Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MJ RETIREMENT | 45-5291215 | — | NONE | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $9.2M | 94.3% | |
| American United Life Insurance Company American Funds 2035 Target Date Ret R6 Pooled Separate Account | Other securities | — | — | $1.8M | 18.1% | |
| American United Life Insurance Company American Funds 2040 Target Date Ret R6 Pooled Separate Account ** 730 * American United Life Insurance Company American Funds 2045 Target Date Ret R6 Pooled Separate Account | Other securities | — | — | $1.7M | 17.8% | |
| AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $1.2M | 11.9% | |
| American United Life Insurance Company American Funds 2025 Target Date Ret R6 Pooled Separate Account | Other securities | — | — | $1.1M | 11.1% | |
| American United Life Insurance Company Fidelity Large Cap Growth Index Pooled Separate Account | Other securities | — | — | $1.1M | 11.0% | |
| American United Life Insurance Company Vanguard 500 Index Adm Pooled Separate Account | Other securities | — | — | $947K | 9.8% | |
| MFS INTL EQUITY R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $229K | 2.4% | |
| American United Life Insurance Company AUL Fixed Fund Unallocated Insurance Contract Interest Rate 4% | Other securities | — | — | $226K | 2.3% | |
| American United Life Insurance Company Vanguard Equity-Income Adm Pooled Separate Account | Other securities | — | — | $219K | 2.3% | |
| American United Life Insurance Company American Funds 2065 Target Date Ret R6 Pooled Separate Account | Other securities | — | — | $208K | 2.1% | |
| PARTICIPANTS LOANS 6.25% TO 7.5% 0 | Bonds / Notes | — | — | $155K | 1.6% | |
| ranging from 2025 to 2029 -0- | Other securities | — | — | $155K | 1.6% | |
| American United Life Insurance Company AUL Stable Value Account Unallocated Insurance Contract Interest Rate 2% | Other securities | — | — | $154K | 1.6% | |
| American United Life Insurance Company Fidelity 500 Index Pooled Separate Account | Other securities | — | — | $154K | 1.6% | |
| FIDELITY ADV TOTAL BOND Z MUTUAL FUND SHARES 0 | Other securities | — | — | $129K | 1.3% | |
| American United Life Insurance Company American Funds 2010 Target Date Ret R6 Pooled Separate Account | Other securities | — | — | $121K | 1.2% | |
| American United Life Insurance Company Vanguard Small Cap Index Adm Pooled Separate Account | Other securities | — | — | $103K | 1.1% | |
| American United Life Insurance Company Fidelity Mid Cap Index Pooled Separate Account | Other securities | — | — | $101K | 1.0% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | Other securities | — | — | $101K | 1.0% | |
| American United Life Insurance Company Carillon Eagle Mid Cap Growth R6 Pooled Separate Account | Other securities | — | — | $44K | 0.5% | |
| American United Life Insurance Company American Funds New World R6 Pooled Separate Account | Other securities | — | — | $32K | 0.3% | |
| American United Life Insurance Company American Funds 2030 Target Date Ret R6 Pooled Separate Account | Other securities | — | — | $22K | 0.2% | |
| American United Life Insurance Company American Century Mid Cap Value R6 Pooled Separate Account | Other securities | — | — | $19K | 0.2% | |
| American United Life Insurance Company Pimco Income Fund Institutional Class Pooled Separate Account | Other securities | — | — | $19K | 0.2% | |
| FIDELITY ADV SMCAP VALUE Z MUTUAL FUND SHARES 0 | Other securities | — | — | $10K | 0.1% | |
| American United Life Insurance Company Pimco International Bond USD Hedged Institutional Pooled Separate Account | Other securities | — | — | $8K | <0.1% | |
| AMERICAN FUNDS AMERFDS 2050 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
