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10 funds of $250K or more; 39 lines in all, holding $6.2M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.2M | 50.8% |
| Growth Account TIAA (Nuveen) · Mutual fund | $439K | 7.1% |
| Guaranteed Investment Contracts Tiaa TIAA (Nuveen) · Insurance contract | $428K | 6.9% |
| Nuveen Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $338K | 5.4% |
| Vanguard Wellesley Income Fund Investor Shares Vanguard · Mutual fund | $274K | 4.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $265K | 4.3% |
| American Funds Capital Group · Mutual fund | $226K | 3.6% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $203K | 3.3% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund | $167K | 2.7% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $167K | 2.7% |
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.