Form 5500 Search

AUL American Unit Trust

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 225 retirement plans report an interest in this investment, totaling $2.4B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
225
Reported interest (EOY)
$2.4B
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: AUL American Unit Trust, AUL American Trust Unit. Counts combine all variants of the same investment.

Plans holding AUL American Unit Trustranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1AVITA HEALTH SYSTEM
AVITA HEALTH SYSTEM EMPLOYEE 403B RETIREMENT PLAN
GALION
OH
2,200$104.6M$99.5M
2LEGAL SERVICES CORPORATION
LEGAL SERVICES CORPORATION 403B PLAN
WASHINGTON
DC
194$56.8M$50.4M
3MENTAL HEALTH COOPERATIVE INC.
MENTAL HEALTH COOPERATIVE RETIREMENT PLAN
NASHVILLE
TN
855$52.8M$50.0M
4KNOX COMMUNITY HOSPITAL
KNOX COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN
MT VERNON
OH
1,378$52.5M$46.2M
5CHILD CARE RESOURCE CENTER
CHILD CARE RESOURCE CENTER 403B RETIREMENT SAVINGS PLAN
CHATSWORTH
CA
1,280$47.4M$44.2M
6KNOX COMMUNITY HOSPITAL
KNOX COMMUNITY HOSPITAL EMPLOYEES RETIREMENT PLAN
MT VERNON
OH
1,322$48.9M$42.7M
7BURRELL INC.
BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN
SPRINGFIELD
MO
1,970$47.5M$42.2M
8PROJECT LEAD THE WAY INC.
PROJECT LEAD THE WAY 403B PLAN
INDIANAPOLIS
IN
287$40.9M$39.3M
9MISSOURI DELTA MEDICAL CENTER
MISSOURI DELTA MEDICAL CENTER PENSION PLAN
SIKESTON
MO
785$43.3M$39.1M
10OAKS CHRISTIAN SCHOOL
OAKS CHRISTIAN SCHOOL 403(B) PLAN
WESTLAKE VILLAGE
CA
347$40.9M$39.0M
See all 225 plans holding AUL American Unit Trust
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Plans holding AUL American Unit Trust — Form 5500