Michelle Gillis signed American Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Financial Group, Inc.'s EIN is 31-1544320.
Download the official 2024 Form 5500 (PDF) for American Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMI | 13-5674085 | — | RECORDKEEPER | $477K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | CINCINNATI, OH | CONSULTANT | $156K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| AFG COMMON STOCK FUND MUTUAL FUNDS | Common Stocks | — | $206.1M | $355.2M | 15.3% | |
| VANGUARD INSTL TOTAL STK MRK D VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | $213.9M | $208.4M | 9.0% | |
| VANGUARD GROWTH IND FD INSTL MUTUAL FUNDS | Mutual Funds | — | $102.8M | $206.0M | 8.9% | |
| VANGUARD VALUE INDEX FD INSTL MUTUAL FUNDS | Mutual Funds | — | $91.0M | $129.2M | 5.6% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | $93.0M | $120.0M | 5.2% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | $87.5M | $114.9M | 5.0% | |
| T.ROWE PRICE STABLE VALUE FUND T. ROWE PRICE · EIN 52-1309932 / PN 001 | Common Collective Trust | — | $114.0M | $114.0M | 4.9% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | $74.1M | $100.5M | 4.3% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | $69.7M | $93.6M | 4.0% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | $70.7M | $90.0M | 3.9% | |
| VANGUARD BOND INDEX UNIT D VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | $87.1M | $87.1M | 3.8% | |
| VANGUARD MID CAP INDEX FD MUTUAL FUNDS | Mutual Funds | — | $59.5M | $85.7M | 3.7% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | $61.9M | $84.1M | 3.6% | |
| VANGUARD SMALL CAP IND INSTL MUTUAL FUNDS | Mutual Funds | — | $60.1M | $80.5M | 3.5% | |
| VANGUARD FTSE ALL WORLD MUTUAL FUNDS | Mutual Funds | — | $60.0M | $64.0M | 2.8% | |
| INTERNATIONAL GRTH FD II CL R1 GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | $55.0M | $54.6M | 2.4% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | $40.1M | $53.5M | 2.3% | |
| VANGUARD SHRT TRM INFL INSTL MUTUAL FUNDS | Mutual Funds | — | $36.6M | $36.9M | 1.6% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $23.4M | $30.6M | 1.3% | |
| MACQUARIE SMALL CAP CORE INSTL MUTUAL FUNDS | Other securities | — | $25.9M | $30.4M | 1.3% | |
| DFA REAL ESTATE SEC PRTL INSTL MUTUAL FUNDS | Mutual Funds | — | $28.2M | $30.1M | 1.3% | |
| DODGE & COX INCOME FUND CL X MUTUAL FUNDS | Mutual Funds | — | $29.7M | $29.4M | 1.3% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | $21.1M | $26.0M | 1.1% | |
| PIMCO INCOME FUND INSTL CL MUTUAL FUNDS | Mutual Funds | — | $19.6M | $19.4M | 0.8% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | $11.0M | $13.1M | 0.6% | |
| LOAN FUND LOANS | Other securities | — | $12.7M | $12.7M | 0.5% | |
| MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT/ BANK DEPOSIT | Other securities | — | $10.4M | $10.4M | 0.4% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | $8.0M | $9.3M | 0.4% | |
| HARTFORD INTL VALUE FD Y MUTUAL FUNDS | Other securities | — | $3.6M | $3.6M | 0.2% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | $865K | $997K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $8K | $8K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK SCHAEFER HACKET | — | CINCINNATI, OH | ACCOUNTANT | $20K | — |
