Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE | 35-0145825 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | BROKER DEALER | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $7.3M | 95.0% | |
| American United Life Insurance Company * Vanguard Equity-Income Adm Pooled Separate Account | Other securities | — | — | $1.4M | 17.6% | |
| American Century One Choice IN Retire R6 Pooled Separate Account | Other securities | — | — | $1.1M | 14.3% | |
| Vngrd 500 Indx Adm Pooled Separate Account | Other securities | — | — | $1.0M | 13.1% | |
| American Century One Choice 2025 R6 Pooled Separate Account | Other securities | — | — | $722K | 9.4% | |
| Principal Core Fixed Income R6 Pooled Separate Account | Other securities | — | — | $666K | 8.6% | |
| Principal Large Cap Growth Institutional R6 Pooled Separate Account | Other securities | — | — | $522K | 6.8% | |
| American Century One Choice 2030 R6 Pooled Separate Account | Other securities | — | — | $305K | 4.0% | |
| MFS Technology R6 Pooled Separate Account | Other securities | — | — | $243K | 3.2% | |
| Vanguard Small Cap Index Adm Pooled Separate Account | Other securities | — | — | $227K | 2.9% | |
| AUL Stable Value Account Stable Value | Other securities | — | — | $222K | 2.9% | |
| American Century One Choice 2050 R6 Pooled Separate Account | Other securities | — | — | $210K | 2.7% | |
| Invesco Small Cap Growth R6 Pooled Separate Account | Other securities | — | — | $194K | 2.5% | |
| American Century One Choice 2035 R6 Pooled Separate Account | Other securities | — | — | $153K | 2.0% | |
| American Century One Choice 2045 R6 Pooled Separate Account | Other securities | — | — | $144K | 1.9% | |
| American Century Midcap Val R6 Pooled Separate Account | Other securities | — | — | $125K | 1.6% | |
| Tiaa-Cref Social Choice EQ I Pooled Separate Account | Other securities | — | — | $113K | 1.5% | |
| Lord Abbett High Yield R6 Pooled Separate Account | Other securities | — | — | $94K | 1.2% | |
| American Century One Choice 2040 R6 Pooled Separate Account | Other securities | — | — | $55K | 0.7% | |
| DFA International Core Equity I Pooled Separate Account | Other securities | — | — | $47K | 0.6% | |
| American Century One Choice 2060 R6 Pooled Separate Account | Other securities | — | — | $16K | 0.2% | |
| American Century One Choice 2055 R6 Pooled Separate Account | Other securities | — | — | $12K | 0.2% | |
| PIMCO Income Institutional Pooled Separate Account | Other securities | — | — | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.