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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 56-1281193 | — | 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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.1M | 97.4% | |
| BLACKROCK BLACKRCK LIFEPTH IDX RET K MUTUAL FUND SHARES 0 | Other securities | — | — | $826K | 19.4% | |
| American United Life Insurance Company BlackRock LifePath Index Retirement Fund | Other securities | — | — | $826K | 19.4% | |
| American United Life Insurance Company BlackRock LifePath Index 2035 Class K | Other securities | — | — | $760K | 17.9% | |
| American United Life Insurance Company BlackRock LifePath Index 2030 Class K | Other securities | — | — | $694K | 16.3% | |
| American United Life Insurance Company BlackRock LifePath Index 2055 Class K | Other securities | — | — | $499K | 11.7% | |
| American United Life Insurance Company BlackRock LifePath Index 2050 Class K | Other securities | — | — | $466K | 10.9% | |
| American United Life Insurance Company BlackRock LifePath Index 2060 Class K | Other securities | — | — | $296K | 6.9% | |
| American United Life Insurance Company BlackRock LifePath Index 2045 Class K | Other securities | — | — | $144K | 3.4% | |
| Group Annuity Contract * American United Life Insurance Company AUL Stable Value Account | Common Stock | — | — | $111K | 2.6% | |
| American United Life Insurance Company BlackRock LifePath Index 2040 Class K | Other securities | — | — | $89K | 2.1% | |
| American United Life Insurance Company BlackRock LifePath Index 2065 Class K | Other securities | — | — | $79K | 1.9% | |
| BLACKROCK ISHARES SP 500 INDEX K MUTUAL FUND SHARES 0 | Other securities | — | — | $67K | 1.6% | |
| American United Life Insurance Company iShares US Aggregate Bond Index Fund Class K | Other securities | — | — | $38K | 0.9% | |
| Variable Annuities * American United Life Insurance Company American Century Mid Cap Value Fund Class R6 | Other securities | — | — | $32K | 0.8% | |
| American United Life Insurance Company DFA Real Estate Securities Portfolio Institutional Class | Other securities | — | — | $28K | 0.7% | |
| DFA COMMODITY STRATEGY I MUTUAL FUND SHARES 0 | Other securities | — | — | $28K | 0.7% | |
| American United Life Insurance Company iShares MSCI EAFE International Index Fund Class K | Other securities | — | — | $22K | 0.5% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | Other securities | — | — | $19K | 0.4% | |
| American United Life Insurance Company Fidelity Mid Cap Index Fund | Other securities | — | — | $19K | 0.4% | |
| American United Life Insurance Company JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $17K | 0.4% | |
| MFS GROWTH R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $16K | 0.4% | |
| American United Life Insurance Company iShares Russell 2000 Small-Cap Index Fund | Other securities | — | — | $13K | 0.3% | |
| BLACKROCK ISHARES RUSSELL2000 SMCP IDX K MUTUAL FUND SHARES 0 | Other securities | — | — | $13K | 0.3% | |
| DFA INFLA-PROT SECURITIES I MUTUAL FUND SHARES 0 | Other securities | — | — | $9K | 0.2% | |
| American United Life Insurance Company American Funds New World Fund Class R6 | Other securities | — | — | $8K | 0.2% | |
| American United Life Insurance Company PIMCO Income Fund Institutional Class | Other securities | — | — | $8K | 0.2% | |
| American United Life Insurance Company MFS Global Opportunistic Bond Fund Class R6 | Other securities | — | — | $8K | 0.2% | |
| American United Life Insurance Company Principal Global Real Estate Securities Fund Class R6 | Other securities | — | — | $3K | <0.1% | |
| American United Life Insurance Company MFS Total Return Fund Class R6 | Other securities | — | — | $2K | <0.1% | |
| American United Life Insurance Company JPMorgan Small Cap Growth Fund | 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.
