Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON-CO-FID-INDEX-COMPREHENSIVE | 26-2409128 | SHAWNEE MISSION, KS | INVESTMENT ADVISORY | $3K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Growth Index Fund Admiral Shares | — | — | — | $1.2M | 18.1% | |
| Fidelity State street balanced Index Fund - Class K | — | — | — | $1.1M | 16.3% | |
| Fidelity Multi-Asset Index Fund | — | — | — | $789K | 12.1% | |
| The Vanguard Group Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $392K |
| Indirect comp |
|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APS - PENTEGRA | 13-3892096 | BLACKLICK, OH | CONTRACT ADMIN | $6K | — |
| 6.0% |
| The Vanguard Group Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $307K | 4.7% |
| Nuveen Lifecycle 2060 | — | — | — | $307K | 4.7% |
| TIAA-CREF Lifecycle 2035 | — | — | — | $267K | 4.1% |
| Nuveen Lifecycle 2055 | — | — | — | $243K | 3.7% |
| (at contract value) * Nationwide Life Insurance Company Bank of America Fixed Annuity | — | — | — | $229K | 3.5% |
| Nuveen Lifecycle 2045 | — | — | — | $203K | 3.1% |
| Nuveen Lifecycle 2050 | — | — | — | $198K | 3.0% |
| The Vanguard Group Vanguard Value Index Fund Admiral Shares | — | — | — | $182K | 2.8% |
| Nuveen Lifecycle 2030 | — | — | — | $164K | 2.5% |
| The Vanguard Group Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $148K | 2.3% |
| Fidelity 500 Index Fund | — | — | — | $140K | 2.2% |
| Federated Investors, Inc. Federated Government Obligations Fund Premier Shares | — | — | — | $121K | 1.9% |
| The Vanguard Group Vanguard Intermediate-Term Government Bond Index Fund | — | — | — | $92K | 1.4% |
| The Vanguard Group Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $73K | 1.1% |
| Nuveen Lifecycle 2040 | — | — | — | $70K | 1.1% |
| The Vanguard Group Vanguard Target Retirement 2050 | — | — | — | $57K | 0.9% |
| The Vanguard Group Vanguard Target Retirement 2055 | — | — | — | $54K | 0.8% |
| The Vanguard Group Vanguard Target Retirement 2040 | — | — | — | $53K | 0.8% |
| The Vanguard Group Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $48K | 0.7% |
| Fidelity U.S. Bond Index Fund | — | — | — | $41K | 0.6% |
| Nuveen Lifecycle 2065 | — | — | — | $38K | 0.6% |
| The Vanguard Group Vanguard REIT Index Fund Admiral Shares | — | — | — | $9K | 0.1% |
| The Vanguard Group Nuveen Lifecycle Retirement Fund Class R6 35 The Vanguard Group Vanguard 500 Index Fund Admiral Shares | — | — | — | $6K | <0.1% |
| The Vanguard Group Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $5K | <0.1% |
| Dimensional Fund Advisors Dimensional Fund Advisors Intermediate Government Fixed-Income | — | — | — | $4K | <0.1% |
| Fidelity Intermediate Treasury Bond Index Fund | — | — | — | $4K | <0.1% |
| PIMCO Long Duration Total Return Fund Institutional | — | — | — | $4K | <0.1% |
| Federated Investors, Inc. Federated Institutional High Yield Bond Fund Institutional Sahres | — | — | — | $3K | <0.1% |
| The Vanguard Group Vanguard Total International Bond Market Index Fund Admiral Shares | — | — | — | $1K | <0.1% |
