Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $166K | — |
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | RECORD KEEPER | $25K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PROVIDER |
| $2K |
| — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | ADVISOR | $87K | — |
| RESOURCES INVESTMENT ADVISORS, LLC | 23-0731260 | — | ADVISOR | $27K | — |
| ACESS RETIREMENT SERVICES | 62-1700633 | — | CONSULTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | 62-1199757 | — | AUDITOR | $28K | — |
| LBMC, PC | 62-1199757 | — | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPLE LIFE INSURANCE COMPANY | 42-0127290 | — | PROVIDER | $1 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock | Mutual Funds | — | — | $42.3M | 10.7% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $40.8M | 10.3% | |
| Nuveen Lifecycle Index 2035 Inst | Mutual Funds | — | — | $31.5M | 8.0% | |
| Nuveen Lifecycle Index 2040 Inst | Mutual Funds | — | — | $25.2M | 6.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $24.8M | 6.3% | |
| Nuveen Lifecycle Index 2030 Inst | Mutual Funds | — | — | $23.9M | 6.0% | |
| Nuveen Lifecycle Index 2045 Inst | Mutual Funds | — | — | $21.8M | 5.5% | |
| CREF Growth | Mutual Funds | — | — | $18.8M | 4.8% | |
| Nuveen Lifecycle Index 2025 Inst | Mutual Funds | — | — | $13.5M | 3.4% | |
| Nuveen Lifecycle Index 2050 Inst | Mutual Funds | — | — | $13.4M | 3.4% | |
| CREF Global Equities | Mutual Funds | — | — | $11.5M | 2.9% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $9.2M | 2.3% | |
| CREF Equity Index | Common Collective Trusts | — | — | $8.8M | 2.2% | |
| Nuveen Lifecycle Index 2020 Inst | Mutual Funds | — | — | $7.5M | 1.9% | |
| AllianceBernstein Ab Lg Cap Gr Z | Other securities | — | — | $6.2M | 1.6% | |
| Nuveen Lifecycle Idx 2055 Instl | Common Collective Trusts | — | — | $5.9M | 1.5% | |
| CREF Money Market | Mutual Funds | — | — | $5.4M | 1.4% | |
| Clearbridge Intl Gr Is | Other securities | — | — | $4.6M | 1.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $4.5M | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $4.4M | 1.1% | |
| Allspring Core Bd | Other securities | — | — | $4.4M | 1.1% | |
| CREF Core Bond | Mutual Funds | — | — | $4.3M | 1.1% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $4.1M | 1.0% | |
| CREF Social Choice | Mutual Funds | — | — | $3.9M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.6M | 0.9% | |
| TransAmerica 00 Transamerica Guaranteed Inv Option | Other securities | — | — | $3.3M | 0.8% | |
| Nuveen Lifecycle Index 2015 Inst | Mutual Funds | — | — | $3.0M | 0.8% | |
| Fidelity Intl Sustainability Idx | Common Collective Trusts | — | — | $2.7M | 0.7% | |
| Nuveen Lifecycle Idx 2060 Instl | Common Collective Trusts | — | — | $2.4M | 0.6% | |
| Invesco V.I. High Yeild 686 JPMorgan Eq Inc | Mutual Funds | — | — | $2.3M | 0.6% | |
| Fidelity Inflation-Prot Bd Idx | Common Collective Trusts | — | — | $2.1M | 0.5% | |
| Nuveen Lifecycle Idx Rt Inc Inst | Common Collective Trusts | — | — | $2.1M | 0.5% | |
| Van Eck Van Eck Vip Global Hard Assets 170 * Vanguard Ftse Social Indexiral | Mutual Funds | — | — | $2.0M | 0.5% | |
| American Funds American Funds American Balanced | Mutual Funds | — | — | $1.8M | 0.4% | |
| Nuveen Lifecycle Index 2010 Inst | Mutual Funds | — | — | $1.7M | 0.4% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $1.5M | 0.4% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $1.4M | 0.3% | |
| TIAA Stable Value | Stable Value | — | — | $1.2M | 0.3% | |
| MFS Mid Cap Val | Mutual Funds | — | — | $1.2M | 0.3% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $1.1M | 0.3% | |
| Vanguard Dividend Growth Inv 711 * Vanguard Emerging Mkts Stock Idx 697 * Vanguard Federal Money Market Inv 381 * Vanguard Pacific Stock Index 151 * Participant Loans Interest from 4.25% to 9.50% | Common Collective Trusts | — | — | $1.1M | 0.3% | |
| TIAA Access Nuv Lifcyc 2040 | Mutual Funds | — | — | $1.0M | 0.3% | |
| TIAA Access Nuv Lifcyc 2030 | Mutual Funds | — | — | $1.0M | 0.3% | |
| TIAA Access Nuv Intl Equity | Mutual Funds | — | — | $992K | 0.3% | |
| TIAA Access Nuv Lrg Cap Val | Mutual Funds | — | — | $863K | 0.2% | |
| Lincoln Fixed Account | Other securities | — | — | $782K | 0.2% | |
| TIAA Access Nuv Lifcyc 2020 | Mutual Funds | — | — | $781K | 0.2% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $730K | 0.2% | |
| Nuveen Money Market Retirement 615 * OneAmerica Alternate Fixed Account | Mutual Funds | — | — | $675K | 0.2% | |
| TIAA Access Nuv Lifcyc 2050 | Mutual Funds | — | — | $669K | 0.2% |
