Filings through .
Filed March 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,772 |
24 funds of $250K or more; 44 lines in all, holding $25.8M of the plan's $25.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $11.1M | 43.1% |
| For the Year Ended December 31, 2025 Mutual Funds (Continued): Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $4.2M | 16.3% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $1.0M | 3.9% |
| MFS International iversification R6 MFS (Sun Life) · Mutual fund | $933K | 3.6% |
| 2025 Non Benefit-Responsive Investment Contract: Tiaa and Cref TIAA (Nuveen) · Insurance contract | $895K | 3.5% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $860K | 3.3% |
| Nuveen Core Plus Bond Fund Class R6 TIAA (Nuveen) · Mutual fund | $823K | 3.2% |
| Fully Benefit-Responsive Investment Contract Tiaa-Cref TIAA (Nuveen) · Insurance contract | $569K | 2.2% |
| Stable Value Fund Manager not matched · Insurance contract | $498K | 1.9% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $493K | 1.9% |
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.