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8 funds of $250K or more; 12 lines in all, holding $5.3M of the plan's $5.4M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Nuveen Lifecycle Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $3.5M | 66.0% |
| U.S. Large Company Portfolio (Instl) Dimensional · Mutual fund | $388K | 7.3% |
| Vanguard Growth Index ETF Vanguard · ETF IndexRecordkeeper's own fund | $318K | 6.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $306K | 5.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $214K | 4.0% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $183K | 3.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $134K | 2.5% |
| DFA Inflation Protected Sec I Dimensional · Mutual fund | $81K | 1.5% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $52K | 1.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $49K | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)