Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $96 |
5 funds of $250K or more; 21 lines in all, holding $7.2M of the plan's $7.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $2.1M | 29.5% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $1.6M | 21.8% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $1.0M | 14.2% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $840K | 11.7% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $415K | 5.8% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $250K | 3.5% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $235K | 3.3% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund | $199K | 2.8% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $195K | 2.7% |
| Inflation-Linked Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $121K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 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.
The auditor signed off without reservation. This is the cleanest opinion.