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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $23,529 |
10 funds of $250K or more; 41 lines in all, holding $6.5M of the plan's $6.6M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $3.7M | 57.0% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $482K | 7.4% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Possible retail class R1 | $412K | 6.4% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $375K | 5.8% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $366K | 5.6% |
| DWS Capital Growth Fund Class R6 DWS · Mutual fund | $232K | 3.6% |
| Tiaa Access Nuv LifCyc 2040 T4 TIAA (Nuveen) · Mutual fund | $167K | 2.6% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $121K | 1.9% |
| Class K Tiaa Tiaa Real Estate TIAA (Nuveen) · Mutual fund | $117K | 1.8% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $106K | 1.6% |
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.