Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | NONE | $112K | — |
| PLANPILOT, LLC | 45-4168388 | — | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive | Other securities | — | — | $35.0M | 20.9% | |
| CREF Variable Annuity Contracts * CREF Stock R2 | Other securities | — | — | $22.4M | 13.3% | |
| Vanguard Inst Idx Inst | Other securities | — | — | $10.2M | 6.1% | |
| TIAA Traditional Annuities * TIAA Traditional Benefit Responsive | Other securities | — | — | $8.2M | 4.9% | |
| CREF Equity Index R2 | Other securities | — | — | $8.1M | 4.8% | |
| CREF Growth R2 | Other securities | — | — | $7.2M | 4.3% | |
| CREF Global Equities R2 | Other securities | — | — | $6.6M | 3.9% | |
| TIAA-CREF Nuveen Lifecycle 2040-R6 | Other securities | — | — | $6.2M | 3.7% | |
| CREF Social Choice R2 | Other securities | — | — | $6.0M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.8M | 3.5% | |
| TIAA-CREF Nuveen Lifecycle 2045-R6 | Other securities | — | — | $5.1M | 3.1% | |
| Vanguard Ttl Intl Stk Idx Inst | Other securities | — | — | $4.7M | 2.8% | |
| TIAA-CREF Nuveen Lifecycle 2050-R6 | Other securities | — | — | $4.3M | 2.6% | |
| Parnassus Investments Parnassus Core Equity Inst | Other securities | — | — | $3.5M | 2.1% | |
| s * TIAA-CREF CREF Core Bond R2 | Mutual Funds | — | — | $3.4M | 2.0% | |
| TIAA-CREF Nuveen Lifecycle 2035-R6 | Other securities | — | — | $3.3M | 2.0% | |
| Vanguard Small-Cap Idx Adm | Other securities | — | — | $3.2M | 1.9% | |
| TIAA-CREF Nuveen Lifecycle 2030-R6 | Other securities | — | — | $2.8M | 1.7% | |
| CREF Inflation-Linked Bond R2 | Other securities | — | — | $2.5M | 1.5% | |
| TIAA-CREF Nuveen Lifecycle 2025-R6 | Other securities | — | — | $2.2M | 1.3% | |
| TIAA-CREF Nuveen Lifecycle 2055-R6 | Other securities | — | — | $2.1M | 1.3% | |
| Vanguard Mid-Cap Idx Adm | Other securities | — | — | $2.1M | 1.3% | |
| CREF Money Market R2 | Cash / Money Market | — | — | $2.1M | 1.2% | |
| American Funds American EuroPac Growth R6 | Other securities | — | — | $1.6M | 1.0% | |
| Baird Asset Management Baird Aggregate Bond Inst | Other securities | — | — | $1.2M | 0.7% | |
| TIAA-CREF Nuveen Lifecycle 2020-R6 | Other securities | — | — | $1.1M | 0.6% | |
| Putnam Large Cap Value Fund Y | Other securities | — | — | $927K | 0.6% | |
| TIAA Stable Value | Other securities | — | — | $891K | 0.5% | |
| TIAA-CREF Nuveen Lifecycle 2015-R6 | Other securities | — | — | $757K | 0.5% | |
| TIAA Traditional Non-Benefit Responsive 2 | Other securities | — | — | $702K | 0.4% | |
| American Funds American Fd New Perspective R6 | Other securities | — | — | $685K | 0.4% | |
| Vanguard Infl Protect Sec Adm | Other securities | — | — | $592K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2060-R6 | Other securities | — | — | $533K | 0.3% | |
| TIAA-CREF Nuveen Lifecycle 2010-R6 | Other securities | — | — | $486K | 0.3% | |
| Vanguard Ttl Stk Mkt Idx Adm | Other securities | — | — | $433K | 0.3% | |
| TIAA Traditional Benefit Responsive 2 | Other securities | — | — | $272K | 0.2% | |
| to 9.50% - | Bonds / Notes | — | — | $254K | 0.2% | |
| Alliance Bernstein AB Large Cap Growth Fund Adv | Other securities | — | — | $185K | 0.1% | |
| ClearBridge Small Cp Growth IS | Other securities | — | — | $71K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle 2065-R6 | Other securities | — | — | $65K | <0.1% | |
| Macquarie Delaware Small Cap Val Inst | Other securities | — | — | $55K | <0.1% | |
| Calvert Bond Fund - Class R6 | U.S. Treasuries | — | — | $51K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $27K |
| — |
| BOUTWELL FAY LLP | 33-0802931 | — | NONE | $9K | — |