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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVSRS | 43-1451524 | — | NONE | $43K | — |
| LPL FINANCIAL LLC | 04-3046611 |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $16.6M | 95.5% | |
| Nuveen Lifecycle Idx 2040 J | Other securities | — | — | $2.4M | 14.1% | |
| Nuveen Lifecycle Idx 2035 J | Other securities | — | — | $2.4M | 14.0% | |
| Nuveen Lifecycle Idx 2045 J | Other securities | — | — | $1.8M | 10.3% | |
| Nuveen Lifecycle Idx 2055 J | Other securities | — | — | $1.6M | 9.4% | |
| Nuveen Lifecycle Idx 2050 J | Other securities | — | — | $1.6M | 9.2% | |
| Nuveen Lifecycle Idx 2030 J | Other securities | — | — | $1.4M | 7.9% | |
| Nuveen Lifecycle Idx 2060 J | Other securities | — | — | $1.3M | 7.7% | |
| Nuveen Lifecycle Idx 2025 J | Other securities | — | — | $926K | 5.3% | |
| Fidelity 500 Index | Other securities | — | — | $851K | 4.9% | |
| Notes receivable from participants | Other securities | — | — | $514K | 3.0% | |
| Nuveen Lifecycle Idx 2065 J | Other securities | — | — | $388K | 2.2% | |
| Nuveen Lifecycle Idx 2020 J | Other securities | — | — | $276K | 1.6% | |
| AUL Stable Value Account | Other securities | — | — | $273K | 1.6% | |
| Amerfds American Balanced R6 | Other securities | — | — | $195K | 1.1% | |
| Fidelity Blue Chip Growth K6 | Other securities | — | — | $154K | 0.9% | |
| Dfa US Small Cap Growth I | Other securities | — | — | $114K | 0.7% | |
| Amerfds New Perspective R6 | Other securities | — | — | $111K | 0.6% | |
| Vanguard Ftse Social Index Adm | Other securities | — | — | $101K | 0.6% | |
| Fidelity Large Cap Gro Idx | Other securities | — | — | $100K | 0.6% | |
| PIMCO Income Instl | Other securities | — | — | $99K | 0.6% | |
| Fidelity Midcap Idx | Other securities | — | — | $91K | 0.5% | |
| Nuveen Lifecycle Idx 2015 J | Other securities | — | — | $76K | 0.4% | |
| Victory Sycam Establish Val R6 | Other securities | — | — | $73K | 0.4% | |
| Putnam Large Cap Value R6 | Other securities | — | — | $68K | 0.4% | |
| PIMCO Rae US Small Instl | Other securities | — | — | $60K | 0.3% | |
| Vanguard Info Tech Idx Adm | Other securities | — | — | $53K | 0.3% | |
| Amerfds New World R6 | Other securities | — | — | $49K | 0.3% | |
| Fidelity Adv Total Bond Z | Other securities | — | — | $49K | 0.3% | |
| Putnam Global Health Care R6 | Other securities | — | — | $44K | 0.3% | |
| PIMCO Stckplus Intlusdhdg Inst | Other securities | — | — | $43K | 0.2% | |
| Cohen Steers Real Est Sec Z | Other securities | — | — | $20K | 0.1% | |
| Thornburg Ltd Term Inc R6 | Common Stock | — | — | $13K | <0.1% | |
| Nuveen Lifecycle Idx Ret Inc J | Common Stock | — | — | $5K | <0.1% | |
| Fidelity SM Cap Index | Other securities | — | — | $5K | <0.1% | |
| Fidelity Intl Index | Other securities | — | — | $4K | <0.1% | |
| Jan Hen Enterprise N | Other securities | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Idx 2010 J | Other securities | — | — | $807 | <0.1% | |
| PIMCO Intl Bond Usd Hdg Instl | Other securities | — | — | $380 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
