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41 funds of $250K or more; 43 lines in all, holding $109M of the plan's $109M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LfCycle Ix 2040 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $14.0M | 12.8% |
| Nuveen LfCycle Ix 2045 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $12.4M | 11.3% |
| Tiaa-Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.1M | 8.3% |
| Nuveen LfCycle Ix 2035 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.7M | 8.0% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $8.3M | 7.6% |
| Nuveen LfCycle Ix 2030 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $6.1M | 5.5% |
| Total Global Stock Account Class R3 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.5M | 5.1% |
| Nuveen LfCycle Ix 2020 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.0M | 3.7% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $3.4M | 3.1% |
| Nuveen LfCycle Ix 2010 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 2.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.