Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $226K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | NONE | $44K | — |
| UBS FINANCIAL | 13-2638116 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund | Other securities | — | — | $11.6M | 13.3% | |
| American Funds 2040 Target Date Retirement Fund | Other securities | — | — | $8.9M | 10.1% | |
| American Funds 2035 Target Date Retirement Fund | Other securities | — | — | $7.3M | 8.4% | |
| American Funds 2025 Target Date Retirement Fund | Other securities | — | — | $7.2M | 8.3% | |
| Vanguard 500 Index Admiral Fund | Other securities | — | — | $7.1M | 8.2% | |
| Group Annuity Contract Standard Insurance Company Standard Stable Asset 2 | Common Stock | — | — | $6.9M | 7.9% | |
| American Funds 2050 Target Date Retirement Fund | Other securities | — | — | $5.9M | 6.7% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $5.1M | 5.8% | |
| American Funds 2045 Target Date Retirement Fund | Other securities | — | — | $4.6M | 5.3% | |
| American Funds 2055 Target Date Retirement Fund | Other securities | — | — | $4.3M | 4.9% | |
| American Funds 2020 Target Date Retirement Fund | Other securities | — | — | $3.9M | 4.4% | |
| Vanguard Small Cap Index Admiral Fund | Other securities | — | — | $2.6M | 3.0% | |
| PIMCO Income Fund Institutional Class Fund | Other securities | — | — | $1.9M | 2.2% | |
| American Funds 2060 Target Date Retirement Fund | Other securities | — | — | $1.5M | 1.7% | |
| Vanguard Developed Markets Index Admiral Fund | Other securities | — | — | $1.3M | 1.5% | |
| Principal Funds Mid Cap S&P 400 Index Fund | Other securities | — | — | $1.2M | 1.4% | |
| American Funds 2065 Target Date Retirement Fund | Other securities | — | — | $1.1M | 1.3% | |
| American Funds 2010 Target Date Retirement Fund | Other securities | — | — | $1.1M | 1.3% | |
| Baird Core Plus Bond Institutional | Other securities | — | — | $843K | 1.0% | |
| Janus Henderson Investors Balanced Fund | Other securities | — | — | $675K | 0.8% | |
| American Funds 2015 Target Date Retirement Fund | Other securities | — | — | $595K | 0.7% | |
| Vanguard Mid-Cap Value Index Admiral Fund | Other securities | — | — | $371K | 0.4% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $265K | 0.3% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Fund | Other securities | — | — | $221K | 0.3% | |
| Vanguard Small Cap Value Index Admiral Fund | Other securities | — | — | $203K | 0.2% | |
| Diamond Hill Large Cap Y Fund | Other securities | — | — | $182K | 0.2% | |
| Dimensional Fund Advisors International Core Equity I Fund | Other securities | — | — | $141K | 0.2% | |
| Registered investment companies AllianceBernstein Small Cap Growth Portfolio I Fund | Other securities | — | — | $49K | <0.1% | |
| through October 2046 -0- | Other securities | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $28K |
| — |
| LPL FINANCIAL | 04-3046611 | — | NONE | $19K | — |
