This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | — | CHICAGO, IL | INVESTMENT ADVISOR | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| 2035 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | $1.4M | 16.6% |
| 2025 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | $842K | 10.2% |
| 2045 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | $572K | 6.9% |
| 2055 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110 | Pooled Separate Account | $558K | 6.7% |
| FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | $470K | 5.7% |
| TOTAL STOCK INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018 | Pooled Separate Account | $457K | 5.5% |
| LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | $445K | 5.4% |
| 2060 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111 | Pooled Separate Account | $367K | 4.4% |
| BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | $189K | 2.3% |
| AGGRESSIVE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 008 | Pooled Separate Account | $167K | 2.0% |
| SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | $151K | 1.8% |
| TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | $149K | 1.8% |
| EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | $145K | 1.8% |
| TIPS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 066 | Pooled Separate Account | $144K | 1.7% |
| FOREIGN LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 085 | Pooled Separate Account | $135K | 1.6% |
| MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | $130K | 1.6% |
| INTERMEDIATE TERM BOND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086 | Pooled Separate Account | $128K | 1.5% |
| LARGE CAP VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 075 | Pooled Separate Account | $126K | 1.5% |
| 2015 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102 | Pooled Separate Account | $120K | 1.4% |
| SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | $100K | 1.2% |
| GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | $99K | 1.2% |
| LARGE CAP BLEND ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 084 | Pooled Separate Account | $97K | 1.2% |
| 2040 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | $74K | 0.9% |
| MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | $50K | 0.6% |
| 2050 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | $44K | 0.5% |
| SMALL CAP BLEND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013 | Pooled Separate Account | $38K | 0.5% |
| HIGH YIELD BOND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 057 | Pooled Separate Account | $36K | 0.4% |
| MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 | Pooled Separate Account | $30K | 0.4% |
| SMALL-MID CAP GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058 | Pooled Separate Account | $17K | 0.2% |
| 2010 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101 | Pooled Separate Account | $17K | 0.2% |
| 2030 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | $14K | 0.2% |
| 2065 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 129 | Pooled Separate Account | $8K | <0.1% |
| 2020 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | $2K | <0.1% |
| SMALL CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 077 | Pooled Separate Account | $0 | <0.1% |
| LARGE CAP DIVIDENDS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 070 | Pooled Separate Account | $0 | <0.1% |
| INTERNATIONAL GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 009 | Pooled Separate Account | $0 | <0.1% |
| REIT INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 053 | Pooled Separate Account | $0 | <0.1% |
| INTERMEDIATE-TERM BOND ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 074 | Pooled Separate Account | $0 | <0.1% |
