Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | SAN DIEGO, CA | ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Contract *Nationwide Fixed Select Option | Other securities | — | — | $2.4M | 12.3% | |
| Vanguard Growth Index Admiral | Other securities | — | — | $2.2M | 11.2% | |
| TRowe Price Spectrum Conservative | Other securities | — | — | $2.1M | 10.7% | |
| JP Morgan Core Bond R6 | Other securities | — | — | $2.0M | 9.8% | |
| Putnam Large Cap Value Fund Y | Other securities | — | — | $1.7M | 8.7% | |
| JP Morgan US Equity R5 | Other securities | — | — | $1.3M | 6.5% | |
| American Funds Inc Fd Am R6 | Common Stock | — | — | $889K | 4.5% | |
| TRowe Price Capital Appreciation | Other securities | — | — | $856K | 4.3% | |
| Nationwide S & P 500 Index R6 | Other securities | — | — | $824K | 4.1% | |
| DFA International Sustainability Core 1 Portfolio | Other securities | — | — | $730K | 3.7% | |
| DFA Emerging Markets | Other securities | — | — | $600K | 3.0% | |
| Wells Fargo Small Company Growth Fund- Class Inst. | Other securities | — | — | $516K | 2.6% | |
| Carilon Eagle Mid Cap Growth | Other securities | — | — | $466K | 2.3% | |
| FAM Dividend Focus Fund Investor Class | Other securities | — | — | $446K | 2.2% | |
| American Century Mid Cap Value | Mutual Funds | — | — | $418K | 2.1% | |
| Federated Hermes Institutional High Yield Bond | Other securities | — | — | $399K | 2.0% | |
| Macquarie Small Cap Value Inst | Other securities | — | — | $337K | 1.7% | |
| Vanguard Real Estate Index Fund Admiral | Other securities | — | — | $282K | 1.4% | |
| Invesco Health Care Y | Other securities | — | — | $157K | 0.8% | |
| American Funds Capital World Bond Fund R6 | Other securities | — | — | $153K | 0.8% | |
| First Eagle Gold Fund Class R6 | Other securities | — | — | $143K | 0.7% | |
| MFS Util R4 | Other securities | — | — | $142K | 0.7% | |
| Invesco StlpthMLP Inc Y | Common Stock | — | — | $138K | 0.7% | |
| Fidelity Advisor Conv Sec Inst | Other securities | — | — | $138K | 0.7% | |
| Nuvn Prfrd Sec Inc I | Common Stock | — | — | $132K | 0.7% | |
| DWS Flotng Rt S | Other securities | — | — | $131K | 0.7% | |
| Nationwide Investor Destinations Aggressive R6 | Other securities | — | — | $81K | 0.4% | |
| Fidelity Advisor Stock Selector MidCap | Other securities | — | — | $37K | 0.2% | |
| Nationwide Small Cap Index R6 | Other securities | — | — | $37K | 0.2% | |
| Invesco American Franchise Y | Other securities | — | — | $24K | 0.1% | |
| BlackRock Health Sciences Opportunities Portfolio | Other securities | — | — | $16K | <0.1% | |
| Macquarie Ivy Science and Technology Fund | Other securities | — | — | $12K | <0.1% | |
| Federated Government Obligations Fund | Other securities | — | — | $7K | <0.1% | |
| PIMCO Commodity Real Return Strategy | Other securities | — | — | $5K | <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 |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS, LTD. | 35-2015845 | INDIANAPOLIS, IN | THIRD PARTY ADMIN | $1K | — |
