Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | NONE | $20K | — |
| NATIONWIDE | 31-4156830 | — | NONE | $2K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $396 | — |
| LPL FINANCIAL LLC | 95-2834236 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2025 Inv | — | — | — | $442K | 10.5% | |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2030 Inv | — | — | — | $345K | 8.2% |
| Nationwide Trust Company, FSB Neuber Sustnbl Eq Inst | — | — | — | $340K | 8.1% |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2040 Inv | — | — | — | $287K | 6.8% |
| Nationwide Trust Company, FSB Nw Inv Dest Mod R6 | — | — | — | $225K | 5.3% |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2045 Inv | — | — | — | $220K | 5.2% |
| Nationwide Trust Company, FSB Parnassus Cor Eq Inst | — | — | — | $208K | 5.0% |
| Nationwide Trust Company, FSB Clvrt Soc Indx I | — | — | — | $206K | 4.9% |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $183K | 4.3% |
| Nationwide Trust Company, FSB Clvrt Smcap I | — | — | — | $169K | 4.0% |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2060 Inv | — | — | — | $148K | 3.5% |
| Nationwide Trust Company, FSB Nw Inv Dest Aggr R6 | — | — | — | $137K | 3.2% |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2035 Inv | — | — | — | $104K | 2.5% |
| Nationwide Trust Company, FSB Eupac Fund - Class R6 | — | — | — | $104K | 2.5% |
| Nationwide Trust Company, FSB Vngrd 500 Index Fd As | — | — | — | $101K | 2.4% |
| Nationwide Trust Company, FSB Clvrt Glbl Enrgy Soltns I | — | — | — | $101K | 2.4% |
| Nationwide Trust Company, FSB Nw Mdcap Mkt Indx R6 | — | — | — | $95K | 2.3% |
| Nationwide Trust Company, FSB Vngrd Ftse Soc Indx Adml | — | — | — | $93K | 2.2% |
| AVEMARIA VAL MUTUAL FUND 251 CLVRT BD I MUTUAL FUND 344 CLVRT EQ I MUTUAL FUND | — | — | — | $86K | 2.1% |
| Nationwide Trust Company, FSB Clvrt Eq I | — | — | — | $86K | 2.1% |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2020 Inv | — | — | — | $74K | 1.8% |
| Nationwide Trust Company, FSB Invesco Stable Value Trust Class Vi | — | — | — | $70K | 1.7% |
| COMMON COLLECTIVE TRUST NATIONWIDE · EIN 31-1592130 / PN 001 | Common Collective Trust | — | — | $70K | 1.7% |
| Nationwide Trust Company, FSB Jns Triton T | — | — | — | $67K | 1.6% |
| Nationwide Trust Company, FSB Self Directed Brokerage Account | — | — | — | $60K | 1.4% |
| Nationwide Trust Company, FSB Avemaria Ris Divd | — | — | — | $38K | 0.9% |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt 2055 Inv | — | — | — | $37K | 0.9% |
| Nationwide Trust Company, FSB Nw Smcap Indx R6 | — | — | — | $33K | 0.8% |
| Nationwide Trust Company, FSB Invsco Glbl Y | — | — | — | $30K | 0.7% |
| Nationwide Trust Company, FSB Vngrd Ttl Stmkt Indx Fd As | — | — | — | $29K | 0.7% |
| Nationwide Trust Company, FSB Vngrd Lt Invmt Grd Inv | — | — | — | $22K | 0.5% |
| Nationwide Trust Company, FSB Amfds Gr Fd Am R6 | — | — | — | $21K | 0.5% |
| Nationwide Trust Company, FSB Touchstone Non-Us Equity Fund - Class Y | — | — | — | $18K | 0.4% |
| Nationwide Trust Company, FSB Impax Glblenvir Mkt Inst | — | — | — | $11K | 0.3% |
| Nationwide Trust Company, FSB Victory Pioneer Select Md Cp Gr Fund - Y | — | — | — | $8K | 0.2% |
| Nationwide Trust Company, FSB Vngrd Trgt Rtrmt Inc | — | — | — | $5K | 0.1% |
| Nationwide Trust Company, FSB Nw Intl Indx R6 | — | — | — | $5K | 0.1% |
| Nationwide Trust Company, FSB Lrdabt Val Oppr I | — | — | — | $4K | 0.1% |
| Nationwide Trust Company, FSB Loomis Bd Inst | — | — | — | $4K | 0.1% |
| Nationwide Trust Company, FSB Fidelity Advisor Leveraged Company Stock Fund - Class I | — | — | — | $4K | 0.1% |
| Nationwide Trust Company, FSB Tcw Mtwst Total Return Bnd Fnd - Class I | — | — | — | $3K | <0.1% |
| Nationwide Trust Company, FSB Hw Mdcap Val I | — | — | — | $3K | <0.1% |
| Nationwide Trust Company, FSB Trillium Esg Global Equity Fund - Institutional Shares | — | — | — | $2K | <0.1% |
| Nationwide Trust Company, FSB Ptnm Intl Cap Oppr Y | — | — | — | $2K | <0.1% |
| Nationwide Trust Company, FSB Avemaria Gr | — | — | — | $1K | <0.1% |
| Nationwide Trust Company, FSB Nw Inv Dest Cnsrv R6 | — | — | — | $1K | <0.1% |
