Filings through .
Filed June 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $44,146 |
29 funds of $250K or more; 21 lines in all, holding $193M of the plan's $194M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $32.6M | 16.9% |
| Tiaa Traditional Non Benefit TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $32.2M | 16.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $26.2M | 13.6% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $17.4M | 9.0% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $16.2M | 8.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $15.8M | 8.2% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund | $11.5M | 6.0% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.3M | 2.7% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.9M | 2.6% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.7M | 2.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Institutional Target N/R | $3.1M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.