Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FINANCIAL | 99-9552241 | NORTHBROOK, IL | NONE | $1K | — |
| PENSION PLAN SERVICES, INC | 38-2154774 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA TIAA-CRF LifeCycle Index 2045 Institutional Fund | Mutual Funds | — | — | $869K | 15.3% | |
| TIAA TIAA-CRF LifeCycle Index 2030 Institutional Fund | Mutual Funds | — | — | $852K | 15.0% | |
| TIAA TIAA-CRF LifeCycle Index 2035 Institutional Fund | Mutual Funds | — | — | $738K | 13.0% | |
| TIAA TIAA-CRF LifeCycle Index 2040 Institutional Fund | Mutual Funds | — | — | $599K | 10.5% | |
| Avantis US Small Cap Value Instrument Fund ** 972 BlackRock 80/20 Target Allocation Instrument | Other securities | — | — | $582K | 10.2% | |
| State Street State Street Balanced Income Fund | Other securities | — | — | $470K | 8.3% | |
| TIAA TIAA-CRF LifeCycle Index 2050 Institutional Fund | Mutual Funds | — | — | $353K | 6.2% | |
| Putnam Growth Opportunities Fund | Mutual Funds | — | — | $322K | 5.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $146K | 2.6% | |
| Nationwide Geneva Small Cap Growth Institutional | Other securities | — | — | $141K | 2.5% | |
| Vanguard Windsor Admiral | Mutual Funds | — | — | $112K | 2.0% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $102K | 1.8% | |
| TIAA TIAA-CRF LifeCycle Index 2060 Institutional Fund | Mutual Funds | — | — | $84K | 1.5% | |
| TIAA TIAA-CRF LifeCycle Index 2025 Institutional Fund | Mutual Funds | — | — | $81K | 1.4% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $64K | 1.1% | |
| TIAA TIAA-CRF LifeCycle Index 2055 Institutional Fund | Mutual Funds | — | — | $57K | 1.0% | |
| BlackRock High Yield Bond Portfolio Class Fund ** 549 BlackRock Strategic Income Opportunities Fund | Other securities | — | — | $33K | 0.6% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $19K | 0.3% | |
| TIAA TIAA-CRF LifeCycle Index 2065 Institutional Fund | Mutual Funds | — | — | $12K | 0.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Federated Hermes Federated Hermes Government Obligations Fund ** 633 Federated Hermes Federated Institutional High Yield Bond Fund | Other securities | — | — | $4K | <0.1% | |
| Dodge & Cox Dodge & Cox International Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity U.S. Bond Index Fund ** 510 Goldman Sachs Goldman Sachs Partners International Opportunities | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Explorer Fund Admiral Fund ** 984 Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Nationwide Loomis All Cap Growth Fund | Other securities | — | — | $4K | <0.1% | |
| Avantis US Large Cap Value Instrument Fund | Other securities | — | — | $3K | <0.1% | |
| Avantis Emerging Markets Equity Fund | Other securities | — | — | $3K | <0.1% | |
| J.P. Morgan JPM Large Cap Growth R6 | Other securities | — | — | $3K | <0.1% | |
| J.P. Morgan J.P. Morgan Equity Income Fund | Other securities | — | — | $3K | <0.1% | |
| Morgan Stanley Morgan Stanley Institutional Discovery Fund | Other securities | — | — | $2K | <0.1% | |
| Diamond Hill Diamond Hill Mid Cap Fund Class I Fund | Other securities | — | — | $2K | <0.1% | |
| Pimco Real Return Institutional Fund ** 875 Principal Global Real Estate Securities Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Legal & General L & G Commodity Strategy Fund | Other securities | — | — | $2K | <0.1% | |
| Principal PGIM Total Return Bond Fund | Other securities | — | — | $1K | <0.1% | |
| Guaranteed Income Fund Nationwide Life Insurance * Company Fixed Select Contract, interest rate 0.02% | Bonds / Notes | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GRAND BLANC, MI |
| NONE |
| $600 |
| — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | NONE | $212 | — |
