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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $159,896 |
26 funds of $250K or more; 19 lines in all, holding $188M of the plan's $191M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $75.4M | 40.1% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $43.9M | 23.4% |
| Vanguard Cash Reserves Federal Money Market Fund Investor Shares Vanguard · Money market | $24.2M | 12.8% |
| Vanguard Extend MkIdx Inst Pl Vanguard · Mutual fund | $10.8M | 5.8% |
| Tiaa Traditional Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $8.2M | 4.4% |
| Vanguard Total Int St Ix IsPls Vanguard · Mutual fund | $7.6M | 4.0% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $7.2M | 3.8% |
| Responsible Balanced Account Class R4 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.4M | 1.3% |
| Dodge & Cox Global Stock Fund Class X Dodge & Cox · Mutual fund | $1.9M | 1.0% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.8M | 0.9% |
No lineup changes between the 2024 and 2025 filings.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.