Filings through .
Filed November 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 TIAA - TEACHERS INSURANCE AND ANNUI · NEW YORK, NY 100173206 | Insurance services | $1,210 |
10 funds of $250K or more; 46 lines in all, holding $9.9M of the plan's $9.9M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.3M | 12.7% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 11.8% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.1M | 11.2% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.1M | 10.6% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $906K | 9.1% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $830K | 8.4% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $664K | 6.7% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market Recordkeeper's own fund | $569K | 5.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $534K | 5.4% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $330K | 3.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.