Filings through .
Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $57,634 |
25 funds of $250K or more; 29 lines in all, holding $88.1M of the plan's $90.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Goldman Sachs Target Date Retirement Portfolio Class R6 Shares Manager not matched · Mutual fund | $32.0M | 36.3% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $10.1M | 11.4% |
| Stock R2 TIAA (Nuveen) · Insurance contract | $8.2M | 9.3% |
| Fidelity Index IPR Fidelity (FMR) · Mutual fund Index | $6.5M | 7.4% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Possible retail class R2 | $3.5M | 4.0% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $3.2M | 3.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.7M | 3.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.7M | 3.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.2M | 2.5% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexPossible retail class R2 | $2.1M | 2.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.