Filings through .
Filed August 14, 2024
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6 funds of $250K or more; 15 lines in all, holding $6.3M of the plan's $6.4M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LC Index 2030 TIAA (Nuveen) · Mutual fund Index | $1.9M | 29.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 29.6% |
| Nuveen LC Index 2020 TIAA (Nuveen) · Mutual fund Index | $654K | 10.3% |
| Nuveen LC Index 2035 TIAA (Nuveen) · Mutual fund Index | $428K | 6.7% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 1 vintage | $330K | 5.2% |
| Nuveen LC Index 2045 TIAA (Nuveen) · Mutual fund Index | $308K | 4.9% |
| Nuveen LC Index 2025 TIAA (Nuveen) · Mutual fund Index | $244K | 3.8% |
| Nuveen LC Index 2050 TIAA (Nuveen) · Mutual fund Index | $220K | 3.5% |
| Nuveen LC Index 2055 TIAA (Nuveen) · Mutual fund Index | $117K | 1.9% |
| Nuveen LC Index 2060 TIAA (Nuveen) · Mutual fund Index | $101K | 1.6% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)