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 | $3K | — |
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 | — | — | $2.7M | 96.0% | |
| State Street Equty 500 Indx R | Other securities | — | — | $329K | 11.6% | |
| Amerfds 2025 Trgt Date Ret R3 | Other securities | — | — | $323K | 11.4% | |
| Amerfds 2045 Trgt Date Ret R3 | Other securities | — | — | $306K | 10.8% | |
| Amerfds 2050 Trgt Date Ret R3 | Other securities | — | — | $296K | 10.4% | |
| Amerfds 2060 Trgt Date Ret R3 | Other securities | — | — | $188K | 6.6% | |
| Amercent Strat Alloc Agrsv A | Other securities | — | — | $162K | 5.7% | |
| Amerfds 2040 Trgt Date Ret R3 | Other securities | — | — | $154K | 5.4% | |
| Franklin Grth R | Other securities | — | — | $115K | 4.0% | |
| Fidelity Adv Total Bond M | Other securities | — | — | $94K | 3.3% | |
| Columbia Sel Largecap Value A | Other securities | — | — | $87K | 3.1% | |
| Amerfds 2020 Trgt Date Ret R3 | Other securities | — | — | $82K | 2.9% | |
| Amercent Strat Alloc: Consv A | Other securities | — | — | $80K | 2.8% | |
| Principal Smcap S&P 600 Idx R3 | Other securities | — | — | $79K | 2.8% | |
| Principal Mdcap S&P 400 Idx R3 | Other securities | — | — | $75K | 2.6% | |
| Amerfds Europac Grth R3 | Other securities | — | — | $75K | 2.6% | |
| Pgim Jenn Midcap GR R2 | Other securities | — | — | $59K | 2.1% | |
| Amerfds 2035 Trgt Date Ret R3 | Other securities | — | — | $52K | 1.9% | |
| Amerfds 2030 Trgt Date Ret R3 | Other securities | — | — | $49K | 1.7% | |
| Delaware Ivy Science & Technology A | Other securities | — | — | $28K | 1.0% | |
| MFS Intl Intrinsic Val R2 | Other securities | — | — | $25K | 0.9% | |
| Amerfds 2055 Trgt Date Ret R3 | Other securities | — | — | $24K | 0.9% | |
| Amerfds New World R3 | Other securities | — | — | $20K | 0.7% | |
| AUL Stable Value Account | Other securities | — | — | $20K | 0.7% | |
| Amercent Smcap Grth A | Other securities | — | — | $17K | 0.6% | |
| Delaware Ivy Core Equity A | Other securities | — | — | $15K | 0.5% | |
| Amerfds 2010 Trgt Date Ret R3 | Other securities | — | — | $13K | 0.5% | |
| Invesco Intl Bond A | Other securities | — | — | $12K | 0.4% | |
| Delaware Ivy Wilshire Global Alloc A | Other securities | — | — | $11K | 0.4% | |
| Gs Financial Sq Government Premier | Other securities | — | — | $8K | 0.3% | |
| Amerfds 2065 Trgt Date Ret R3 | Other securities | — | — | $8K | 0.3% | |
| Macquarie International Core Equity A | Other securities | — | — | $8K | 0.3% | |
| Delaware Ivy System Emerg Mkts Eq A | Other securities | — | — | $6K | 0.2% | |
| Delaware Ivy High Income A | Other securities | — | — | $4K | 0.2% | |
| Delaware Ivy Small Cap Growth A | Other securities | — | — | $4K | 0.2% | |
| Delaware Real Estate Securities Fd CI A | Other securities | — | — | $3K | <0.1% | |
| Delaware Ivy Natural Resources A | Other securities | — | — | $2K | <0.1% | |
| Macquarie International Core Equity A | Other securities | — | — | $1K | <0.1% | |
| Delaware Climate Solutions Fund Cl A | Common Stock | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
