Filings through .
Filed March 5, 2021
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23 funds of $250K or more; 43 lines in all, holding $23.4M of the plan's $23.4M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $10.3M | 44.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $3.8M | 16.4% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $943K | 4.0% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $857K | 3.7% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $851K | 3.6% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $626K | 2.7% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $625K | 2.7% |
| Nuveen Core Plus Bond Fund Class R6 TIAA (Nuveen) · Mutual fund | $601K | 2.6% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $557K | 2.4% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund | $490K | 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.
The auditor signed off without reservation. This is the cleanest opinion.