Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | 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 | — | — | $4.0M | 18.2% | |
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock R1 | Other securities | — | $3K | $3.2M | 14.5% | |
| CREF Equity Index R1 | Other securities | — | $4K | $1.9M | 8.6% | |
| CREF Growth R1 | Other securities | — | $3K | $1.5M | 7.1% | |
| Nuveen Lifecycle 2035 Retire | Other securities | — | $87K | $1.5M | 6.9% | |
| CREF Global Equities R1 | Other securities | — | $3K | $1.3M | 5.8% | |
| Nuveen S&P 500 Index Retire | Other securities | — | $13K | $861K | 3.9% | |
| Nuveen Lifecycle 2045 Retire | Other securities | — | $50K | $758K | 3.5% | |
| Nuveen Lifecycle 2050 Retire | Other securities | — | $43K | $671K | 3.1% | |
| CREF Core Bond R1 | Other securities | — | $4K | $578K | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $1K | $552K | 2.5% | |
| AF New Perspective Fund R4 | Other securities | — | $8K | $545K | 2.5% | |
| Nuveen Lifecycle 2055 Retire | Other securities | — | $27K | $501K | 2.3% | |
| TIAA Access Nuv Lifecycle 2050 T3 | Other securities | — | $4K | $358K | 1.6% | |
| Nuveen Large Cap Growth Retire | Other securities | — | $12K | $350K | 1.6% | |
| TIAA Access Nuv Lifecycle 2035 T3 | Other securities | — | $5K | $345K | 1.6% | |
| CREF Social Choice R1 843 | Other securities | — | — | $330K | 1.5% | |
| CREF Money Market R1 | Cash / Money Market | — | $10K | $292K | 1.3% | |
| Nuveen Lifecycle 2030 Retire | Other securities | — | $16K | $262K | 1.2% | |
| TIAA Access Nuv Lifecycle 2045 T3 | Other securities | — | $2K | $207K | 0.9% | |
| Nuveen Core Plus Bond Retire | Other securities | — | $22K | $204K | 0.9% | |
| TIAA Traditional Non Benefit Responsive 2 | Other securities | — | — | $195K | 0.9% | |
| Nuveen Lifecycle 2025 Retire | Other securities | — | $12K | $183K | 0.8% | |
| Nuveen Real Estate Securities Select Rtmt | Other securities | — | $9K | $162K | 0.7% | |
| TIAA Access Nuv Lifecycle 2055 T3 | Other securities | — | $2K | $155K | 0.7% | |
| TIAA Access Nuv Lifecycle 2040 T3 | Other securities | — | $2K | $138K | 0.6% | |
| CREF Inflation-Linked Bond R1 | Other securities | — | $1K | $111K | 0.5% | |
| Nuveen Lifecycle 2060 Retire | Other securities | — | $6K | $104K | 0.5% | |
| Nuveen Lifecycle 2040 Retire | Other securities | — | $5K | $103K | 0.5% | |
| Nuveen International Equity Index Retire | Other securities | — | $3K | $88K | 0.4% | |
| Vanguard Mid-Cap Index Adm 242 | Other securities | — | — | $84K | 0.4% | |
| Nuveen Lifecycle 2065 Retire | Other securities | — | $5K | $76K | 0.3% | |
| Nuveen Small Cap Blend Index Rtmt | Other securities | — | $2K | $51K | 0.2% | |
| BlackRock Strategic Income Opportunities Port | Other securities | — | $4K | $37K | 0.2% | |
| MFS Value Fund Class R4 683 | Other securities | — | — | $35K | 0.2% | |
| Calvert Balanced Portfolio I 636 | Other securities | — | — | $30K | 0.1% | |
| Eagle Mid Cap Growth Fund Cl I 295 | Other securities | — | — | $24K | 0.1% | |
| TIAA Access Nuv Lifecycle 2020 T3 371 | Other securities | — | — | $24K | 0.1% | |
| TIAA Access Nuv Lifecycle 2060 T3 219 | Other securities | — | — | $13K | <0.1% | |
| Nuveen Large Cap Responsible Equity Rtmt 260 | Other securities | — | — | $8K | <0.1% | |
| Allspring Spec Small Cap Value Inst 161 | Other securities | — | — | $6K | <0.1% | |
| TIAA Access Nuv Lifecycle 2030 T3 70 | Other securities | — | — | $5K | <0.1% | |
| MFS Mid Cap Value Class R4 95 | Other securities | — | — | $3K | <0.1% | |
| Putnam Small Cap Growth R6 23 | Other securities | — | — | $2K | <0.1% | |
| Nuveen Lifecycle 2020 Retire 115 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
