Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
10 funds of $250K or more; 13 lines in all, holding $8.4M of the plan's $8.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle, other, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R1 TIAA (Nuveen) · Separate account | $1.5M | 17.8% |
| Growth Account Class R1 TIAA (Nuveen) · Separate account | $1.5M | 17.3% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Separate account Index | $1.3M | 15.0% |
| Nuveen Lifecycle TIAA (Nuveen) · Separate account Target-date, 9 vintages | $1.0M | 12.5% |
| Tiaa Traditional: Non-fully benefit-responsive TIAA (Nuveen) · Insurance contract | $866K | 10.3% |
| Global Equities Account Class R1 TIAA (Nuveen) · Separate account | $622K | 7.4% |
| Inflation-Linked Bond Account Class R1 TIAA (Nuveen) · Separate account | $524K | 6.2% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Separate account | $363K | 4.3% |
| Core Bond Account Class R1 TIAA (Nuveen) · Separate account | $257K | 3.1% |
| Fully Benefit-Responsive Investment Contract Tiaa Traditional TIAA (Nuveen) · Insurance contract | $173K | 2.1% |
Covers 61,314 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.