Filings through .
Filed October 17, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY CAPITAL MGMT LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $62,344 |
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,846 |
37 funds of $250K or more; 31 lines in all, holding $128M of the plan's $128M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $19.3M | 15.1% |
| Tiaa Traditional: Non-fully benefit-responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $18.7M | 14.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $18.2M | 14.3% |
| Tiaa Traditional Non-Fully Benefit-Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $8.4M | 6.6% |
| Schwab S&P 500 Index Fund AS Charles Schwab · Mutual fund Index | $6.6M | 5.2% |
| American AME American Balanced Fund R5E Capital Group · Mutual fund | $6.4M | 5.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $5.8M | 4.5% |
| Tiaa Traditional Fully-Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.5M | 4.3% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $5.2M | 4.1% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.0M | 3.2% |
Added 4 funds, likely replaced 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighNuveen S&P 500 Index Retire to Schwab S&P 500 Index Fund AS | $3.8M to $6.6M |
| Share class changeEupac Fund Class R-5 to Eupac Fund Class R-6 | $2.6M to $5.8M |
| ReplacedHighNuveen Small Cap Blend Index Fund Class R6 to Vanguard Small Cap Index Adm ND | $2.4M to $2.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 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.