Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON O'CONNOR | 20-3985546 | WAKEFIELD, MA | AUDITOR | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 Variable annuity n/a | Other securities | — | — | $1.2M | 11.0% | |
| CREF Equity Index R1 Variable annuity n/a | Other securities | — | — | $757K | 6.9% | |
| CREF Growth R1 Variable annuity n/a | Other securities | — | — | $744K | 6.8% | |
| CREF Global Equities R1 Variable annuity n/a | Other securities | — | — | $708K | 6.5% | |
| TIAA Access Nuveen Lifecycle 2045 T4 Variable annuity n/a | Other securities | — | — | $685K | 6.3% | |
| TIAA Traditional Non Benefit Responsive Guaranteed insurance contract n/a | Other securities | — | — | $532K | 4.9% | |
| CREF Money Market R1 Variable annuity n/a | Cash / Money Market | — | — | $488K | 4.5% | |
| TIAA Access Nuveen Lifecycle 2040 T4 Variable annuity n/a | Other securities | — | — | $475K | 4.4% | |
| TIAA Access Nuveen Lifecycle 2050 T4 Variable annuity n/a | Other securities | — | — | $440K | 4.0% | |
| TIAA Access Nuveen Lifecycle 2030 T4 Variable annuity n/a | Other securities | — | — | $423K | 3.9% | |
| TIAA Traditional Benefit Responsive Guaranteed insurance contract n/a | Other securities | — | — | $414K | 3.8% | |
| Nuveen Lifecycle Index 2045 R6 Mutual fund n/a | Other securities | — | — | $330K | 3.0% | |
| Nuveen Lifecycle Index 2040 R6 Mutual fund n/a | Other securities | — | — | $280K | 2.6% | |
| TIAA Access Nuveen Lifecycle 2015 T4 Variable annuity n/a | Other securities | — | — | $248K | 2.3% | |
| Nuveen Lifecycle Index 2050 R6 Mutual fund n/a | Other securities | — | — | $244K | 2.2% | |
| CREF Social Choice R1 Variable annuity n/a | Other securities | — | — | $238K | 2.2% | |
| TIAA Access Nuveen Lifecycle 2055 T4 Variable annuity n/a | Other securities | — | — | $231K | 2.1% | |
| Nuveen Lifecycle Index 2025 R6 Mutual fund n/a | Other securities | — | — | $203K | 1.9% | |
| TIAA Access Nuveen Intl Equity T4 Variable annuity n/a | Other securities | — | — | $193K | 1.8% | |
| TIAA Access Nuveen Lifecycle 2035 T4 Variable annuity n/a | Other securities | — | — | $193K | 1.8% | |
| CREF Core Bond R1 Variable annuity n/a | Other securities | — | — | $189K | 1.7% | |
| Nuveen Lifecycle Index 2035 R6 Mutual fund n/a | Other securities | — | — | $185K | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $181K | 1.7% | |
| CREF Inflation-Linked Bond R1 Variable annuity n/a | Other securities | — | — | $167K | 1.5% | |
| Nuveen Lifecycle Index 2060 R6 Mutual fund n/a | Other securities | — | — | $160K | 1.5% | |
| TIAA Access Nuveen Lifecycle 2060 T4 Variable annuity n/a | Other securities | — | — | $141K | 1.3% | |
| Nuveen Lifecycle Index 2030 Mutual fund n/a | Other securities | — | — | $111K | 1.0% | |
| Nuveen Lifecycle Index 2055 Mutual fund n/a | Other securities | — | — | $93K | 0.8% | |
| TIAA Axcess Nuveen Large Cap Responsible Equity Fund T4 Variable annuity n/a | Other securities | — | — | $74K | 0.7% | |
| TIAA Access Nuveen Large-Cap Val T4 Variable annuity n/a | Other securities | — | — | $68K | 0.6% | |
| TIAA Access Nuveen Real Estate Securities T4 Variable annuity n/a | Other securities | — | — | $63K | 0.6% | |
| TIAA Access Nuveen Mid-Cap Value T4 Variable annuity n/a | Other securities | — | — | $53K | 0.5% | |
| TIAA Access Nuveen Quant Small-Cap Equity T4 Variable annuity n/a | Other securities | — | — | $53K | 0.5% | |
| Nuveen Lifecycle Index 2015 R6 Mutual fund n/a | Other securities | — | — | $47K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2025 T4 Variable annuity n/a | Other securities | — | — | $46K | 0.4% | |
| iShares S&P 500 Index Fund K Mutual fund n/a | Other securities | — | — | $38K | 0.3% | |
| TIAA Access Nuveen Small-Cap Blend Index T4 Variable annuity n/a | Other securities | — | — | $33K | 0.3% | |
| Vanguard Total International Stock Index Fund Admiral Mutual fund n/a | Other securities | — | — | $25K | 0.2% | |
| Principal Mid Cap S&P 400 Index R6 Mutual fund n/a | Other securities | — | — | $23K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 Mutual fund n/a | Other securities | — | — | $21K | 0.2% | |
| TIAA Access Nuveen Core Bond Plus T4 Variable annuity n/a | Other securities | — | — | $13K | 0.1% | |
| TIAA Access Nuveen Quant Mid-Cap Growth T4 Variable annuity n/a | Other securities | — | — | $13K | 0.1% | |
| TIAA Traditional Benefit Responsive 2 Guaranteed insurance contract n/a | Other securities | — | — | $12K | 0.1% | |
| DFA Emerging Markets Core Equity Portfolio Mutual fund n/a | Other securities | — | — | $10K | <0.1% | |
| TIAA Traditional Non Benefit Responsive 2 Guaranteed insurance contract n/a | Other securities | — | — | $8K | <0.1% | |
| BlackRock US Total Bond Index K Mutual fund n/a | Other securities | — | — | $8K | <0.1% | |
| T Rowe Price Overseas Stock I Mutual fund n/a | Other securities | — | — | $7K | <0.1% | |
| TIAA Access Nuveen Large-Cap Gr T4 Variable annuity n/a | Other securities | — | — | $5K | <0.1% | |
| DWS ESG Core Equity Fund - Class R6 Mutual fund n/a | Other securities | — | — | $5K | <0.1% | |
| Participant Loans Other varies 8.50% n/a -0- | Bonds / Notes | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
