Filings through .
Filed July 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 910E. SAINT LOUIS STREET · SPRINGFIELD, MO 65806 | Accounting | $12,230 |
TIAA11+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $7,085 |
27 funds of $250K or more; 42 lines in all, holding $36.2M of the plan's $38.9M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $8.0M | 22.1% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.5M | 12.4% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.2M | 9.0% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.4M | 6.6% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.1M | 5.8% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 5.7% |
| Tiaa Traditional Non Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.6M | 4.5% |
| American Century One Choice 2035 A American Century · Other | $1.3M | 3.5% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.2M | 3.2% |
| ONE Choice 2030 Portfolio A Class American Century · Mutual fund Possible retail class A | $856K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.