Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC-RPCP | 95-2834236 | — | NONE | $20K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $14K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $2K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $563 | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Inc Fd Am R6 N/R | — | — | — | $553K | 16.4% | |
| American Funds American Funds Gr Fd Am R6 N/R | — | — | — | $263K | 7.8% |
| American Funds American Funds Cap Wld Gr Inc R6 N/R | — | — | — | $247K | 7.3% |
| American Funds American Funds 2050 Target Date Retirement R6 N/R | — | — | — | $240K | 7.1% |
| American Funds American Funds Invmt Co Am R6 N/R | — | — | — | $235K | 7.0% |
| American Funds American Funds 2035 Target Date Retirement R6 N/R | — | — | — | $223K | 6.6% |
| American Funds American Funds 2030 Target Date Retirement R6 N/R | — | — | — | $200K | 5.9% |
| American Funds American Funds 2055 Target Date Retirement R6 N/R | — | — | — | $195K | 5.8% |
| American Funds American Funds 2045 Target Date Retirement R6 N/R | — | — | — | $167K | 5.0% |
| American Funds American Funds 2040 Target Date Retirement R6 N/R | — | — | — | $153K | 4.5% |
| Franklin DynaTech Franklin Dyna Tech Adv N/R | — | — | — | $143K | 4.2% |
| American Funds American Funds New Wld R6 N/R | — | — | — | $111K | 3.3% |
| Contract * Participant Loans Interest rate: 3.25% - 10.50% $0 | Participant loans | — | — | $94K | 2.8% |
| Guaranteed Investment Nationwide Fixed Contract N/R | — | — | — | $91K | 2.7% |
| American Funds American Funds 2025 Target Date Retirement R6 N/R | — | — | — | $79K | 2.4% |
| American Funds American Funds Smcap Wld R6 N/R | — | — | — | $78K | 2.3% |
| American Funds American Funds Bd Fd Am R6 N/R | — | — | — | $63K | 1.9% |
| Principal Glbl Realest R6 N/R | — | — | — | $61K | 1.8% |
| T. Rowe Price T. Rowe Multsctr Bd I N/R | — | — | — | $41K | 1.2% |
| Black Rock Black Rock Midcap Gr Eq Inst N/R | — | — | — | $32K | 1.0% |
| American Funds American Funds 2020 Target Date Retirement R6 N/R | — | — | — | $31K | 0.9% |
| Vanguard 500 Index Fd As N/R | — | — | — | $30K | 0.9% |
| American Funds American Funds 2060 Target Date Retirement R6 N/R | — | — | — | $22K | 0.6% |
| Federated Hermes Government Obligations PRMR N/R 744 Fidelity Fidadv Hlth Care I N/R | — | — | — | $11K | 0.3% |
| American Funds American Funds 2065 Target Date Retirement R6 N/R | — | — | — | $4K | 0.1% |
| American Funds American Funds 2010 Target Date Retirement R6 N/R | Mutual Funds | — | — | $2K | <0.1% |
