Filings through .
Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
HM CAPITAL MANAGEMENT6 years Filed as: MV CAPITAL MANAGEMENT Service code 27 · EIN 20-3909364 | Advisory (Plan) | $87,306 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $62,965 |
20 funds of $250K or more; 52 lines in all, holding $31.2M of the plan's $31.3M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 15.4% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.3M | 13.9% |
| Nuveen Large Cap Value Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 10.6% |
| Nuveen Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 9.3% |
| Nuveen Bond Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 8.1% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.9M | 6.1% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 4.5% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.2M | 3.9% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.1M | 3.5% |
| Vanguard High Dividend Yield Index Fund Admiral Shares Vanguard · Mutual fund Index | $897K | 2.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.