA | $6.9M |
| Other vehicle moveCost Value Pooled separate account: Tiaa to Cost value Mutual fundsseparate account to mutual fund | $6.5M to $1.2M |
| DroppedCost Value Mutual Funds (conti | $675K |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.