Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Various | Self-Directed Brokerage | — | — | $980K | 43.3% | |
| Nationwide S&P 500 Index Fund Institutional Service Class Mutual fund | Common Collective Trusts | — | — | $275K | 12.1% | |
| Columbia Blanace A Mutual fund | Other securities | — | — | $210K | 9.3% | |
| Nationwide Investor Destinations Moderately Aggressive Fund Class R Mutual fund | Other securities | — | — | $139K | 6.1% | |
| Nationwide Government Money Market Fund Mutual fund | Cash / Money Market | — | — | $116K | 5.1% | |
| Nationwide Destination 2030 Fund Class R Mutual fund | Other securities | — | — | $89K | 3.9% | |
| Nationwide Destination 2045 Fund Class R Mutual fund | Other securities | — | — | $65K | 2.9% | |
| American Funds New World R3 Mutual fund | Mutual Funds | — | — | $46K | 2.0% | |
| Victory Sycamore Established Value A Mutual fund | Other securities | — | — | $43K | 1.9% | |
| JP Morgan Core Plus Bond Fund Class R3 Mutual fund | Other securities | — | — | $42K | 1.9% | |
| Nationwide Geneva Small Cap Growth A Mutual fund | Other securities | — | — | $29K | 1.3% | |
| Nationwide Destination 2040 Fund Class R Mutual fund | Other securities | — | — | $27K | 1.2% | |
| JP Morgan Equity Income Fund Class R3 Mutual fund | Other securities | — | — | $23K | 1.0% | |
| Nationwide Destination 2050 Fund Class R Mutual fund | Other securities | — | — | $23K | 1.0% | |
| Delaware Ivy Global Bond Fund Class Y Mutual fund 999 Delaware Ivy International Core Equity Fund Mutual fund | Other securities | — | — | $12K | 0.5% | |
| Lazard International Strategic Equity Open Mutual fund 5 LeggM ClearBridge International Small Cap A Mutual fund 5 * Nationwide Bond Index A Fund Mutual fund | Other securities | — | — | $12K | 0.5% | |
| Nationwide Destination 2060 Fund Class R Mutual fund | Other securities | — | — | $10K | 0.5% | |
| Fidelity Short-Term Bond Index Fund A Mutual fund 5 Goldman Sachs GQG Partners International Opportunities Fund R6 Mutual fund | Common Collective Trusts | — | — | $9K | 0.4% | |
| BlackRock Health Science Opportunities Investment A Mutual fund | Other securities | — | — | $8K | 0.4% | |
| Nationwide Destination Retirement Fund Class R Mutual fund | Other securities | — | — | $8K | 0.3% | |
| Nationwide Destination 2055 Fund Class R Mutual fund | Other securities | — | — | $7K | 0.3% | |
| Nationwide International Index Fund Class A Mutual fund 851 * Nationwide Investor Destinations Conservative Fund Class R Mutual fund | Common Collective Trusts | — | — | $6K | 0.3% | |
| Nationwide Destination 2035 Fund Class R Mutual fund | Other securities | — | — | $5K | 0.2% | |
| Goldman Sachs Short Duration Government Fund Institutional Class A Mutual fund | Other securities | — | — | $5K | 0.2% | |
| Heartland Value Plus Investor Fund Mutual fund | Other securities | — | — | $3K | 0.2% | |
| Nationwide Destination 2025 Fund Class R Mutual fund | Other securities | — | — | $3K | 0.2% | |
| Delaware Climate Solutions Y Fund Mutual fund | Other securities | — | — | $2K | <0.1% | |
| BlackRock Energy Opportunities Investment A Mutual fund | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Small Cap Value Fund Institutional Class A Mutual fund | Other securities | — | — | $2K | <0.1% | |
| Allspring Adjustable Rate Government Inst Fund Class A Mutual fund 926 Allspring Government Securities A Mutual fund 5 Allspring Utility and Telecommunications Fund Class A Mutual fund | Other securities | — | — | $2K | <0.1% | |
| PGIM Short-Term Corporate Bond Fund Mutual fund | Other securities | — | — | $1K | <0.1% | |
| BlackRock GNMA Investment A Mutual fund | Agency / Mortgage-Backed | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
