TERC, Inc.'s EIN is 04-6134355.
Download the official 2024 Form 5500 (PDF) for TERC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TERC, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | — | — | RECORDKEEPER | $34K | — |
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 X2 Variable Annuity | Mutual Funds | — | — | $5.2M | 9.9% | |
| NUVEEN S&P 500 INDEX R6 JK Mutual Fund | Common Collective Trusts | — | — | $3.2M | 6.1% | |
| CREF SOCIAL CHOICE R1 X4 Variable Annuity | Mutual Funds | — | — | $3.0M | 5.7% | |
| CREF GROWTH R1 X7 Variable Annuity | Mutual Funds | — | — | $2.9M | 5.6% | |
| TIAA TRADITIONAL NON‐BENEFIT RESPONSIVE 2 *** TIAA Traditional Annuity Contract | Mutual Funds | — | — | $2.8M | 5.3% | |
| VANGUARD TARGET RET 2035 INV MS Mutual Fund | Mutual Funds | — | — | $2.4M | 4.6% | |
| NUVEEN INTERNATIONAL EQ IDX R6 JI Mutual Fund | Common Collective Trusts | — | — | $2.1M | 4.0% | |
| CREF EQUITY INDEX R1 X8 Variable Annuity | Common Collective Trusts | — | — | $2.1M | 4.0% | |
| VANGUARD TARGET RET 2025 INV MQ Mutual Fund | Mutual Funds | — | — | $1.9M | 3.6% | |
| NUVEEN LARGE CAP RESP EQ R6 JE Mutual Fund | Mutual Funds | — | — | $1.7M | 3.1% | |
| CREF GLOBAL EQUITIES R1 X6 Variable Annuity | Mutual Funds | — | — | $1.7M | 3.1% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE BR1 TIAA Traditional Annuity Contract | Mutual Funds | — | — | $1.6M | 3.1% | |
| VANGUARD SMALL‐CAP IDX ADM U3 Mutual Fund | Common Collective Trusts | — | — | $1.5M | 2.9% | |
| VANGUARD TARGET RET 2050 INV MV Mutual Fund | Mutual Funds | — | — | $1.2M | 2.3% | |
| VANGUARD TARGET RET 2040 INV MT Mutual Fund | Mutual Funds | — | — | $960K | 1.8% | |
| VANGUARD TTL BD MKT IDX ADM U4 Mutual Fund | Common Collective Trusts | — | — | $923K | 1.8% | |
| CREF CORE BOND R1 X5 Mutual Fund | Mutual Funds | — | — | $849K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $826K | 1.6% | |
| VANGUARD TARGET RET 2045 INV MU Mutual Fund | Mutual Funds | — | — | $662K | 1.3% | |
| VANGUARD MID‐CAP IDX ADM U1 Mutual Fund | Common Collective Trusts | — | — | $593K | 1.1% | |
| CREF MONEY MARKET R1 X3 Variable Annuity | Mutual Funds | — | — | $579K | 1.1% | |
| VANGUARD SHORT‐TRM BD IDX ADM WE Mutual Fund | Common Collective Trusts | — | — | $418K | 0.8% | |
| CREF INFLATION‐LINKED BOND R1 X9 Variable Annuity | Mutual Funds | — | — | $411K | 0.8% | |
| VANGUARD TARGET RET 2030 INV MR Mutual Fund | Mutual Funds | — | — | $407K | 0.8% | |
| VANGUARD REAL ESTATE IDX ADM AA Mutual Fund | Common Collective Trusts | — | — | $365K | 0.7% | |
| TIAA ACCESS NUVEEN INTL EQUITY T4 8A Separate Account | Pooled Separate Accounts | — | — | $363K | 0.7% | |
| VANGUARD TARGET RET 2020 INV MP Mutual Fund | Mutual Funds | — | — | $327K | 0.6% | |
| VANGUARD INFL PROTECT SEC ADM NM Mutual Fund | Mutual Funds | — | — | $288K | 0.5% | |
| TIAA ACCESS NUVEEN LG‐CAP VAL T4 8C Separate Account | Pooled Separate Accounts | — | — | $252K | 0.5% | |
| VANGUARD TARGET RET 2055 INV QX Mutual Fund | Mutual Funds | — | — | $248K | 0.5% | |
| VANGUARD TARGET RET INCOME INV ML Mutual Fund | Mutual Funds | — | — | $228K | 0.4% | |
| TIAA ACCESS NUVEEN MID‐CAP VAL T4 8F Separate Account | Pooled Separate Accounts | — | — | $221K | 0.4% | |
| TIAA ACCESS NUVEEN QUANT SML CP EQ T4 8G Separate Account | Pooled Separate Accounts | — | — | $146K | 0.3% | |
| TIAA ACCESS NUVEEN REAL EST SECS T4 8S Separate Account | Pooled Separate Accounts | — | — | $131K | 0.2% | |
| TIAA ACCESS NUVEEN EQUITY INDEX T4 8K Separate Account | Pooled Separate Accounts | — | — | $121K | 0.2% | |
| TIAA ACCESS NUVEEN SM‐CAP BL IDX T4 8Q Separate Account | Pooled Separate Accounts | — | — | $110K | 0.2% | |
| TIAA ACCESS NUVEEN LIFECYCLE 2050 T4 92 Separate Account | Pooled Separate Accounts | — | — | $94K | 0.2% | |
| VANGUARD TARGET RET 2060 INV AF Mutual Fund | Mutual Funds | — | — | $92K | 0.2% | |
| TIAA ACCESS NUVEEN LIFECYCLE 2040 T4 86 Separate Account | Pooled Separate Accounts | — | — | $90K | 0.2% | |
| TIAA ACCESS NUVEEN LIFECYCLE 2025 T4 83 Separate Account | Pooled Separate Accounts | — | — | $80K | 0.2% | |
| TIAA ACCESS NUVEEN LG‐CAP GR T4 8W Separate Account | Pooled Separate Accounts | — | — | $41K | <0.1% | |
| TIAA ACCESS NUVEEN CORE BOND PLUS T4 8Y Separate Account | Pooled Separate Accounts | — | — | $26K | <0.1% | |
| TIAA ACCESS NUVEEN LIFECYCLE 2035 T4 85 Separate Account | Pooled Separate Accounts | — | — | $23K | <0.1% | |
| TIAA ACCESS NUVEEN MID‐CAP GR T4 8E Separate Account | Pooled Separate Accounts | — | — | $20K | <0.1% | |
| TIAA ACCESS NUVEEN SOCIAL CH EQ T4 8D Separate Account | Pooled Separate Accounts | — | — | $16K | <0.1% | |
| through October 2027 ‐ | Other securities | — | — | $6K | <0.1% | |
| The cost of participant‐directed investments is not required to be disclosed. ** Party‐In‐Interest | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
