Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $2K | — |
| MATIONWIDE LIFE INSURANCE | — | COLUMBUS, OH | RECORDKEEPER | $451 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OASIC ADVISORY SERVICES, LLC | 46-5391363 | — | ADVISORS | $3K | — |
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Balanced Index Fund | — | — | — | $4.9M | 30.5% | |
| TIAA-CREF LifeCycle Index 2040 Inst | — | — | — | $2.0M | 12.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REA & ASSOCIATES, INC. | 34-1310124 | — | TPA | $18K | — |
| TIAA-CREF LifeCycle Index 2045 Inst | — | — | — | $1.6M | 9.9% |
| TIAA-CREF LifeCycle Index 2035 Inst | — | — | — | $1.4M | 9.0% |
| TIAA-CREF LifeCycle Index 2030 Inst | — | — | — | $683K | 4.3% |
| TIAA-CREF LifeCycle Index 2025 Inst | — | — | — | $603K | 3.8% |
| Fidelity 500 Index | — | — | — | $596K | 3.7% |
| TIAA-CREF LifeCycle Index 2060 Inst | — | — | — | $526K | 3.3% |
| Vanguard Wellesley Income Investors | — | — | — | $444K | 2.8% |
| Putnum Growth Opportunities Y | — | — | — | $443K | 2.8% |
| Participant Notes Receivable | — | — | — | $429K | 2.7% |
| Vanguard Total Stock Market Index Admiral | — | — | — | $387K | 2.4% |
| Vanguard Wellesley | — | — | — | $232K | 1.4% |
| TIAA-CREF LifeCycle Index 2055 Inst | — | — | — | $226K | 1.4% |
| Nationwide Financial Services, Inc. | — | — | — | $212K | 1.3% |
| Artisan International Value Inst | — | — | — | $149K | 0.9% |
| TIAA-CREF LifeCycle Index 2020 Inst | — | — | — | $125K | 0.8% |
| Brown Advisory Sustainable Growth Inst | — | — | — | $118K | 0.7% |
| BlackRock 80/20 Target Allocation Inst | — | — | — | $110K | 0.7% |
| Baird Core Plus Bond Inst | — | — | — | $106K | 0.7% |
| NW Geneva Small Capital Growth Inst Service | — | — | — | $105K | 0.7% |
| TIAA-CREF LifeCycle Index 2015 Inst | — | — | — | $86K | 0.5% |
| TIAA-CREF LifeCycle Index 2050 Inst | — | — | — | $82K | 0.5% |
| Vanguard Total International Stock Index Admiral | — | — | — | $76K | 0.5% |
| Victory Sycamore Established Value I | — | — | — | $70K | 0.4% |
| Principle Mid Cap R6 | — | — | — | $42K | 0.3% |
| Fidelity US Bond Index | — | — | — | $35K | 0.2% |
| DFA International Large Cap I | — | — | — | $28K | 0.2% |
| BEST OF AMERICA NATIONWIDE · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $26K | 0.2% |
| TIAA-CREF LifeCycle Index 2065 Inst | — | — | — | $24K | 0.1% |
| PIMCO International Bond USD-Hedged Inst | — | — | — | $20K | 0.1% |
| American Funds New World R6 | — | — | — | $19K | 0.1% |
| Impax Sustainable Allocation Inst | — | — | — | $10K | <0.1% |
| Vanguard GNMA Admiral | — | — | — | $9K | <0.1% |
| Federated Hermes Government Obligations Premier | — | — | — | $5K | <0.1% |
| TIAA-CREF LifeCycle Index 2010 Inst | — | — | — | $2K | <0.1% |
| Fidelity Inflation-Protected Bond Index | — | — | — | $750 | <0.1% |
| Vanguard Total International Bond Index Admirial | — | — | — | $673 | <0.1% |
| BlackRock Strategic Opportunity I | — | — | — | $135 | <0.1% |
| Calvert International Equity I | — | — | — | $86 | <0.1% |
| TIAA-CREF LifeCycle Index Return Inc. | — | — | — | $20 | <0.1% |
