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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | — | NONE | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.2M | 97.1% | |
| American United Life Insurance Company Vanguard 500 Index Adm (1) | Other securities | — | — | $1.0M | 16.0% | |
| American United Life Insurance Company Thornburg Ltd Term Inc R6 (1) | Common Stock | — | — | $630K | 9.8% | |
| FRANKLIN/TEMPLETON FRANKLIN INTL GROWTH R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $528K | 8.2% | |
| American United Life Insurance Company Vanguard Mid Cap Index Adm (1) | Other securities | — | — | $449K | 7.0% | |
| American United Life Insurance Company MFS Intl Diversification R6 (1) | Other securities | — | — | $389K | 6.0% | |
| American United Life Insurance Company Vanguard Small Cap Index Adm (1) | Other securities | — | — | $375K | 5.8% | |
| PRUDENTIAL PGIM TOTAL RETURN BOND R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $344K | 5.4% | |
| American United Life Insurance Company Vanguard Equity-Income Adm (1) | Other securities | — | — | $327K | 5.1% | |
| American United Life Insurance Company AmCent One Choice 2055 R6 (1) | Other securities | — | — | $295K | 4.6% | |
| American United Life Insurance Company Jpmorgan Mid Cap Growth R6 (1) | Other securities | — | — | $265K | 4.1% | |
| American United Life Insurance Company AmCent One Choice 2060 R6 (1) | Other securities | — | — | $237K | 3.7% | |
| American United Life Insurance Company AmCent One Choice 2050 R6 (1) | Other securities | — | — | $230K | 3.6% | |
| American United Life Insurance Company MFS Mid Cap Value R6 (1) | Other securities | — | — | $210K | 3.3% | |
| American United Life Insurance Company AmCent One Choice 2035 R6 (1) | Other securities | — | — | $170K | 2.6% | |
| American United Life Insurance Company AmCent One Choice 2045 R6 (1) | Other securities | — | — | $145K | 2.3% | |
| PRUDENTIAL PGIM GLOBAL TOTAL RETURN R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $135K | 2.1% | |
| American United Life Insurance Company AmCent One Choice 2040 R6 (1) | Other securities | — | — | $129K | 2.0% | |
| PARTICIPANTS LOANS 4.25% TO 9.5% 0 | Bonds / Notes | — | — | $120K | 1.9% | |
| American United Life Insurance Company Vanguard Smcap Value Idx Adm (1) | Other securities | — | — | $86K | 1.3% | |
| American United Life Insurance Company AB Small Cap Growth Z (1) | Other securities | — | — | $72K | 1.1% | |
| American United Life Insurance Company AUL Stable Value Account (1) | Other securities | — | — | $68K | 1.1% | |
| T. ROWE PRICE TROWEPRICE GRTH STOCK I MUTUAL FUND SHARES 0 | Other securities | — | — | $52K | 0.8% | |
| American United Life Insurance Company AmCent One Choice 2065 R6 (1) | Other securities | — | — | $45K | 0.7% | |
| American United Life Insurance Company AmCent One Choice 2025 R6 (1) | Other securities | — | — | $37K | 0.6% | |
| American United Life Insurance Company AmCent One Choice 2030 R6 (1) | Other securities | — | — | $33K | 0.5% | |
| American United Life Insurance Company Jan Hen Global Equity Income N (1) | Other securities | — | — | $16K | 0.3% | |
| American United Life Insurance Company AmCent One Choice IN Retire R6 (1) | Other securities | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | 62-1532536 | — | AUDITOR | $28K | — |
