Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE | 31-4156830 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON-CO-FID-COMPREHENSIVE | 26-2409128 | — | BROKER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index Fund 2030 | Other securities | — | — | $1.5M | 11.0% | |
| TIAA-CREF Lifecycle Index Fund 2035 | Other securities | — | — | $1.3M | 9.3% | |
| TIAA-CREF Lifecycle Index Fund 2020 | Other securities | — | — | $1.1M | 8.4% | |
| Fidelity 500 Index Fund | Other securities | — | — | $854K | 6.3% | |
| TIAA-CREF Lifecycle Index Fund 2050 | Other securities | — | — | $829K | 6.1% | |
| TIAA-CREF Lifecycle Index Fund 2045 | Other securities | — | — | $743K | 5.5% | |
| TIAA-CREF Lifecycle Index Fund 2025 | Other securities | — | — | $628K | 4.6% | |
| TIAA-CREF Lifecycle Index Fund 2040 | Other securities | — | — | $605K | 4.5% | |
| Putnam Large Growth Fund Class Y | Other securities | — | — | $543K | 4.0% | |
| TIAA-CREF Lifecycle Index Fund 2010 | Other securities | — | — | $447K | 3.3% | |
| Vanguard International Growth Fund | Other securities | — | — | $413K | 3.0% | |
| Vanguard Total International Stock Index Fund | Other securities | — | — | $408K | 3.0% | |
| TIAA-CREF Lifecycle Index Fund 2055 | Other securities | — | — | $399K | 2.9% | |
| Fidelity U.S. Bond Index Fund | Other securities | — | — | $377K | 2.8% | |
| Baird Core Plus Bond | Other securities | — | — | $361K | 2.7% | |
| JP Morgan Equity Income Fund R5 | Other securities | — | — | $331K | 2.4% | |
| Nationwide Geneva Small Cap Growth Fund Institutional | Other securities | — | — | $228K | 1.7% | |
| Cohen & Steers Real Estate Securities | Other securities | — | — | $206K | 1.5% | |
| TIAA-CREF Lifecycle Index Fund 2060 | Other securities | — | — | $176K | 1.3% | |
| Vanguard Total Stock Market Index Fund | Other securities | — | — | $160K | 1.2% | |
| Vanguard Windsor Fund Admiral | Other securities | — | — | $155K | 1.1% | |
| Fidelity Inflation Protected Bond Index | Other securities | — | — | $142K | 1.0% | |
| TIAA-CREF Lifecycle Index Fund 2015 | Other securities | — | — | $137K | 1.0% | |
| BlackRock 80/20 Target Allocation Fund | Other securities | — | — | $88K | 0.6% | |
| State Street Balanced Index | Other securities | — | — | $64K | 0.5% | |
| TIAA-CREF Lifecycle Index Fund 2065 | Other securities | — | — | $60K | 0.4% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $60K | 0.4% | |
| Federated Hermes Government OBL Premier | Other securities | — | — | $44K | 0.3% | |
| ClearBridge Large Cap Growth Fund | Other securities | — | — | $31K | 0.2% | |
| Brown Advisory Sustainable Growth I | Other securities | — | — | $30K | 0.2% | |
| MFS Value Fund R6 | Other securities | — | — | $30K | 0.2% | |
| PGIM High Yield Fund Class Z | Other securities | — | — | $27K | 0.2% | |
| JP Morgan Small Cap Value Fund R6 | Other securities | — | — | $27K | 0.2% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $23K | 0.2% | |
| TIAA-CREF Tiaacrf Lfcycindrtinc Inst | Other securities | — | — | $23K | 0.2% | |
| Artisan International Value Fund | Other securities | — | — | $22K | 0.2% | |
| Vanguard Federal Money Market Fund | Cash / Money Market | — | — | $20K | 0.1% | |
| MFS Research Fund R4 | Other securities | — | — | $16K | 0.1% | |
| Vanguard Wellesley Income Fund | Other securities | — | — | $13K | <0.1% | |
| Invesco Oppenheimer International Growth Fund | Other securities | — | — | $12K | <0.1% | |
| Class American Funds New World Fund R6 | Other securities | — | — | $11K | <0.1% | |
| JP Morgan Core Bond Fund R6 | Other securities | — | — | $11K | <0.1% | |
| DFA International LG Cap | Other securities | — | — | $10K | <0.1% | |
| American Beacon International Equity Fund R5 | Other securities | — | — | $9K | <0.1% | |
| Victory Sycamore Established Value Fund A | Other securities | — | — | $8K | <0.1% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $6K | <0.1% | |
| Principal MidCap Fund R6 | Other securities | — | — | $5K | <0.1% | |
| PIMCO International Bond | Other securities | — | — | $5K | <0.1% | |
| BlackRock Strategic Income Opps | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EL SEGUNDO, CA |
| BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNED FINANCIAL PROGRAMS | 22-1914735 | — | THIRD PARTY ADMINISTRATO | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 45-1564286 | WATKINSVILLE, GA | MONEY MANAGER | $19K | — |
