Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 44-0246815 | COLUMBUS, OH | NONE | $32K | — |
| NATIONWIDE | 44-0246815 | COLUMBUS, OH | NONE | $905 | — |
| NATIONWIDE RETIREMENT PLANS | 44-0246815 | COLUMBUS, OH | NONE | $507 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VNGRD TTL STMKT INDX FD AS MUTUAL FUNDS | Other securities | — | — | $1.5M | 15.4% | |
| TROWEPR RTRMT 2050 MUTUAL FUNDS | Other securities | — | — | $1.0M | 10.3% | |
| TROWEPR RTRMT 2040 MUTUAL FUNDS | Other securities | — | — | $899K | 9.0% | |
| TROWEPR RTRMT 2025 MUTUAL FUNDS | Other securities | — | — | $659K | 6.6% | |
| TROWEPR RTRMT 2030 MUTUAL FUNDS | Other securities | — | — | $641K | 6.4% | |
| TROWEPR GR STK MUTUAL FUNDS | Other securities | — | — | $608K | 6.1% | |
| TROWEPR RTRMT 2060 MUTUAL FUNDS | Other securities | — | — | $427K | 4.3% | |
| TROWEPR RTRMT 2035 MUTUAL FUNDS | Other securities | — | — | $375K | 3.7% | |
| TROWEPR RTRMT 2045 MUTUAL FUNDS | Other securities | — | — | $369K | 3.7% | |
| JPM COR BD R6 MUTUAL FUNDS | Other securities | — | — | $366K | 3.7% | |
| MFS RSRCH INTL R4 MUTUAL FUNDS | Other securities | — | — | $297K | 3.0% | |
| FID MDCAP VAL INDX MUTUAL FUNDS | Other securities | — | — | $293K | 2.9% | |
| TROWEPR RTRMT 2055 MUTUAL FUNDS | Other securities | — | — | $289K | 2.9% | |
| DFA US LGCAP VAL INST MUTUAL FUNDS | Other securities | — | — | $275K | 2.7% | |
| DFA US TRGT VAL INST MUTUAL FUNDS | Other securities | — | — | $204K | 2.0% | |
| HARTFORD MDCAP Y MUTUAL FUNDS | Other securities | — | — | $195K | 1.9% | |
| PGIM JNISN SM CO Z MUTUAL FUNDS | Common Stock | — | — | $188K | 1.9% | |
| TROWEPR RTRMT 2010 MUTUAL FUNDS 909 TROWEPR RTRMT 2015 MUTUAL FUNDS | Other securities | — | — | $174K | 1.7% | |
| DFA EMRG MKT MUTUAL FUNDS | Other securities | — | — | $149K | 1.5% | |
| NW FIXED SELECT OPTION UNALLOCATED INSURANCE CONTRACTS | Other securities | — | — | $145K | 1.4% | |
| VNGRD REALEST INDX ADML MUTUAL FUNDS | Other securities | — | — | $84K | 0.8% | |
| FID 500 INDX MUTUAL FUNDS | Other securities | — | — | $73K | 0.7% | |
| TROWEPR RTRMT 2020 MUTUAL FUNDS | Other securities | — | — | $69K | 0.7% | |
| FID US BD INDX MUTUAL FUNDS | Other securities | — | — | $46K | 0.5% | |
| NW LOOMIS ALLCAP GR R6 MUTUAL FUNDS | Other securities | — | — | $42K | 0.4% | |
| DODGECOX INTL STK CLASS I MUTUAL FUNDS | Other securities | — | — | $41K | 0.4% | |
| TROWEPR RTRMT 2065 MUTUAL FUNDS | Other securities | — | — | $41K | 0.4% | |
| FID INTL INDX MUTUAL FUNDS | Other securities | — | — | $40K | 0.4% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 9.75% - 10.50% MATURITY DATE 01/04/2030 | Bonds / Notes | — | — | $39K | 0.4% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUNDS | Other securities | — | — | $39K | 0.4% | |
| AVNTS US LGCAP VAL INST MUTUAL FUNDS | Other securities | — | — | $39K | 0.4% | |
| JPM LGCAP GR R6 MUTUAL FUNDS | Other securities | — | — | $36K | 0.4% | |
| JPM EQ INC R5 MUTUAL FUNDS | Common Stock | — | — | $33K | 0.3% | |
| PGIM TTL RTN BD R6 MUTUAL FUNDS | Other securities | — | — | $31K | 0.3% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CLASS K MUTUAL FUNDS | Other securities | — | — | $28K | 0.3% | |
| PRNCPL GLBL REALEST R6 MUTUAL FUNDS | Other securities | — | — | $22K | 0.2% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUNDS | Other securities | — | — | $20K | 0.2% | |
| MFS MDCAP GR R6 MUTUAL FUNDS | Other securities | — | — | $18K | 0.2% | |
| DIAMOND HILL MDCAP I MUTUAL FUNDS | Other securities | — | — | $17K | 0.2% | |
| PIMCO REAL RTN INST MUTUAL FUNDS | Other securities | — | — | $17K | 0.2% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO - INST MUTUAL FUNDS | Other securities | — | — | $17K | 0.2% | |
| BLKRK TTL RTN K MUTUAL FUNDS | Other securities | — | — | $17K | 0.2% | |
| TROWEPR RTRMT BAL MUTUAL FUNDS 195 AB GLBL BD I MUTUAL FUNDS | Other securities | — | — | $16K | 0.2% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUNDS | Other securities | — | — | $15K | 0.2% | |
| PIMCOCOMDYREALRTNSTRATINST MUTUAL FUNDS | Other securities | — | — | $12K | 0.1% | |
| AMBCN LGCAP VAL R5 MUTUAL FUNDS | Other securities | — | — | $11K | 0.1% | |
| VNGRD EXPLR ADML MUTUAL FUNDS | Other securities | — | — | $10K | <0.1% | |
| AVNTS US SMCAP VAL INST MUTUAL FUNDS | Other securities | — | — | $9K | <0.1% | |
| LEGAL & GENERAL COMMODITY STRAT FD INSTL MUTUAL FUNDS | Other securities | — | — | $8K | <0.1% | |
| TROWEPR RTRMT 2005 MUTUAL FUNDS | Other securities | — | — | $5K | <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 |
|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE COMMERCE TRUST COMPANY | 48-0962626 | KANSAS CITY, MO | NONE | $19K | — |
| MARINER, LLC | 20-4553256 | — | NONE | $6K | — |