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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,440 |
21 funds of $250K or more; 46 lines in all, holding $23.8M of the plan's $24.0M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.1M | 21.2% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.1M | 13.0% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.1M | 9.0% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.8M | 7.7% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.7M | 7.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.3M | 5.3% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $921K | 3.9% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $659K | 2.8% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $602K | 2.5% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $593K | 2.5% |
Added 6 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedNuveen Lifecycle 2030 Fund | $534K |
| AddedTiaa Access WstAst Cr Pl Bd T4 N/R | $479K |
| AddedTiaa Real Estate | $351K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.