This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | RECORDKEEPER | $5K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | $354K | 15.5% |
| LARGE CAP GROWTH ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 121 | Pooled Separate Account | $339K | 14.8% |
| MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 |
Pooled Separate Account |
| $307K |
| 13.4% |
| SMALL-MID CAP GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058 | Pooled Separate Account | $231K | 10.1% |
| 2025 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | $161K | 7.0% |
| 2050 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | $146K | 6.4% |
| EMERGING MARKETS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 127 | Pooled Separate Account | $125K | 5.4% |
| 2040 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | $96K | 4.2% |
| FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | $48K | 2.1% |
| 2060 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111 | Pooled Separate Account | $41K | 1.8% |
| 2055 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110 | Pooled Separate Account | $37K | 1.6% |
| SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | $35K | 1.5% |
| TIPS ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 122 | Pooled Separate Account | $28K | 1.2% |
| MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | $26K | 1.1% |
| BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | $23K | 1.0% |
| TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | $19K | 0.8% |
| INTERMEDIATE TERM BOND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086 | Pooled Separate Account | $19K | 0.8% |
| LARGE CAP BLEND ACCOUNT V SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 120 | Pooled Separate Account | $19K | 0.8% |
| LARGE CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 047 | Pooled Separate Account | $18K | 0.8% |
| 2045 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | $15K | 0.7% |
| EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | $14K | 0.6% |
| GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | $13K | 0.6% |
| INTERNATIONAL LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 125 | Pooled Separate Account | $13K | 0.6% |
| EQUITY GROWTH & INCOME ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 049 | Pooled Separate Account | $9K | 0.4% |
| 2035 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | $7K | 0.3% |
| HIGH-YIELD BOND ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 126 | Pooled Separate Account | $6K | 0.3% |
| MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | $5K | 0.2% |
| INTERNATIONAL LARGE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 119 | Pooled Separate Account | $3K | 0.1% |
| 2030 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | $74 | <0.1% |
| 2020 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | $40 | <0.1% |
| SMALL CAP BLEND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013 | Pooled Separate Account | $1 | <0.1% |
| SHORT-TERM INVESTMENT ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 089 | Pooled Separate Account | $0 | <0.1% |
| INTERNATIONAL LARGE VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 118 | Pooled Separate Account | $0 | <0.1% |
| 2015 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102 | Pooled Separate Account | $0 | <0.1% |
| 2065 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 129 | Pooled Separate Account | $0 | <0.1% |
| 2010 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101 | Pooled Separate Account | $0 | <0.1% |
| SMALL CAP VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 043 | Pooled Separate Account | $0 | <0.1% |
