Filings through .
Filed January 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 | Plan Administrator | $9,804 |
22 funds of $250K or more; 26 lines in all, holding $20.6M of the plan's $20.6M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa fixed annuity contracts TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.9M | 14.1% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $2.3M | 11.3% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 10.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.0M | 9.8% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 6.7% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.4M | 6.6% |
| Washington Mutual Investor R5E Capital Group · Mutual fund | $1.0M | 5.1% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.0M | 5.0% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $852K | 4.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $756K | 3.7% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.