Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 36-4500709 | CHICAGO, IL | BROKER | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Fixed Select Option Guaranteed insurance contract | Other securities | — | — | $2.6M | 17.9% | |
| Vanguard 500 Index Fund " | Other securities | — | — | $2.1M | 14.8% | |
| American Funds American Balanced Fund R6 " | Other securities | — | — | $1.3M | 9.2% | |
| AM Funds Am Bal Investment Fund | Other securities | — | — | $1.3M | 9.2% | |
| Vngrd Wlsly Inc Investment Fund | Common Stock | — | — | $767K | 5.3% | |
| Vanguard Wellesley Income Inv Fund " | Other securities | — | — | $767K | 5.3% | |
| Oakmark Eq Inc Investment Fund | Common Stock | — | — | $706K | 4.9% | |
| Parnassus Core Equity Inst Fund " | Other securities | — | — | $645K | 4.5% | |
| Parnassus Cor Eq Investment Fund | Other securities | — | — | $645K | 4.5% | |
| Vanguard Eq Inc Investment Fund | Common Stock | — | — | $490K | 3.4% | |
| Vanguard Sel Val Investment Fund | Other securities | — | — | $456K | 3.2% | |
| Vanguard Select Value Inv Fund " | Other securities | — | — | $456K | 3.2% | |
| JPM Gr Advtg Investment Fund | Other securities | — | — | $447K | 3.1% | |
| JPMorgan Growth Advantage R5 Fund " | Other securities | — | — | $447K | 3.1% | |
| Vanguard Trgt Rtrmt 2055 Investment Fund | Other securities | — | — | $316K | 2.2% | |
| Vanguard Trgt Rtrmt 2035 Investment Fund | Other securities | — | — | $308K | 2.1% | |
| Legg Clr Bridge Aggr Investment Fund | Other securities | — | — | $300K | 2.1% | |
| ClearBridge Growth Fund Class I " | Other securities | — | — | $300K | 2.1% | |
| Fidelity Advisor Leveraged Company Stock Fund Class I " | Other securities | — | — | $294K | 2.0% | |
| Fid Adv Levr Co Stk Investment Fund | Common Stock | — | — | $294K | 2.0% | |
| Vanguard Trgt Rtrmt 2045 Investment Fund | Other securities | — | — | $261K | 1.8% | |
| Vanguard Dividend Growth Inv Fund " | Other securities | — | — | $255K | 1.8% | |
| Vangurad Divd Gr Investment Fund | Other securities | — | — | $255K | 1.8% | |
| NW Inv Dest Mod Aggr Investment Fund | Other securities | — | — | $225K | 1.6% | |
| Nationwide Inv Dest Moderate Aggressive R6 Fund " | Other securities | — | — | $225K | 1.6% | |
| PIMCO Stk Plus SM Inst Investment Fund 959 Am Fds AMCAP R6 Investment Fund | Other securities | — | — | $199K | 1.4% | |
| Vanguard Trgt Rtrmt 2030 Investment Fund | Other securities | — | — | $194K | 1.3% | |
| PIMCO Income Inst Fund " | Other securities | — | — | $194K | 1.3% | |
| Nationwide Inv Dest Moderate R6 Fund " | Other securities | — | — | $189K | 1.3% | |
| Vanguard Trgt Rtrmt 2025 Investment Fund | Other securities | — | — | $163K | 1.1% | |
| Vngrd Strat Eq Investment Fund | Other securities | — | — | $159K | 1.1% | |
| Vanguard Strategic Equity Inv Fund " | Other securities | — | — | $159K | 1.1% | |
| PIMCO StocksPLUS Small Inst Fund " ** 959 TCW Securitized Bond Fund Class I " | Other securities | — | — | $149K | 1.0% | |
| Victory Integrity Small Cap Value Y Fund " | Other securities | — | — | $136K | 0.9% | |
| Thornburg Global Opportunities R5 Fund " | Other securities | — | — | $116K | 0.8% | |
| Thornburg Glbl Oppr Investment Fund | Other securities | — | — | $116K | 0.8% | |
| American Beacon Man Large Cap Value Fund Class R5 " | Other securities | — | — | $111K | 0.8% | |
| Am Bcn Bridgeway Lg Cap Val Investment Fund | Other securities | — | — | $111K | 0.8% | |
| Neu Berg Sustnbl EQ Investment Fund | Other securities | — | — | $94K | 0.7% | |
| Neuberger Berman Sustainable Equity Inst Fund " | Other securities | — | — | $94K | 0.7% | |
| Goldman Sachs Small/Mid Cap Growth Inst Fund " | Other securities | — | — | $92K | 0.6% | |
| Vanguard Target Retirement Income Fund " | Other securities | — | — | $92K | 0.6% | |
| Baron Real Estate Inst Fund " | Other securities | — | — | $91K | 0.6% | |
| PGIM Jennison Small Company Z Fund " | Other securities | — | — | $84K | 0.6% | |
| Prudntl Jenison Sm Co Investment Fund | Common Stock | — | — | $84K | 0.6% | |
| T. Rowe Price Health Science Fund " | Other securities | — | — | $77K | 0.5% | |
| Nationwide Inv Dest Moderate Conservative R6 Fund " | Other securities | — | — | $76K | 0.5% | |
| NW Inv Dest Mod Conserv Investment Fund | Other securities | — | — | $76K | 0.5% | |
| BlackRock Mortgage-Backed Securities K Fund " | Other securities | — | — | $74K | 0.5% | |
| Nationwide Int Dest Aggressive R6 Fund " | Other securities | — | — | $73K | 0.5% |
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 |
|---|---|---|---|---|---|
| THE PENSION SERVICE | — | NORTH HAVEN, CT | TPA | $3K | — |
