Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $11K | — |
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 Annuity Contract - Nonbenefit-Responsive | Other securities | — | — | $8.7M | 24.2% | |
| Variable Annuity Accounts CREF Stock 8,979 Units | Other securities | — | $9K | $8.0M | 22.3% | |
| CREF Growth 4,657 Units | Other securities | — | $5K | $2.4M | 6.7% | |
| CREF Global Equities 4,565 Units | Other securities | — | $5K | $1.6M | 4.3% | |
| CREF Equity Index 2,651 Units | Other securities | — | $3K | $1.3M | 3.7% | |
| TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Other securities | — | — | $1.3M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $3K | $1.2M | 3.4% | |
| TIAA Access Lifecycle 2045 T3 8,903 Units | Other securities | — | $9K | $689K | 1.9% | |
| TIAA Access Lifecycle 2030 T3 9,142 Units | Other securities | — | $9K | $607K | 1.7% | |
| TIAA Access-VAN Explorer T3 5,674 Units | Other securities | — | $6K | $531K | 1.5% | |
| TIAA Access Intl Equity Idx T3 12,718 Units | Other securities | — | $13K | $528K | 1.5% | |
| CREF Social Choice 1,368 Units | Other securities | — | $1K | $493K | 1.4% | |
| TIAA Access-VAN Wellington T3 6,200 Units | Other securities | — | $6K | $469K | 1.3% | |
| CREF Bond Market 3,318 Units | Other securities | — | $3K | $436K | 1.2% | |
| CREF Inflation-Linked Bond 5,141 Units | Other securities | — | $5K | $425K | 1.2% | |
| TIAA-CREF Lfcyle Idx 2050-Rtmt 12,961 Units | Other securities | — | $13K | $404K | 1.1% | |
| Harbor Capital Appreciation In 3,883 Units | Other securities | — | $4K | $401K | 1.1% | |
| Vanguard 500 Idx Adm 666 Units | Other securities | — | — | $361K | 1.0% | |
| TIAA Access-AF Wash Mut Inv T3 2,937 Units | Other securities | — | $3K | $339K | 0.9% | |
| TIAA Access Lifecycle 2040 T3 3,498 Units | Other securities | — | $3K | $269K | 0.7% | |
| TIAA Access S&P 500 Index T3 1,967 Units | Other securities | — | $2K | $261K | 0.7% | |
| TIAA Access Social Ch Eq T3 2,115 Units | Other securities | — | $2K | $249K | 0.7% | |
| TIAA Access Lifecycle 2025 T3 3,870 Units | Other securities | — | $4K | $245K | 0.7% | |
| TIAA Access Lg-Cap Val T3 2,811 Units | Other securities | — | $3K | $222K | 0.6% | |
| TIAA-CREF Lfcyle Idx 2040-Rtmt 7,387 Units | Other securities | — | $7K | $214K | 0.6% | |
| TIAA Access-DFA Emg Mkt Prt T3 6,747 Units | Other securities | — | $7K | $214K | 0.6% | |
| TIAA Access-VAN SmCapVal Ix T3 2,490 Units | Other securities | — | $2K | $212K | 0.6% | |
| TIAA Access Real Est Secs T3 3,902 Units | Other securities | — | $4K | $211K | 0.6% | |
| TIAA-CREF Lfcyle Idx 2030-Rtmt 8,469 Units | Other securities | — | $8K | $202K | 0.6% | |
| TIAA-CREF Lfcyle Idx 2025-Rtmt 9,055 Units | Other securities | — | $9K | $192K | 0.5% | |
| TIAA-CREF Lfcyle Idx 2045-Rtmt 5,921 Units | Other securities | — | $6K | $181K | 0.5% | |
| CREF Money Market 6,170 Units | Cash / Money Market | — | $6K | $180K | 0.5% | |
| TIAA Access-WAM Core Pl Bd T3 4,135 Units | Other securities | — | $4K | $179K | 0.5% | |
| TIAA Access Lg-Cap Val Idx T3 1,727 Units | Other securities | — | $2K | $136K | 0.4% | |
| TIAA-CREF Lfcyle Idx 2060-Rtmt 6,693 Units | Other securities | — | $7K | $132K | 0.4% | |
| Dodge & Cox Income Fund I 10,565 Units | Other securities | — | $11K | $131K | 0.4% | |
| TIAA Access Growth & Income T3 830 Units | Other securities | — | — | $128K | 0.4% | |
| TIAA Access Lifecycle 2055 T3 1,547 Units | Other securities | — | $2K | $120K | 0.3% | |
| TIAA Access-VAN Em Mk St Ix T3 3,614 Units | Other securities | — | $4K | $111K | 0.3% | |
| TIAA Access-AF Euro Pac Gr T3 2,025 Units | Other securities | — | $2K | $106K | 0.3% | |
| TIAA Access Lifecycle 2050 T3 1,221 Units | Other securities | — | $1K | $95K | 0.3% | |
| TIAA-CREF Lfcyle Idx 2055-Rtmt 3,659 Units | Other securities | — | $4K | $93K | 0.3% | |
| TIAA Access Sm-Cap Bl Idx T3 1,020 Units | Other securities | — | $1K | $86K | 0.2% | |
| TIAA Access High-Yield T3 1,306 Units | Other securities | — | $1K | $84K | 0.2% | |
| Vanguard Ttl Intl Stk Idx Adm 2,525 Units | Other securities | — | $3K | $80K | 0.2% | |
| TIAA Access Lifecycle 2035 T3 1,025 Units | Other securities | — | $1K | $73K | 0.2% | |
| TIAA Access Mid-Cap Val T3 890 Units | Other securities | — | — | $70K | 0.2% | |
| MFS Mid Cap Value Class R4 2,194 Units | Other securities | — | $2K | $68K | 0.2% | |
| TIAA Access-D&C Intl Stock T3 1,414 Units | Other securities | — | $1K | $60K | 0.2% | |
| TIAA Access-VAN Int-Trm Trs T3 1,987 Units | Other securities | — | $2K | $59K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
