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 | $920 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $41K | — |
| CROSSLIN PLLC | — |
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 | — | — | $28.1M | 89.8% | |
| FIDELITY 500 INDEX (1) | Other securities | — | — | $5.1M | 16.4% | |
| NUVEEN LIFECYCLE IDX 2035 I (1) | Other securities | — | — | $4.3M | 13.8% | |
| NUVEEN LIFECYCLE IDX 2015 I (1) | Other securities | — | — | $2.4M | 7.7% | |
| NUVEEN LIFECYCLE IDX 2045 I (1) | Other securities | — | — | $2.4M | 7.5% | |
| NUVEEN LIFECYCLE IDX 2050 I (1) | Other securities | — | — | $2.3M | 7.2% | |
| NUVEEN LIFECYCLE IDX 2055 I (1) | Other securities | — | — | $2.0M | 6.5% | |
| AB LARGE CAP GROWTH Z (1) $ | Other securities | — | — | $1.3M | 4.2% | |
| SCHWAB ACCOUNT (1) | Other securities | — | — | $1.3M | 4.1% | |
| NUVEEN LIFECYCLE IDX 2040 I (1) | Other securities | — | — | $1.3M | 4.0% | |
| FIDELITY MIDCAP INX (1) | Other securities | — | — | $1.1M | 3.6% | |
| NUVEEN LIFECYCLE IDX 2060 I (1) | Other securities | — | — | $893K | 2.9% | |
| NUVEEN LIFECYCLE IDX INC R6 (1) 924 ** TOUCHSTONE LG CP FOCUSED INSTL (1) | Common Stock | — | — | $836K | 2.7% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 (1) | Other securities | — | — | $774K | 2.5% | |
| RUSSELL GGT BLRK RUSSELL 2000 IDX CL R (1) | Other securities | — | — | $679K | 2.2% | |
| AMERICAN UNITED LIFE INS AUL STABLE VALUE ACCOUNT (1) | Other securities | — | — | $563K | 1.8% | |
| BLACKROCK MID-CAP GRO EQUITY K (1) | Other securities | — | — | $526K | 1.7% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 (1) | Other securities | — | — | $441K | 1.4% | |
| AMERICAN FUNDS AMERFDS NEW WORLD R6 (1) | Other securities | — | — | $361K | 1.2% | |
| THORNBURG LTD-TERM INC R6 (1) | Common Stock | — | — | $318K | 1.0% | |
| NUVEEN LIFECYCLE IDX 2030 I (1) | Other securities | — | — | $298K | 1.0% | |
| ALLSPRING SPEC MD CAP VALUE R6 (1) | Other securities | — | — | $218K | 0.7% | |
| NUVEEN INTL RQ R6 I (1) | Other securities | — | — | $161K | 0.5% | |
| AMERICAN CENTURY AMERCENT SMCAP VAL R6 (1) | Other securities | — | — | $130K | 0.4% | |
| NUVEEN LIFECYCLE IDX 2065 I (1) | Other securities | — | — | $93K | 0.3% | |
| JANUS HENDERSON JAN HEN TRITON N (1) | Other securities | — | — | $64K | 0.2% | |
| NUVEEN LIFECYCLE IDX 2025 I (1) | Other securities | — | — | $42K | 0.1% | |
| PRUDENTIAL PGIM TOTAL RETURN BOND R6 (1) | Other securities | — | — | $33K | 0.1% | |
| PIMCO REAL RETURN INSTL (1) | Other securities | — | — | $21K | <0.1% | |
| NUVEEN LIFECYCLE IDX 2020 I (1) | Other securities | — | — | $3K | <0.1% | |
| PIMCO INCOME INSTL (1) | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NASHVILLE, TN |
| NONE |
| $9K |
| — |
