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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $0 | — |
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 | — | — | $13.5M | 90.7% | |
| TIAA-CREF Lifecycle Index 2030 Fund Pooled Separate Account | Other securities | — | — | $6.8M | 45.6% | |
| TIAA-CREF Lifecycle Index 2045 Fund Pooled Separate Account | Other securities | — | — | $1.7M | 11.8% | |
| TIAA-CREF Lifecycle Index 2040 Fund Pooled Separate Account | Other securities | — | — | $1.2M | 8.2% | |
| TIAA-CREF Lifecycle Index 2055 Fund Pooled Separate Account | Other securities | — | — | $704K | 4.7% | |
| TIAA-CREF Lifecycle Index 2035 Fund Pooled Separate Account | Other securities | — | — | $565K | 3.8% | |
| State Street S&P 500 Index Fund Pooled Separate Account | Other securities | — | — | $480K | 3.2% | |
| TIAA-CREF Lifecycle Index 2050 Fund Pooled Separate Account | Other securities | — | — | $477K | 3.2% | |
| TIAA-CREF Lifecycle Index 2020 Fund Pooled Separate Account | Other securities | — | — | $311K | 2.1% | |
| T. Rowe Price Blue Chip Growth Fund Pooled Separate Account | Other securities | — | — | $263K | 1.8% | |
| American Funds Washington Mutual Fund Pooled Separate Account | Other securities | — | — | $211K | 1.4% | |
| TIAA-CREF Lifecycle Index 2025 Fund Pooled Separate Account | Other securities | — | — | $163K | 1.1% | |
| Western Asset Core Plus Bond Fund Pooled Separate Account | Other securities | — | — | $158K | 1.1% | |
| PIMCO Real Return Administrative Class Fund Pooled Separate Account | Other securities | — | — | $131K | 0.9% | |
| Fully benefit-responsive investment contract * AUL Fixed Account Guaranteed Interest Contract | Other securities | — | — | $82K | 0.6% | |
| MFS Mid Cap Growth Fund Pooled Separate Account | Other securities | — | — | $77K | 0.5% | |
| TIAA-CREF Lifecycle Index 2060 Fund Pooled Separate Account | Other securities | — | — | $61K | 0.4% | |
| Vanguard VIF Small Company Growth Fund Pooled Separate Account | Other securities | — | — | $48K | 0.3% | |
| Investments * TIAA-CREF Lifecycle Index 2015 Fund Pooled Separate Account | Other securities | — | — | $33K | 0.2% | |
| TIAA-CREF Lifecycle Index 2065 Fund Pooled Separate Account | Other securities | — | — | $14K | <0.1% | |
| DFA Global Equity Fund Pooled Separate Account | Other securities | — | — | $8K | <0.1% | |
| TIAA-CREF Lifecycle Index Retirement Income Fund Pooled Separate Account | Other securities | — | — | $6K | <0.1% | |
| American Funds New World Fund Pooled Separate Account | Other securities | — | — | $6K | <0.1% | |
| American Century Mid Cap Value Fund Pooled Separate Account | Other securities | — | — | $5K | <0.1% | |
| Columbia Mid Cap Index Fund Pooled Separate Account | 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.