Plan Ledger DOL Form 5500 · updated monthly

TIAArecordkeeper

Plans recordkept · plan year 2025 · page 1

Plans naming TIAA · 2025
82

82 large plans named TIAA on their 2025 Schedule C: 57 itemized it for recordkeeping, and 25 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover $7.3B in assets. The client list below shows the itemized plans, where the relationship is explicit.

Plans recordkept by TIAA57
FRED HUTCHINSON CANCER CENTER WA$1.7B · 10,338 accts
LEHIGH UNIVERSITY PA$1.0B · 4,823 accts
SRC, INC. NY$400.1M · 2,278 accts
SRC, INC. NY$331.7M · 2,193 accts
IONA UNIVERSITY NY$268.0M · 1,409 accts
WHEATON COLLEGE IL$260.1M · 1,445 accts
THE CULINARY INSTITUTE OF AMERICA NY$253.1M · 1,522 accts
HARVARD-WESTLAKE SCHOOL CA$251.6M · 816 accts
YORK COLLEGE OF PENNSYLVANIA PA$202.9M · 1,119 accts
SUSQUEHANNA UNIVERSITY PA$174.7M · 1,102 accts
MORAVIAN UNIVERSITY PA$147.6M · 1,106 accts
AUGUSTANA COLLEGE IL$129.7M · 984 accts
SALVE REGINA UNIVERSITY RI$129.1M · 983 accts
CHAMPLAIN COLLEGE INCORPORATED VT$127.6M · 796 accts
UAB MEDICINE ENTERPRISE AL$122.3M · 957 accts
ILLINOIS COLLEGE OF OPTOMETRY IL$118.2M · 467 accts
HARTWICK COLLEGE NY$115.7M · 777 accts
CHARLOTTE COUNTRY DAY SCHOOL NC$102.5M · 739 accts
CANDID NY$97.7M · 513 accts
GROTON SCHOOL MA$97.4M · 446 accts
SRC VENTURES, INC. NY$88.0M · 484 accts
PACE ACADEMY, INC. GA$69.7M · 717 accts
LINCOLN INSTITUTE OF LAND POLICY MA$61.5M · 307 accts
COLBY-SAWYER COLLEGE NH$60.7M · 649 accts
TERC, INC. MA$56.4M · 308 accts
THE NEW YORK ACADEMY OF MEDICINE NY$46.0M · 440 accts
WHEELING UNIVERSITY WV$45.5M · 579 accts
SALISBURY SCHOOL CT$43.4M · 344 accts
CHARLES WRIGHT ACADEMY WA$42.3M · 391 accts
THE NEW-YORK HISTORICAL SOCIETY NY$39.1M · 488 accts
BELMONT ABBEY COLLEGE, INC. NC$39.0M · 564 accts
REGENSTRIEF INSTITUTE, INC. IN$33.6M · 304 accts
FOS FEMINISTA NY$27.4M · 132 accts
PROVIDENCE ACADEMY MN$23.1M · 196 accts
CHILD CARE AWARE OF AMERICA VA$15.7M · 276 accts
FOS FEMINISTA NY$14.5M · 122 accts
WHEATON ACADEMY IL$12.7M · 173 accts

Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the TIAA brand.