Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWNELEY CAPITAL MGMT INC. | 46-3728846 | — | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | CONTRACT ADMINISTRATOR | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 | Other securities | — | — | $8.6M | 12.7% | |
| Fixed Annuity Contracts * TIAA Traditional Annuity Contracts, non-fully benefit-responsive | Other securities | — | — | $6.8M | 10.0% | |
| CREF Growth R2 | Other securities | — | — | $6.2M | 9.2% | |
| American Funds American Fd New Perspective R6 | Mutual Funds | — | — | $4.5M | 6.7% | |
| Vanguard Ttl Stk Mkt Idx Adm | Other securities | — | — | $4.4M | 6.6% | |
| CREF Equity Index R2 | Other securities | — | — | $3.6M | 5.4% | |
| CREF Global Equities R2 | Other securities | — | — | $2.9M | 4.2% | |
| Nuveen Investments Nuveen Large Cap Growth R6 | Other securities | — | — | $2.4M | 3.6% | |
| Nuveen Investments Nuveen Lifecycle 2035 R6 | Other securities | — | — | $2.1M | 3.1% | |
| Nuveen Investments Nuveen Lifecycle 2030 R6 | Other securities | — | — | $2.0M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.8M | 2.6% | |
| Nuveen Investments Nuveen Lifecycle 2045 R6 | Other securities | — | — | $1.5M | 2.3% | |
| TIAA Traditional Annuity Contracts, fully benefit-responsive | Other securities | — | — | $1.5M | 2.2% | |
| Nuveen Investments Nuveen Lifecycle 2040 R6 | Other securities | — | — | $1.1M | 1.7% | |
| Vanguard Mid-Cap Idx Adm | Other securities | — | — | $1.1M | 1.6% | |
| Nuveen Investments Nuveen Lifecycle 2050 R6 | Other securities | — | — | $1.0M | 1.5% | |
| TIAA Access Nuv LifCyc 2030 T4 | Other securities | — | — | $971K | 1.4% | |
| Baird Asset Management Baird Aggregate Bond Inst | Other securities | — | — | $941K | 1.4% | |
| Dimensional Fund Advisors DFA International Core Eq Inst | Other securities | — | — | $899K | 1.3% | |
| Vanguard Ttl Intl Stk Idx Adm | Other securities | — | — | $832K | 1.2% | |
| CREF Inflation-Linked Bond R2 | Other securities | — | — | $754K | 1.1% | |
| Massachusetts Financial Services MFS Value Fund Class R6 | Other securities | — | — | $749K | 1.1% | |
| TIAA Access Nuv LifCyc 2035 T4 | Other securities | — | — | $719K | 1.1% | |
| CREF Registered Investments * CREF Core Bond R2 | Other securities | — | — | $706K | 1.0% | |
| Dimensional Fund Advisors DFA US SmallCap Portfolio Inst | Other securities | — | — | $632K | 0.9% | |
| Vanguard Federal Money Mkt Inv | Cash / Money Market | — | — | $575K | 0.9% | |
| TIAA Access Nuv LifCyc 2040 T4 | Other securities | — | — | $573K | 0.8% | |
| American Funds American Funds Balanced Fd R6 | Other securities | — | — | $568K | 0.8% | |
| Vanguard Infl Protect Sec Adm | Other securities | — | — | $496K | 0.7% | |
| Vanguard FTSE Social Index Adm | Other securities | — | — | $494K | 0.7% | |
| Vanguard Short Corp Bd Idx Adm | Common Stock | — | — | $473K | 0.7% | |
| CREF Social Choice R2 | Other securities | — | — | $461K | 0.7% | |
| s (continued) * TIAA Access Nuv Intl Eq Idx T4 | Mutual Funds | — | — | $435K | 0.6% | |
| CREF Money Market R2 | Cash / Money Market | — | — | $407K | 0.6% | |
| TIAA Access Nuv Lrg Cap Val T4 | Other securities | — | — | $362K | 0.5% | |
| Nuveen Investments Nuveen Lifecycle 2025 R6 | Other securities | — | — | $286K | 0.4% | |
| TIAA Access Nuv Lrg Cap Gr T4 | Other securities | — | — | $285K | 0.4% | |
| Nuveen Investments Nuveen Lifecycle 2055 R6 | Other securities | — | — | $263K | 0.4% | |
| TIAA Access Nuv Core Equity T4 | Other securities | — | — | $226K | 0.3% | |
| TIAA Access Nuv LifCyc 2050 T4 | Other securities | — | — | $224K | 0.3% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | Other securities | — | — | $219K | 0.3% | |
| TIAA Access Nuv LifCyc 2025 T4 | Other securities | — | — | $218K | 0.3% | |
| TIAA Access Nuv RlEstSecSel T4 | Other securities | — | — | $193K | 0.3% | |
| TIAA Access Nuv LifCyc 2045 T4 | Other securities | — | — | $185K | 0.3% | |
| TIAA Access Nuv Mid Cap Val T4 | Other securities | — | — | $173K | 0.3% | |
| TIAA Access Nuv LgCp Res Eq T4 | Other securities | — | — | $167K | 0.2% | |
| American Funds American Funds New World R6 | Other securities | — | — | $140K | 0.2% | |
| TIAA Access Nuv Equity Idx T4 | Other securities | — | — | $136K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | Other securities | — | — | $128K | 0.2% | |
| Participant Loans Interest rate ranging from 4.25% to 9.5% - | Bonds / Notes | — | — | $121K | 0.2% |
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 |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $35K | — |