Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INSURANCE AGENCY/INVESTOR SVCS | — | SPRINGFIELD, MA | ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Trust Company State Street Balanced Index Fund - Class K | — | — | — | $1.8M | 34.1% | |
| Nationwide Trust Company Bank of America (BOA) - Fixed | — | — | — | $566K | 10.4% | |
| Nationwide Trust Company Vanguard Wellesley Income Admiral | — | — | — | $445K | 8.2% | |
| Nationwide Trust Company Fidelity 500 Index | — | — | — | $333K |
| Indirect comp |
|---|
| IRON-CO-FID-INDEX-COMPREHENSIVE | 26-2409128 | SHAWNEE MISSION, KS | BROKER | $2K | — |
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APS - PENTEGRA | 13-3892096 | BLACKLICK, OH | PLAN ADMIN | $3K | — |
| 6.2% |
| Nationwide Trust Company Vanguard Mid-Cap Index Fund | — | — | — | $311K | 5.7% |
| Nationwide Trust Company Federal Government Obligations Fund | — | — | — | $294K | 5.4% |
| Nationwide Trust Company Vanguard Total Stock Market Index Fund | — | — | — | $280K | 5.2% |
| Nationwide Trust Company Vanguard FTSE SOC Index Admiral 506 * Nationwide Trust Company Calvert International Responsible Index R6 181 * Nationwide Trust Company Participant Notes (Interest 4.25% - 9.50%) | — | — | — | $184K | 3.4% |
| Nationwide Trust Company Vanguard Value Index Admiral | — | — | — | $176K | 3.2% |
| Nationwide Trust Company Vanguard Growth Index Admiral | — | — | — | $169K | 3.1% |
| Nationwide Trust Company Vanguard Small-Cap Index Fund | — | — | — | $166K | 3.1% |
| Nationwide Trust Company Vanguard Developing Markets Index Admiral | — | — | — | $162K | 3.0% |
| Nationwide Trust Company TIAA-CREF Lifecycle 2045 Fund | — | — | — | $85K | 1.6% |
| Nationwide Trust Company Fidelity US Bond Index | — | — | — | $76K | 1.4% |
| Nationwide Trust Company TIAA-CREF Lifecycle 2055 Fund | — | — | — | $70K | 1.3% |
| Nationwide Trust Company Vanguard Intermediate-Term Government Bond Index Admiral 424 * Nationwide Trust Company Fidelity Inflation Protected Bond Index | — | — | — | $15K | 0.3% |
| Nationwide Trust Company Vanguard Emerging Markets Stock Index Admiral | — | — | — | $15K | 0.3% |
| Nationwide Trust Company TIAA-CREF Lifecycle 2035 Fund | — | — | — | $11K | 0.2% |
| Investments at contract value* Nationwide Trust Company Vanguard Total International Bond Index Admiral | — | — | — | $3K | <0.1% |
