Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434507 | OVERLAND PARK, KS | NONE | $30K | — |
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 | — | — | $5.2M | 11.7% | |
| Vanguard Target Retire 2035 | Other securities | — | — | $3.7M | 8.3% | |
| Vanguard Target Retire 2050 | Other securities | — | — | $2.8M | 6.2% | |
| Vanguard Ttl Stk Mkt Idx Adm | Other securities | — | — | $2.5M | 5.7% | |
| CREF Stock R1 | Other securities | — | — | $2.5M | 5.6% | |
| Vanguard Target Retire 2045 | Other securities | — | — | $2.5M | 5.5% | |
| Vanguard Target Retire 2040 | Other securities | — | — | $2.3M | 5.1% | |
| Vanguard Target Retire 2025 | Other securities | — | — | $2.0M | 4.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.9M | 4.3% | |
| Vanguard Developed Mkts Idx Adm | Other securities | — | — | $1.8M | 4.1% | |
| American Funds Washington Mut Inv R6 | Other securities | — | — | $1.8M | 4.0% | |
| Vanguard Target Retire 2055 | Other securities | — | — | $1.5M | 3.3% | |
| TIAA Traditional Non Benefit Responsive 2 | Other securities | — | — | $1.3M | 2.9% | |
| Vanguard Small-Cap Idx Adm | Other securities | — | — | $1.1M | 2.5% | |
| Vanguard Target Retire 2030 | Other securities | — | — | $1.0M | 2.3% | |
| CREF Equity Index R1 | Other securities | — | — | $998K | 2.2% | |
| CREF Global Equities R1 | Other securities | — | — | $776K | 1.7% | |
| Vanguard Dividend Growth Inv | Other securities | — | — | $725K | 1.6% | |
| Vanguard Intr-Trm Bnd Idx Adm | Other securities | — | — | $724K | 1.6% | |
| Vanguard Mid-Cap Idx Adm | Other securities | — | — | $680K | 1.5% | |
| Lord Abbett Sh Duration Inc I | Common Stock | — | — | $628K | 1.4% | |
| CREF Growth R1 | Other securities | — | — | $542K | 1.2% | |
| American Beacons Beacon Sm Cp Val R5 | Other securities | — | — | $478K | 1.1% | |
| Vanguard Target Retire Income | Other securities | — | — | $460K | 1.0% | |
| Janus Triton I | Other securities | — | — | $429K | 1.0% | |
| Vanguard Mid-Cap Value Idx Adm | Other securities | — | — | $413K | 0.9% | |
| Vanguard Target Retire 2020 | Other securities | — | — | $390K | 0.9% | |
| Janus Henderson Enterprise N | Other securities | — | — | $359K | 0.8% | |
| Vanguard Target Retire 2060 | Other securities | — | — | $346K | 0.8% | |
| PIMCO Real Return Inst Class | Other securities | — | — | $333K | 0.7% | |
| Parnassus Value Equity Instl | Other securities | — | — | $308K | 0.7% | |
| Federated Instl Hi Yd Bd Instl | Other securities | — | — | $295K | 0.7% | |
| Vanguard Real Estate Idx Adm | Other securities | — | — | $278K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $246K | 0.6% | |
| CREF Money Market R1 | Cash / Money Market | — | — | $205K | 0.5% | |
| CREF Core Bond R1 | Other securities | — | — | $203K | 0.5% | |
| Dodge & Cox Intl Stock Fund I | Other securities | — | — | $197K | 0.4% | |
| CREF Inflation-Linked Bond R1 | Other securities | — | — | $139K | 0.3% | |
| CREF Social Choice R1 | Other securities | — | — | $118K | 0.3% | |
| Vanguard Target Retire 2065 | Other securities | — | — | $79K | 0.2% | |
| TIAA Access Lg-Cap Gr T4 | Other securities | — | — | $48K | 0.1% | |
| Vanguard Treasury MoneyMkt Inv | Other securities | — | — | $41K | <0.1% | |
| TIAA Access Lg-Cap Val T4 | Other securities | — | — | $30K | <0.1% | |
| TIAA Access Equity Index T4 | Other securities | — | — | $25K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 (at contract value) | Other securities | — | — | $23K | <0.1% | |
| TIAA Access Mid-Cap Val T4 ** 833 * TIAA Access Real Est Secs T4 ** 61 * TIAA Access Sm-Cap Bl Idx T4 ** 393 * TIAA Access Quant Sml Cp Eq T4 ** 757 * TIAA Access Social Ch Eq T4 | Other securities | — | — | $18K | <0.1% | |
| TIAA Access Lifecycle 2040 T4 | Other securities | — | — | $16K | <0.1% | |
| TIAA Access Growth & Income T4 ** 326 * TIAA Access Intl Equity T4 | Other securities | — | — | $8K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS RETIREMENT SERVICES, LLC | 62-1700633 | HENDERSONVILLE, TN | NONE | $15K | — |
