Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPING | $64K | — |
| AMERICAN UNITED LIFE INSURANCE CO. | 35-0145825 | — | NONE | $610 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Group Annuity Contract * Voya Retirement Insurance Voya Fixed Plus III Account N/A | Common Stock | — | — | $10.6M | 10.2% | |
| & Annuity Company Mutual Funds Nuveen Large Cap Value Index F N/A | Other securities | — | — | $10.5M | 10.1% | |
| JPMorgan Large Cap Growth R6 N/A | Other securities | — | — | $8.8M | 8.5% | |
| The Vanguard Group, Inc Vanguard 500 Index Fund Adm N/A | Common Stock | — | — | $7.8M | 7.6% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 N/A | Other securities | — | — | $7.0M | 6.7% | |
| The Vanguard Group, Inc Vanguard Small-Cap Index Fund Adm N/A | Common Stock | — | — | $6.8M | 6.6% | |
| DFA Global I N/A | Other securities | — | — | $5.3M | 5.1% | |
| American Funds American Funds American Balanced R6 N/A | Other securities | — | — | $5.3M | 5.1% | |
| JPMorgan US Equity R6 N/A | Other securities | — | — | $4.8M | 4.6% | |
| Nuveen Lifecycle Index 2050 Fund N/A | Other securities | — | — | $4.0M | 3.8% | |
| The Vanguard Group, Inc Vanguard Mid-Cap Index Fund Adm N/A | Common Stock | — | — | $3.3M | 3.2% | |
| BlackRock Health Sciences Opps N/A | Other securities | — | — | $3.3M | 3.2% | |
| American Century Investments American Century Midcap Value R6 N/A | Other securities | — | — | $3.0M | 2.9% | |
| Nuveen Lifecycle Index 2055 Fund N/A | Other securities | — | — | $3.0M | 2.9% | |
| Nuveen Lifecycle Index 2060 Fund N/A | Other securities | — | — | $2.7M | 2.6% | |
| Nuveen Lifecycle Index 2045 Fund N/A | Other securities | — | — | $2.2M | 2.1% | |
| Nuveen Lifecycle Index 2040 Fund N/A | Other securities | — | — | $2.1M | 2.0% | |
| Janus Capital Group, Inc Janus Henderson Flexible Bond Fund N N/A | Common Stock | — | — | $1.8M | 1.8% | |
| American Funds American Funds Europacific R6 N/A | Other securities | — | — | $1.8M | 1.8% | |
| Nuveen International Equity In N/A | Other securities | — | — | $1.6M | 1.6% | |
| Nuveen Lifecycle Index 2035 Fund N/A | Other securities | — | — | $1.2M | 1.2% | |
| Federated High Yield Ins N/A | Other securities | — | — | $980K | 0.9% | |
| American Funds American Funds New World R6 N/A | Other securities | — | — | $920K | 0.9% | |
| The Vanguard Group, Inc Vanguard Energy Index Admiral N/A | Common Stock | — | — | $826K | 0.8% | |
| American Funds American Funds Growth and Income R6 N/A | Other securities | — | — | $791K | 0.8% | |
| Nuveen Lifecycle Index 2030 Fund N/A | Other securities | — | — | $617K | 0.6% | |
| Nuveen Lifecycle Index 2025 Fund N/A | Other securities | — | — | $615K | 0.6% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $421K | 0.4% | |
| American Century Investments American Century Real Estate R6 N/A | Other securities | — | — | $335K | 0.3% | |
| s * American United Life Insurance Co. AUL Fixed Fund N/A | Guaranteed Income / GIC | — | — | $274K | 0.3% | |
| Nuveen Lifecycle Index 2020 Fund N/A | Other securities | — | — | $205K | 0.2% | |
| American Funds American Funds Capital World Bond Fund R6 N/A | Other securities | — | — | $201K | 0.2% | |
| Nuveen Lifecycle Index 2015 Fund N/A | Other securities | — | — | $163K | 0.2% | |
| Fidelity Investments Fidelity (VIP) Contrafund N/A | Pooled Separate Accounts | — | — | $112K | 0.1% | |
| American United Life Insurance Co. Alternate Fixed Fund N/A | Common Stock | — | — | $99K | <0.1% | |
| Nuveen Lifecycle Index Retirement N/A | Other securities | — | — | $80K | <0.1% | |
| Fidelity Investments Fidelity (VIP) Growth N/A | Other securities | — | — | $57K | <0.1% | |
| State Street Institutional Trust State Street Equity 500 Index N/A | Other securities | — | — | $55K | <0.1% | |
| Fred Alger & Company, Inc Alger Largecap Growth N/A | Common Stock | — | — | $47K | <0.1% | |
| Fidelity Investments Fidelity (VIP) Asset Manager N/A | Other securities | — | — | $39K | <0.1% | |
| Fidelity Investments Fidelity (VIP) Equity Income N/A | Other securities | — | — | $32K | <0.1% | |
| Nuveen Lifecycle Index 2010 Fund N/A | Other securities | — | — | $25K | <0.1% | |
| Fidelity Investments Fidelity (VIP) High Income N/A | Other securities | — | — | $21K | <0.1% | |
| Janus Capital Group, Inc. Jan Hen Balanced Port S N/A | Common Stock | — | — | $16K | <0.1% | |
| T Rowe Price TRowe Price Equity-Income Portfolio N/A | Other securities | — | — | $16K | <0.1% | |
| American Century Investments American Century VP Capital Appreciation N/A | Other securities | — | — | $11K | <0.1% | |
| Victory Pioneer Bond Y N/A | Other securities | — | — | $7K | <0.1% | |
| Janus Capital Group, Inc Janus Henderson Global Research N/A | Common Stock | — | — | $4K | <0.1% | |
| Fidelity Investments Fidelity (VIP) Overseas N/A | Other securities | — | — | $2K | <0.1% | |
| Victory Pioneer Equity Income Y N/A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-1862786 |
| — |
| ADVISOR |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | CONSULTING | $49K | — |
