Filings through .
Filed December 17, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,310 |
28 funds of $250K or more; 20 lines in all, holding $76.9M of the plan's $77.4M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $29.3M | 38.0% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $11.1M | 14.5% |
| Tiaa Traditional Non Benefit TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $7.5M | 9.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.2M | 6.7% |
| Vanguard Total Stock Market Index Fund Institutional Plus Shares Vanguard · Mutual fund | $4.6M | 6.0% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.0M | 5.2% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.1M | 4.0% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.4M | 3.1% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.1M | 2.8% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.7M | 2.2% |
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Institutional Target Retirement 2035 Fund Institutional Shares to Vanguard Target Retirement 2035 Fund Investor Shares | $23.5M to $29.3M |
| Share class changeVanguard Total Stock Market Index Fund Institutional Shares to Vanguard Total Stock Market Index Fund Institutional Plus Shares | $3.4M to $4.6M |
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 71,410 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.