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Original filing (PDF)20251014085508NAL0005127714001
NATIONWIDE MUTUAL INSURANCE COMPANY
Form 5500
FILING_RECEIVED
NATIONWIDE SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
22,626
Accounts w/ balance
40,008
Plan assets (EOY)
$8.3B
Net assets (EOY)
$8.3B
How this plan invests
This plan
5 pooled trusts
Schedule D
545 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "SSGA S&P 500 FLAGSHIP SER" is 26% of plan.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONWIDE MUTUAL INSURANCE COMPANY.
Plan sponsor
Name
NATIONWIDE MUTUAL INSURANCE COMPANY
EIN
31-4177100
Address
ONE NATIONWIDE PLAZA 1-04-101 · COLUMBUS, OH · 43215
Phone
(614) 677-4272
Industry
Finance & Insurancesee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
31-4177100
City
COLUMBUS, OH
Phone
(614) 249-0132
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER / ADMIN | $1.1M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | INV ADVISOR | $921K | — |
Investments
543 direct securities · 5 pooled funds· $9.4B(100% of reported assets)
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.
Uncategorized
$6.2B
543 holdings
Common Collective Trust
$3.2B
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S&P 500(R)INDEX SEC LS CLASS I STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $1.6B | 19.2% | |
| SSGA S&P 500 FLAGSHIP SER | — | — | $1.0M | $1.6B | 19.2% | |
| STATE STREET INTL INDX SL | — | — | $13.4M | $531.8M | 6.4% | |
| INTN'L INDEX SEC LS CLASS I STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 462 | Common Collective Trust | — | — | $531.8M | 6.4% | |
| STATE STREET U.S. BOND IN | — | — | $16.7M | $491.4M | 5.9% | |
| U.S. BOND INDEX SEC LS CLASS II STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 498 | Common Collective Trust | — | — | $491.4M | 5.9% | |
| STATE STREET S&P MIDCAP I | — | — | $2.1M | $309.5M | 3.7% | |
| S&P MIDCAP(R) INDEX SEC LS CLASS I STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 116 | Common Collective Trust | — | — | $309.3M | 3.7% | |
| State Street Russell Smal | — | — | $2.6M | $247.1M | 3.0% | |
| RUSSELL SM CAP(R)INDEX SEC LS I STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 084 | Common Collective Trust | — | — | $247.1M | 3.0% | |
| Attachment A Security Description 1 Shares/Par Base Market Value Fimm Government Institution | — | — | $226.9M | $226.9M | 2.7% | |
| NVIDIA CORP | — | — | $665K | $89.3M | 1.1% | |
| APPLE INC | — | — | $345K | $86.5M | 1.0% | |
| AMAZON.COM INC | — | — | $303K | $66.5M | 0.8% | |
| MICROSOFT CORP | — | — | $142K | $60.1M | 0.7% | |
| META PLATFORMS INC CL A | — | — | $89K | $51.9M | 0.6% | |
| ALPHABET INC CL C | — | — | $259K | $49.3M | 0.6% | |
| TESLA INC | — | — | $83K | $33.4M | 0.4% | |
| NETFLIX INC | — | — | $32K | $28.8M | 0.3% | |
| PARKER HANNIFIN CORP | — | — | $45K | $28.6M | 0.3% | |
| MASTERCARD INC CL A | — | — | $52K | $27.5M | 0.3% | |
| BROADCOM INC | — | — | $114K | $26.5M | 0.3% | |
| AMERIPRISE FIN INC | — | — | $46K | $24.3M | 0.3% | |
| MICROSOFT CORP | — | — | $56K | $23.8M | 0.3% | |
| BBH STIF FUND | — | — | $23.6M | $23.6M | 0.3% | |
| ELI LILLY & CO | — | — | $29K | $22.1M | 0.3% | |
| UNITED STATES TREASURY BO | — | — | $24.5M | $21.6M | 0.3% | |
| CAPITAL ONE FIN CORP | — | — | $112K | $20.0M | 0.2% | |
| SVCSNOW INC | — | — | $18K | $19.2M | 0.2% | |
| CORTEVA INC | — | — | $330K | $18.8M | 0.2% | |
| LENNAR CORP CL A | — | — | $133K | $18.2M | 0.2% | |
| INTUITIVE SURGICAL INC | — | — | $33K | $17.3M | 0.2% | |
| MARTIN MARIETTA MATERIALS | — | — | $33K | $17.1M | 0.2% | |
| ANSYS INC | — | — | $51K | $17.1M | 0.2% | |
| ORACLE CORP | — | — | $100K | $16.7M | 0.2% | |
| ADOBE INC | — | — | $37K | $16.4M | 0.2% | |
| SONY GROUP CORP ADR | — | — | $772K | $16.3M | 0.2% | |
| ATMOS ENERGY CORP | — | — | $115K | $16.0M | 0.2% | |
| BLACKSTONE INC | — | — | $90K | $15.6M | 0.2% | |
| US BANCORP DEL | — | — | $325K | $15.6M | 0.2% | |
| QUALCOMM INC | — | — | $98K | $15.1M | 0.2% | |
| RPM INTL INC | — | — | $121K | $14.9M | 0.2% | |
| ECOLAB INC | — | — | $63K | $14.9M | 0.2% | |
| HONEYWELL INTL INC | — | — | $64K | $14.3M | 0.2% | |
| AMGEN INC | — | — | $53K | $13.8M | 0.2% | |
| SAP SE | — | — | $56K | $13.7M | 0.2% | |
| XYLEM INC | — | — | $118K | $13.7M | 0.2% | |
| DR HORTON INC | — | — | $97K | $13.6M | 0.2% | |
| PNC FIN SVCS GRP INC | — | — | $70K | $13.5M | 0.2% | |
| DANAHER CORP | — | — | $59K | $13.5M | 0.2% | |
| PROCTER & GAMBLE CO | — | — | $80K | $13.4M | 0.2% | |
| AMERICAN INTL GROUP | — | — | $184K | $13.4M | 0.2% | |
| VERIZON COMM INC | — | — | $330K | $13.2M | 0.2% | |
| LOWES COS INC | — | — | $53K | $13.1M | 0.2% | |
| COCA COLA CO | — | — | $210K | $13.0M | 0.2% | |
| ALCON INC | — | — | $153K | $12.9M | 0.2% | |
| XCEL ENERGY INC | — | — | $191K | $12.9M | 0.2% | |
| TELEDYNE TECH INC | — | — | $28K | $12.9M | 0.2% | |
| SCHNEIDER ELECTRIC SE | — | — | $51K | $12.8M | 0.2% | |
| MERCK & CO INC NEW | — | — | $128K | $12.7M | 0.2% | |
| GEN DYNAMICS CORPORATION | — | — | $48K | $12.6M | 0.2% | |
| HITACHI LTD | — | — | $503K | $12.6M | 0.2% | |
| Attachment A Security Description 1 Shares/Par Base Market Value COTERRA ENERGY INC | — | — | $486K | $12.4M | 0.1% | |
| AMERICAN WATER WRKS COMPA | — | — | $100K | $12.4M | 0.1% | |
| CLEAN HARBORS INC | — | — | $53K | $12.3M | 0.1% | |
| KKR & CO INC | — | — | $81K | $12.0M | 0.1% | |
| MITSUBISHI UFJ FINL SPON | — | — | $1.0M | $11.9M | 0.1% | |
| GOLDMAN SACHS GROUP INC | — | — | $21K | $11.8M | 0.1% | |
| AIR LIQUIDE SA | — | — | $72K | $11.8M | 0.1% | |
| CULLEN FROST BANKERS INC | — | — | $86K | $11.5M | 0.1% | |
| COMPASS GROUP PLC | — | — | $343K | $11.4M | 0.1% | |
| TOTALENERGIES SE ADR | — | — | $209K | $11.4M | 0.1% | |
| BBH STIF FUND | — | — | $11.4M | $11.4M | 0.1% | |
| MICROCHIP TECH | — | — | $196K | $11.2M | 0.1% | |
| AMPHENOL CORPORATION CL A | — | — | $160K | $11.1M | 0.1% | |
| UNITED STATES TREASURY BO | — | — | $13.5M | $11.0M | 0.1% | |
| BBH STIF FUND | — | — | $11.0M | $11.0M | 0.1% | |
| WASTE CONNECTIONS INC | — | — | $64K | $11.0M | 0.1% | |
| Attachment A Security Description 1 Shares/Par Base Market Value BLACKSTONE INC | — | — | $63K | $10.9M | 0.1% | |
| MICHELIN COMP GEN DES EST | — | — | $644K | $10.6M | 0.1% | |
| SPOTIFY TECH SA | — | — | $23K | $10.4M | 0.1% | |
| TAIWAN SEMIC MFG CO LTD S | — | — | $52K | $10.3M | 0.1% | |
| Attachment A Security Description 1 Shares/Par Base Market Value COCA COLA CO | — | — | $164K | $10.2M | 0.1% | |
| EQ LIFESTYLE PPTYS INC | — | — | $151K | $10.1M | 0.1% | |
| ARISTA NETWORKS INC | — | — | $91K | $10.0M | 0.1% | |
| TRANSDIGM GROUP INC | — | — | $8K | $10.0M | 0.1% | |
| ROCHE HLDGS AG (GENUSSCHE | — | — | $35K | $9.7M | 0.1% | |
| SS&C TECH HLDGS INC | — | — | $127K | $9.6M | 0.1% | |
| CONSTELLATION BRANDS INC | — | — | $44K | $9.6M | 0.1% | |
| BBH STIF FUND | — | — | $9.5M | $9.5M | 0.1% | |
| ENTEGRIS INC | — | — | $94K | $9.3M | 0.1% | |
| AMETEK INC NEW | — | — | $51K | $9.2M | 0.1% | |
| NESTLE SA (REG) | — | — | $111K | $9.2M | 0.1% | |
| SALESFORCE INC | — | — | $27K | $9.0M | 0.1% | |
| INTL BUS MACH CORP | — | — | $40K | $8.9M | 0.1% | |
| DOORDASH INC | — | — | $53K | $8.8M | 0.1% | |
| MEDTRONIC PLC | — | — | $110K | $8.8M | 0.1% | |
| DEUTSCHE BOERSE AG | — | — | $38K | $8.8M | 0.1% | |
| CIE FINANCIERE RICHEMONT | — | — | $57K | $8.7M | 0.1% | |
| Attachment A Security Description 1 Shares/Par Base Market Value BERKSHIRE HATHAWAY INC CL | — | — | $19K | $8.6M | 0.1% | |
| RELX PLC | — | — | $188K | $8.5M | 0.1% | |
| BWX TECH INC | — | — | $77K | $8.5M | 0.1% | |
| SONY GROUP CORP | — | — | $393K | $8.4M | 0.1% | |
| HALOZYME THERAPEUTICS INC | — | — | $173K | $8.3M | <0.1% | |
| MCDONALDS CORP | — | — | $28K | $8.1M | <0.1% | |
| NOVARTIS AG (REG) | — | — | $83K | $8.1M | <0.1% | |
| OSHKOSH CORP | — | — | $85K | $8.1M | <0.1% | |
| LVMH MOET HENNESSY LOUIS | — | — | $12K | $8.1M | <0.1% | |
| BBH STIF FUND | — | — | $7.9M | $7.9M | <0.1% | |
| EXPERIAN PLC | — | — | $184K | $7.9M | <0.1% | |
| ZURICH INSURANCE GROUP AG | — | — | $13K | $7.9M | <0.1% | |
| CAPGEMINI SA (FF40) | — | — | $48K | $7.9M | <0.1% | |
| BROWN & BROWN INC | — | — | $77K | $7.9M | <0.1% | |
| TAIWAN SEMIC MFG CO LTD S | — | — | $40K | $7.9M | <0.1% | |
| ESSILORLUXOTTICA | — | — | $32K | $7.8M | <0.1% | |
| COMMERCE BANCSHARES INC | — | — | $124K | $7.7M | <0.1% | |
| UBS GROUP AG | — | — | $252K | $7.7M | <0.1% | |
| 3M CO | — | — | $59K | $7.7M | <0.1% | |
| BEIERSDORF AG | — | — | $59K | $7.5M | <0.1% | |
| INTUIT INC | — | — | $12K | $7.4M | <0.1% | |
| NOVO-NORDISK AS CL B | — | — | $86K | $7.4M | <0.1% | |
| INGREDION INC | — | — | $54K | $7.4M | <0.1% | |
| ROLLS-ROYCE HLDGS PLC | — | — | $1.0M | $7.3M | <0.1% | |
| UNITED STATES TREASURY BO | — | — | $14.5M | $7.1M | <0.1% | |
| MCKESSON CORP | — | — | $12K | $7.1M | <0.1% | |
| LONDON STOCK EXCHANGE GRP | — | — | $49K | $6.9M | <0.1% | |
| HUNTINGTON BANCSHARES INC | — | — | $426K | $6.9M | <0.1% | |
| ST GOBAIN CIE DE | — | — | $77K | $6.8M | <0.1% | |
| QUANTA SVCS INC | — | — | $22K | $6.8M | <0.1% | |
| MERCADOLIBRE INC | — | — | $4K | $6.8M | <0.1% | |
| PAYPAL HLDGS INC | — | — | $79K | $6.8M | <0.1% | |
| TRANE TECH PLC | — | — | $18K | $6.7M | <0.1% | |
| ING GROEP NV | — | — | $423K | $6.6M | <0.1% | |
| INTESA SANPAOLO SPA | — | — | $1.6M | $6.5M | <0.1% | |
| RYANAIR HLDGS PLC SPON AD | — | — | $147K | $6.4M | <0.1% | |
| DBS GROUP HLDGS LTD | — | — | $197K | $6.3M | <0.1% | |
| AUTOZONE INC | — | — | $2K | $6.3M | <0.1% | |
| MERCK KGAA | — | — | $43K | $6.3M | <0.1% | |
| Fidelity Multiple investments (see Attachment A) | — | — | — | $6.2M | <0.1% | |
| SS&C TECH HLDGS INC | — | — | $79K | $6.0M | <0.1% | |
| ENGIE SA | — | — | $373K | $5.9M | <0.1% | |
| JOHNSON & JOHNSON | — | — | $41K | $5.9M | <0.1% | |
| FAIR ISAAC CORP | — | — | $3K | $5.8M | <0.1% | |
| UGI CORP NEW | — | — | $206K | $5.8M | <0.1% | |
| MITSUBISHI ELECTRIC CORP | — | — | $340K | $5.8M | <0.1% | |
| HENRY SCHEIN INC | — | — | $83K | $5.7M | <0.1% | |
| LKQ CORP | — | — | $155K | $5.7M | <0.1% | |
| DENSO CORP | — | — | $400K | $5.6M | <0.1% | |
| DAIKIN INDU LTD | — | — | $47K | $5.6M | <0.1% | |
| ABBOTT LAB | — | — | $49K | $5.6M | <0.1% | |
| SHOPIFY INC CL A | — | — | $51K | $5.5M | <0.1% | |
| BIO TECHNE CORP | — | — | $76K | $5.5M | <0.1% | |
| EATON CORP PLC | — | — | $16K | $5.3M | <0.1% | |
| AMADEUS IT GROUP SA | — | — | $74K | $5.2M | <0.1% | |
| LINDE PLC | — | — | $12K | $5.2M | <0.1% | |
| ALROSA CO LTD | — | — | — | $5.2M | <0.1% | |
| UST NOTES 4.125 07/31/203 | — | — | $5.2M | $5.1M | <0.1% | |
| SUMITOMO MITSUI FINL GROU | — | — | $211K | $5.1M | <0.1% | |
| THE BOOKING HLDGS INC | — | — | $1K | $5.0M | <0.1% | |
| DOLBY LAB INC CL A | — | — | $64K | $5.0M | <0.1% | |
| HDFC BANK LTD SPON ADR | — | — | $78K | $5.0M | <0.1% | |
| IDEX CORPORATION | — | — | $24K | $5.0M | <0.1% | |
| AMPHENOL CORPORATION CL A | — | — | $71K | $4.9M | <0.1% | |
| CABOT CORP | — | — | $54K | $4.9M | <0.1% | |
| STARBUCKS CORP | — | — | $53K | $4.9M | <0.1% | |
| HUBSPOT INC | — | — | $7K | $4.8M | <0.1% | |
| CHECK POINT SOFTWARE TECH | — | — | $26K | $4.8M | <0.1% | |
| SEVEN & I HLDGS CO LTD | — | — | $304K | $4.8M | <0.1% | |
| Attachment A Security Description 1 Shares/Par Base Market Value CANADIAN NATL RAILWAY CO | — | — | $47K | $4.8M | <0.1% | |
| CARLSBERG AS CL B | — | — | $49K | $4.7M | <0.1% | |
| BBH STIF FUND | — | — | $4.7M | $4.7M | <0.1% | |
| WOODWARD INC | — | — | $28K | $4.7M | <0.1% | |
| WALMART INC | — | — | $51K | $4.6M | <0.1% | |
| PALO ALTO NETWORKS INC | — | — | $25K | $4.6M | <0.1% | |
| PROSPERITY BANCSHARES INC | — | — | $61K | $4.6M | <0.1% | |
| TESCO PLC | — | — | $985K | $4.5M | <0.1% | |
| CHARLES RIVER LABS INTL I | — | — | $24K | $4.5M | <0.1% | |
| HEICO CORP CL A | — | — | $24K | $4.5M | <0.1% | |
| DIAGEO PLC | — | — | $142K | $4.5M | <0.1% | |
| ENI SPA | — | — | $330K | $4.5M | <0.1% | |
| BLACKBAUD INC | — | — | $60K | $4.5M | <0.1% | |
| APPLOVIN CORP | — | — | $14K | $4.4M | <0.1% | |
| PERNOD-RICARD | — | — | $39K | $4.4M | <0.1% | |
| OLYMPUS CORP | — | — | $291K | $4.4M | <0.1% | |
| SHIN-ETSU CHEMICAL CO LTD | — | — | $130K | $4.4M | <0.1% | |
| MIRION TECH INC-A | — | — | $250K | $4.4M | <0.1% | |
| TELEDYNE TECH INC | — | — | $9K | $4.3M | <0.1% | |
| TERUMO CORP | — | — | $220K | $4.3M | <0.1% | |
| NNN REIT INC | — | — | $104K | $4.2M | <0.1% | |
| UBER TECH INC | — | — | $70K | $4.2M | <0.1% | |
| STERIS PLC | — | — | $20K | $4.2M | <0.1% | |
| COPART INC | — | — | $73K | $4.2M | <0.1% | |
| GLOBUS MEDICAL INC | — | — | $51K | $4.2M | <0.1% | |
| HOME DEPOT INC | — | — | $11K | $4.2M | <0.1% | |
| MID AMERICA APT CMNTY INC | — | — | $27K | $4.1M | <0.1% | |
| VERTIV HLDGS CO | — | — | $36K | $4.1M | <0.1% | |
| Attachment A Security Description 1 Shares/Par Base Market Value QIAGEN NV | — | — | $90K | $4.0M | <0.1% | |
| AIB GROUP PLC | — | — | $720K | $4.0M | <0.1% | |
| PAREXEL TERM B 1LN 11/15/ | — | — | $3.9M | $3.9M | <0.1% | |
| FMC CORP NEW | — | — | $81K | $3.9M | <0.1% |
Showing top 200 of 548 investments by value.