Filings through .
Filed April 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $18,256 |
21 funds of $250K or more; 24 lines in all, holding $23.3M of the plan's $23.9M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: American Funds Target Date, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $15.8M | 68.0% |
| Guaranteed Investment Contracts Tiaa Traditional Non Benefit Tiaa-Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.2M | 9.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 4.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $543K | 2.3% |
| Responsible Balanced Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $435K | 1.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $375K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $373K | 1.6% |
| Total Global Stock Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $360K | 1.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $329K | 1.4% |
| AF Europac Growth R6 Capital Group · Mutual fund | $322K | 1.4% |
Added 2 funds, likely replaced 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchTiaa-Cref American Fds 2045 Tar Ret R6 to American Funds Target Date 2045 Fund | $14.4M to $15.8M |
| ReplacedHighTiaa-Cref Vanguard Ttl Intl Stk Index Adm to Vanguard Total International Stock Index Fund Admiral Shares | $498K to $543K |
| AddedJPMorgan Equity Income Fund Class R6 | $375K |
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.
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 signed off without reservation. This is the cleanest opinion.