Filings through .
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6 funds of $250K or more; 10 lines in all, holding $7.7M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract | $2.5M | 32.4% |
| Cref S&P 500 Index R1 Variable Annuity TIAA (Nuveen) · Insurance contract Index | $1.4M | 18.7% |
| Tiaa Traditional, non fully benefit-responsive Investment contract TIAA (Nuveen) · Insurance contract | $1.3M | 16.6% |
| Global Equities Account Class R1 TIAA (Nuveen) · Insurance contract | $1.2M | 15.4% |
| Cref Money Market R1 Variable Annuity TIAA (Nuveen) · Insurance contract | $614K | 7.9% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account | $289K | 3.7% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Insurance contract | $158K | 2.0% |
| Core Bond Account Class R1 TIAA (Nuveen) · Insurance contract | $152K | 2.0% |
| Inflation-Linked Bond Account Class R1 TIAA (Nuveen) · Insurance contract | $55K | 0.7% |
| Fully Benefit-Responsive Investment Contract Tiaa Traditional TIAA (Nuveen) · Insurance contract | $43K | 0.6% |
Added 1 fund, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedGrowth Account Class R1 | $2.5M |
| DroppedCost Value Cref Gro | $2.2M |
| DroppedTotal Global Stock Account Class R1 | $2.1M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.