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4 funds of $250K or more; 8 lines in all, holding $9.6M of the plan's $9.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fu TIAA (Nuveen) · Mutual fund | $3.8M | 39.7% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $3.1M | 32.2% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $1.6M | 16.5% |
| College Retirement Equities Fu TIAA (Nuveen) · Insurance contract | $451K | 4.7% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $245K | 2.6% |
| Inflation-Linked Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $218K | 2.3% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund | $174K | 1.8% |
| College Retirement Equities Fu Manager not matched · Mutual fund | $26K | 0.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.