Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORS | $189K | — |
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-CREF Nuveen Lifecycle 2040 R6 | Other securities | — | — | $20.7M | 9.3% | |
| TIAA-CREF Nuveen Lifecycle 2035 R6 | Other securities | — | — | $19.7M | 8.9% | |
| TIAA-CREF Nuveen Lifecycle 2045 R6 | Other securities | — | — | $15.0M | 6.7% | |
| Vanguard Inst Idx Inst | Other securities | — | — | $14.5M | 6.5% | |
| TIAA-CREF Nuveen Lifecycle 2030 R6 | Other securities | — | — | $12.1M | 5.5% | |
| TIAA-CREF Nuveen Lifecycle 2025 R6 | Other securities | — | — | $11.7M | 5.3% | |
| TIAA-CREF Nuveen Lifecycle 2050 R6 | Other securities | — | — | $9.8M | 4.4% | |
| TIAA Traditional Non Benefit-Responsive 2 | Other securities | — | — | $8.3M | 3.8% | |
| CREF Growth R2 | Other securities | — | — | $8.2M | 3.7% | |
| CREF Stock R2 | Other securities | — | — | $8.0M | 3.6% | |
| TIAA-CREF Nuveen Lifecycle 2020 R6 | Other securities | — | — | $7.9M | 3.5% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $5.8M | 2.6% | |
| Fixed annuity contract - non benefit responsive * TIAA Traditional Non Benefit-Responsive | Other securities | — | — | $5.2M | 2.3% | |
| CREF Stock R4 | Other securities | — | — | $4.7M | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.3M | 1.9% | |
| College Retirement Equities Fund variable annuities TIAA Real Estate | Other securities | — | — | $4.3M | 1.9% | |
| Vanguard Extended Mkt Idx Adm | Other securities | — | — | $4.3M | 1.9% | |
| Fixed annuity contract - benefit responsive * TIAA Traditional Benefit-Responsive | Other securities | — | — | $4.2M | 1.9% | |
| CREF Global Equities R2 | Other securities | — | — | $4.2M | 1.9% | |
| Vanguard Ttl Intl Stk Idx Adm | Other securities | — | — | $4.1M | 1.8% | |
| CREF Equity Index R2 | Other securities | — | — | $3.5M | 1.6% | |
| TIAA-CREF Nuveen Money Market R6 | Cash / Money Market | — | — | $3.4M | 1.5% | |
| Goldman Sachs GoldmanSachs GQG PartItl Op R6 | Other securities | — | — | $3.2M | 1.4% | |
| Registered investment companies * TIAA-CREF Nuveen Lifecycle 2010 R6 | Other securities | — | — | $3.1M | 1.4% | |
| JP Morgan JPMorgan Mid Cap Value Fund R6 | Other securities | — | — | $3.0M | 1.3% | |
| CREF Social Choice R4 | Other securities | — | — | $2.7M | 1.2% | |
| Vanguard Ttl Bd Mkt Idx Adm | Other securities | — | — | $2.6M | 1.2% | |
| CREF Money Market R2 | Cash / Money Market | — | — | $2.4M | 1.1% | |
| TIAA-CREF Nuveen Lifecycle 2015 R6 | Other securities | — | — | $2.2M | 1.0% | |
| MFS Value Fund Class R6 | Other securities | — | — | $2.2M | 1.0% | |
| CREF Social Choice R2 | Other securities | — | — | $2.0M | 0.9% | |
| Carillon Eagle Mid Cap Grw R6 | Other securities | — | — | $1.8M | 0.8% | |
| JP Morgan JPMorgan Core Plus Bond Fd R6 | Other securities | — | — | $1.7M | 0.8% | |
| Variable annuities * CREF Core Bond R2 | Other securities | — | — | $1.5M | 0.7% | |
| TIAA-CREF Nuveen Lifecycle 2055 R6 | Other securities | — | — | $1.5M | 0.7% | |
| Participants * all outstanding notes and maturity dates to 2034 - | Other securities | — | — | $1.3M | 0.6% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $1.3M | 0.6% | |
| Victory Sycamore Sm-Co Opp R6 | Common Stock | — | — | $1.2M | 0.5% | |
| Separate accounts (cont.) * TIAA Access Nuv Intl Equity T4 | Other securities | — | — | $958K | 0.4% | |
| TIAA Access Nuv Lrg Cap Val T4 | Other securities | — | — | $915K | 0.4% | |
| CREF Inflation-Linked Bond R2 | Other securities | — | — | $823K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2060 R6 | Other securities | — | — | $794K | 0.4% | |
| TIAA Access Nuv Lrg Cap Gr T4 | Other securities | — | — | $736K | 0.3% | |
| Principal Small Cap Grwth I R6 | Other securities | — | — | $691K | 0.3% | |
| TIAA Access Nuv Mid Cap Val T4 | Other securities | — | — | $538K | 0.2% | |
| TIAA Access Nuv LifCyc 2040 T4 | Other securities | — | — | $468K | 0.2% | |
| TIAA Access Nuv LifCyc 2030 T4 | Other securities | — | — | $444K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | Other securities | — | — | $413K | 0.2% | |
| TIAA Access Nuv Core Pl Bd T4 | Other securities | — | — | $404K | 0.2% | |
| TIAA Access Nuv LifCyc 2035 T4 | Other securities | — | — | $350K | 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 |
|---|---|---|---|---|---|
| HANCOCK ASKEW & CO., LLP | 58-0662558 | — | AUDITOR | $20K | — |
