Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SVCS INC | 36-4291971 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $8.3M | 88.5% | |
| VANGUARD BALANCED INDEX ADM | Other securities | — | — | $5.5M | 58.9% | |
| NUVEEN LIFECYCLE IDX 2060 R6 ** 449 VANGUARD 500 INDEX ADM | Other securities | — | — | $638K | 6.8% | |
| NUVEEN LARGE CAP GR IDX R6 | Other securities | — | — | $585K | 6.2% | |
| Guaranteed Investment Account * American United Life Insurance Company AUL STABLE VALUE ACCOUNT | Other securities | — | — | $555K | 5.9% | |
| Self-directed Brokerage Funds SCHWAB ACCOUNT BROKERAGE WINDOW | Other securities | — | — | $337K | 3.6% | |
| FIDELITY ADV TOTAL BOND Z | Other securities | — | — | $254K | 2.7% | |
| VANGUARD DEV MKTS IDX ADM | Other securities | — | — | $251K | 2.7% | |
| VANGUARD MID CAP INDEX ADM | Other securities | — | — | $243K | 2.6% | |
| VANGUARD EQUITY-INCOME ADM | Other securities | — | — | $235K | 2.5% | |
| Participants maturity dates through August 2029 | Bonds / Notes | — | — | $191K | 2.0% | |
| DFA REAL ESTATE SECURITIES I | Pooled Separate Accounts | — | — | $96K | 1.0% | |
| NUVEEN LIFECYCLE IDX 2040 R6 | Other securities | — | — | $81K | 0.9% | |
| VANGUARD EXPLORER ADM | Other securities | — | — | $77K | 0.8% | |
| NUVEEN LIFECYCLE IDX 2050 R6 | Other securities | — | — | $75K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADM | Other securities | — | — | $61K | 0.7% | |
| VANGUARD INT-TERM BOND IDX ADM | Other securities | — | — | $51K | 0.5% | |
| VANGUARD HIGH-YIELD CORP ADM | Common Stock | — | — | $51K | 0.5% | |
| NUVEEN LIFECYCLE IDX 2065 R6 ** 255 NUVEEN LIFECYCLE IDX 2055 R6 | Other securities | — | — | $26K | 0.3% | |
| NUVEEN LIFECYCLE IDX 2035 R6 | Other securities | — | — | $25K | 0.3% | |
| NUVEEN LIFECYCLE IDX 2045 R6 | Other securities | — | — | $18K | 0.2% | |
| DFA US TARGETED VAL I | Other securities | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
