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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $0 |
4 funds of $250K or more; 70 lines in all, holding $4.3M of the plan's $4.4M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: MoA Clear Passage, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Manager not matched · Mutual fund Target-date, 10 vintages | $2.1M | 49.7% |
| Non Benefit-Responsive Investment Contracts Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $274K | 6.3% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $227K | 5.3% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $192K | 4.5% |
| Invesco Global Fund Class A Invesco · Mutual fund Possible retail class A | $158K | 3.7% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $132K | 3.1% |
| Invesco Discovery Large Cap Appreciation Fund A Invesco · Mutual fund Possible retail class A | $114K | 2.6% |
| Invesco Multi-Asset Income Fund Class A Invesco · Mutual fund Possible retail class A | $102K | 2.4% |
| MoA Retirement Income Fund Manager not matched · Mutual fund | $84K | 1.9% |
| Invesco Select Risk: Moderate Investor Fund Class A Invesco · Mutual fund | $72K | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.