Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE * TIAA Traditional Annuity Account - Non-benefit Responsive | Other securities | — | — | $6.0M | 18.1% | |
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock R1 | Other securities | — | $6K | $5.4M | 16.2% | |
| CREF Growth R1 | Other securities | — | $7K | $3.7M | 11.0% | |
| CREF Equity Index R1 | Other securities | — | $6K | $3.1M | 9.2% | |
| CREF Global Equities R1 | Other securities | — | $5K | $1.5M | 4.6% | |
| Vanguard 500 Idx Adm | Other securities | — | $3K | $1.5M | 4.6% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | $47K | $1.4M | 4.3% | |
| CREF Social Choice R1 | Other securities | — | $3K | $1.1M | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2K | $803K | 2.4% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | $25K | $645K | 1.9% | |
| TIAA Access Nuveen Lifecycle 2045 T4 | Other securities | — | $7K | $549K | 1.6% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | $24K | $512K | 1.5% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | $23K | $502K | 1.5% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | $26K | $499K | 1.5% | |
| T. Rowe Price Blue Chip Gr I | Other securities | — | $3K | $497K | 1.5% | |
| Vanguard Ttl Intl Stk Idx Adm | Other securities | — | $15K | $486K | 1.5% | |
| Vanguard Extended Mkt Idx Adm | Other securities | — | $3K | $425K | 1.3% | |
| CREF Money Market R1 | Cash / Money Market | — | $13K | $377K | 1.1% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | $18K | $368K | 1.1% | |
| TIAA Access Nuveen Lifecycle 2050 T4 | Other securities | — | $4K | $282K | 0.8% | |
| Pioneer Equity Income Class K | Other securities | — | $12K | $280K | 0.8% | |
| Cohen&Steers Inst Realty Shar | Other securities | — | $6K | $278K | 0.8% | |
| CREF Core Bond R1 | Other securities | — | $2K | $269K | 0.8% | |
| TIAA Acess Nuveen Lifecycle 2025 T4 | Other securities | — | $4K | $249K | 0.7% | |
| TIAA Access Nuveen RlEstSecSel T4 | Other securities | — | $5K | $235K | 0.7% | |
| T. Rowe Price Retirement 2025 I | Other securities | — | $11K | $183K | 0.5% | |
| CREF Inflation-Linked Bond R1 | Other securities | — | $2K | $171K | 0.5% | |
| TIAA Acess Nuveen Large Cap Growth T4 789 | Other securities | — | — | $141K | 0.4% | |
| TIAA Access Nuveen Intl Equity T4 | Other securities | — | $3K | $122K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2030 T4 | Other securities | — | $2K | $120K | 0.4% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | $6K | $100K | 0.3% | |
| TIAA Acess Nuveen Large Cap Val T4 | Other securities | — | $1K | $92K | 0.3% | |
| TIAA Access Nuveen Mid Cap Val T4 | Other securities | — | $1K | $83K | 0.2% | |
| TIAA Access Nuveen Qt Small Cap Eq T4 801 | Other securities | — | — | $71K | 0.2% | |
| DFA Investment Grade Inst | Other securities | — | $5K | $49K | 0.1% | |
| TIAA Access Nuveen LargeCap Res Eq T4 412 | Other securities | — | — | $46K | 0.1% | |
| T. Rowe Price Retirement 2010 I | Other securities | — | $3K | $46K | 0.1% | |
| T. Rowe Pr Spect Intl Equity | Other securities | — | $3K | $41K | 0.1% | |
| TIAA Access Nuveen Equity Idx T4 330 | Other securities | — | — | $40K | 0.1% | |
| T. Rowe Price Retirement 2065 I | Other securities | — | $2K | $31K | <0.1% | |
| Nationwide Geneva Small Cap Gr R6 341 | Other securities | — | — | $30K | <0.1% | |
| TIAA Access Nuveen Small Cap Bl Ix T4 351 | Other securities | — | — | $28K | <0.1% | |
| T. Rowe Price Retirement 2020 I | Other securities | — | $1K | $22K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2040 T4 244 | Other securities | — | — | $18K | <0.1% | |
| PIMCO Diversified Income Inst | Other securities | — | $2K | $15K | <0.1% | |
| TIAA Access Nuveen Core Equity T4 94 | Other securities | — | — | $14K | <0.1% | |
| TIAA Access Nuveen Core Pl Bd T4 183 | Other securities | — | — | $7K | <0.1% | |
| PIMCO Real Return Inst Class 572 | Other securities | — | — | $6K | <0.1% | |
| Undiscovered Mgrs Behav Val R6 54 | Other securities | — | — | $5K | <0.1% | |
| TIAA Access Nuveen Mid Cap Growth T4 48 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTIMIZING FOUNDATIONS, LLC | 47-4318359 | — | NONE | $7K | — |