Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | RECORDKEEPER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | AUSTIN, TX | FINANCIAL ADVISOR | — | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century American Century Retirement Date 2040 | — | — | — | $2.3M | 12.4% | |
| AMCENT RTRMNTRDNS2040 I NATIONWIDE · EIN 31-1592130 / PN 000 |
| Indirect comp |
|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | CHICAGO, IL | THIRD PARTY ADMINISTRATO | — | — |
Pooled Separate Account |
| — |
| — |
| $2.3M |
| 12.4% |
| American Century American Century Retirement Date 2035 | — | — | — | $2.0M | 11.1% |
| AMCENT RTRMNTRDNS2035 1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $2.0M | 11.1% |
| AMCENT RTRMNTRDNS2025 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $2.0M | 11.1% |
| AMCENT RTRMNTRDNS2050 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.9M | 10.7% |
| American Century American Century Retirement Date 2050 | — | — | — | $1.9M | 10.7% |
| VNGRD 500 INDEX FD AS NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.9M | 10.6% |
| American Century American Century Retirement Date 2045 | — | — | — | $1.7M | 9.1% |
| AMCENT RTRMNTRDNS2045 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.7M | 9.1% |
| American Century American Century Retirement Date 2030 | — | — | — | $1.1M | 6.1% |
| AMCENT RTRMNTRDNS2030 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.1M | 6.1% |
| The Vanguard Group Vanguard Growth Index Fund Admiral Shares | — | — | — | $581K | 3.2% |
| VNGRD GR INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $581K | 3.2% |
| American Century American Century Retirement Date 2060 | — | — | — | $456K | 2.5% |
| AMCENT RTRMNTRDNS2060 1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $456K | 2.5% |
| The Vanguard Group Vanguard Total Bond Market Index Fund Admiral Share | — | — | — | $448K | 2.5% |
| VNGRD TTL BND MKT IDX ADM NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $448K | 2.5% |
| VANGUARD DEVL MARKET INDEX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $380K | 2.1% |
| AMCENT RTRMNTRDNSRTRMNT I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $355K | 1.9% |
| American Century American Century Retirement Date 2055 | — | — | — | $314K | 1.7% |
| AMCENT RTRMNTRDNS2055 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $314K | 1.7% |
| through March 2043) | — | — | — | $305K | 1.7% |
| The Vanguard Group Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $270K | 1.5% |
| VNGRD SMCAP GR INDX ADML NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $270K | 1.5% |
| The Vanguard Group Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $201K | 1.1% |
| VNGRD SM CAP INDX FD AS NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $201K | 1.1% |
| The Vanguard Group Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $179K | 1.0% |
| VNGRD SMCAP VAL INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $179K | 1.0% |
| Collective investment trust Federated Government Obligations Fund Premier | — | — | — | $172K | 0.9% |
| FED HRMS GOV LBLGTNS PRMR NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $172K | 0.9% |
| The Vanguard Group Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $169K | 0.9% |
| VNGRD MDCAP GR INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $169K | 0.9% |
| VNGRD MID-CAP IDX FD AS NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $160K | 0.9% |
| Fidelity Funds Fed Hrms Gov Oblgtns Prmr | — | — | — | $113K | 0.6% |
| FID 500 INDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $113K | 0.6% |
| The Vanguard Group Vanguard Emerging Markets Stock Index Fund Investor Shares | — | — | — | $99K | 0.5% |
| VNGRD EMRG MKT STK INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $99K | 0.5% |
| The Vanguard Group Vanguard High-Yield Corporate Fund Admiral Shares | — | — | — | $93K | 0.5% |
| VNGRD HI YLD CORP ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $93K | 0.5% |
| The Vanguard Group Vanguard Value Index Fund Admiral Shares | — | — | — | $88K | 0.5% |
| VNGRD VAL INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $88K | 0.5% |
| Funds in registered investment companies (Continued) The Vanguard Group Vanguard Mid-Cap Value Index Fund | — | — | — | $77K | 0.4% |
| VNGRD MDCAP VAL INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $77K | 0.4% |
| * Nationwide Fixed Select Contract | Guaranteed Income / GIC | — | — | $64K | 0.4% |
| Fidelity Funds Fidelity 500 Index | — | — | — | $56K | 0.3% |
| FID INTL INDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $56K | 0.3% |
| Diamond Hill Diamond Hill Mid Cap I | — | — | — | $54K | 0.3% |
| DODGECOX INTL STK I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $54K | 0.3% |
| Goldman Sachs Goldman Sachs GQG tnrs Intl Opps R6 | — | — | — | $53K | 0.3% |
| GDMNSCS GQGPTNRINTLOPPR R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $53K | 0.3% |
| NW LOOMIS ALLCAP GR R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $50K | 0.3% |
| Avantis U.S. Large Cap Value Fund | — | — | — | $48K | 0.3% |
| AVNTS US LGCAP VAL INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $48K | 0.3% |
| The Vanguard Group Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $47K | 0.3% |
| VNGRD REALEST INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $47K | 0.3% |
| JP Morgan JPMorgan Large Cap Gr R6 | — | — | — | $43K | 0.2% |
| JPM LGCAP GR R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $43K | 0.2% |
| Avantis Emerging Markets Equity Fund - Institutional Class | — | — | — | $43K | 0.2% |
| AVNTS EMRG MKT EQ NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $43K | 0.2% |
| JP Morgan JPMorgan Equity Income Fund | — | — | — | $41K | 0.2% |
| JPM EQ INC R5 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $41K | 0.2% |
| PGIM Total Return Bond R6 | — | — | — | $30K | 0.2% |
| PGIM TTL RTN BD R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $30K | 0.2% |
| MFS MIDCAP GR NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $27K | 0.1% |
| DFA U.S. Targeted Value Fund | — | — | — | $26K | 0.1% |
| DIAMOND HILL MDCAP I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $26K | 0.1% |
| PIMCO Funds PIMCO Commodity Real Return Strategy Fund Inst 771 Principal Global Real Estate Sec R6 | — | — | — | $26K | 0.1% |
| PRNCPL GLBL REALEST R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $26K | 0.1% |
| Fidelity Funds Fidelity US Bond Index | — | — | — | $23K | 0.1% |
| FID US BD INDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $23K | 0.1% |
| LEGAL&GENERAL COMM NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $21K | 0.1% |
| BlackRock High Yield Bond K | — | — | — | $21K | 0.1% |
| BLKRK HI YLD BD PORT K NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $21K | 0.1% |
| PIMCO REAL RTN INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $17K | <0.1% |
| The Vanguard Group Vanguard Explorer Fund Admiral Shares | — | — | — | $14K | <0.1% |
| VNGRD EXPLR ADML NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% |
| Avantis U.S. Small Cap Value Fund - Institutional Class | — | — | — | $14K | <0.1% |
| AVNTS US SMCAP VAL INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% |
| American Century American Century Retirement Date 2065 | — | — | — | $13K | <0.1% |
| AM CENT TGT RET 2065 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% |
| BLKRK SP 500 IDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% |
| American Funds American Funds Growth Fund of America | — | — | — | $10K | <0.1% |
| AMFDS GR FD AM R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% |
| TRP JPN NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% |
| The Vanguard Group Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $10K | <0.1% |
| VNGRD INFL PRTCT SEC ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $9K | <0.1% |
| AMFDS 2050 TRGTDTRTRMT R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% |
| The Vanguard Group Vanguard Total International Bond Index Fund Admiral Shares 246 The Vanguard Group Vanguard Small Market Index Fund | — | — | — | $8K | <0.1% |
| VNGRD TTL STMKT INDX FD AS NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% |
| Alliance Bernstein AB Global Bond Fund - Class Z | — | — | — | $7K | <0.1% |
| AB GLBL BD Z NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% |
| BlackRock Total Return K | — | — | — | $7K | <0.1% |
| BLKRK TTL RTN K NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% |
| BlackRock Blkrk Isrssll Mdcapindx K + | — | — | — | $6K | <0.1% |
| BLKRK RUSS MIDCAP IDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% |
| VNGRD TGT RET 2055 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% |
| VANGUARD TRGT 2060 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% |
| Fidelity Funds Fidelity International Index Fund | — | — | — | $5K | <0.1% |
| FID TTLMKT IDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% |
| Delaware Ivy Emrgmktlclcrndbt I | — | — | — | $1K | <0.1% |
| DFA EMRG MKT COR EQ INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
| PIMCOCOMDYREALRTNSTRATINST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $771 | <0.1% |
| TIAACRF LFCYCIND 2030 INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $348 | <0.1% |
| VNGRD TTL INTL BD IDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $246 | <0.1% |
| AB GLBL BD I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $187 | <0.1% |
| DFA US TRGT VAL INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| PIMCO EMRGMKT NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| DFA US LGCAP VAL INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| COL SEL LGCAP GR INST2 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| DFA GLBL REALEST SEC INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| NW FXD SEL OPTN NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| HARBOR INTL GR INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| BLKRK STRAT INC OPPR I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| AMBCN INTL EQ R5 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
