Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $77,287 |
Service code 27 · EIN 81-3968784 | Advisory (Plan) | $59,287 |
38 funds of $250K or more; 40 lines in all, holding $107M of the plan's $109M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $18.5M | 17.3% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.7M | 9.1% |
| Tiaa Traditional Annuity Contract - Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.4M | 6.0% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.7M | 4.4% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $4.6M | 4.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.5M | 4.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.4M | 4.1% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.3M | 4.0% |
| Nuveen S&P 500 Index Fund Class I TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $4.0M | 3.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 3.4% |
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedIshares S&P 500 Index FD CL K | $6.8M |
| AddedVanguard Value Index Fund Admiral Shares | $4.4M |
| AddedVanguard Growth Index Fund Admiral Shares | $3.6M |
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.
The auditor signed off without reservation. This is the cleanest opinion.