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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GR WEALTH ADVS | 47-5476782 | — | NONE | $0 | — |
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 | — | — | $22.6M | 97.9% | |
| Vanguard Target Retirement 2030 Pooled Separate Account NR | Other securities | — | — | $2.9M | 12.8% | |
| Vanguard Target Retirement 2040 Pooled Separate Account NR | Other securities | — | — | $2.5M | 10.7% | |
| Fidelity 500 Index Pooled Separate Account NR | Other securities | — | — | $2.0M | 8.6% | |
| Vanguard Target Retirement 2045 Pooled Separate Account NR | Other securities | — | — | $1.9M | 8.2% | |
| Vanguard Target Retirement 2035 Pooled Separate Account NR | Other securities | — | — | $1.9M | 8.1% | |
| Vanguard Target Retirement 2055 Pooled Separate Account NR | Other securities | — | — | $1.6M | 7.0% | |
| American Funds Growth Fund of America Pooled Separate Account NR | Other securities | — | — | $1.4M | 5.9% | |
| Vanguard Target Retirement 2050 Pooled Separate Account NR | Other securities | — | — | $1.1M | 4.7% | |
| Vanguard Target Retirement 2025 Pooled Separate Account NR | Other securities | — | — | $1.1M | 4.6% | |
| Fidelity Mid Cap Index Pooled Separate Account NR | Other securities | — | — | $776K | 3.4% | |
| Vanguard Target Retirement 2060 Pooled Separate Account NR | Other securities | — | — | $612K | 2.7% | |
| Fidelity Small Cap Index Pooled Separate Account NR | Other securities | — | — | $511K | 2.2% | |
| Franklin Equity Income Fund Pooled Separate Account NR | Other securities | — | — | $480K | 2.1% | |
| JPMorgan Mid Cap Growth Pooled Separate Account NR | Other securities | — | — | $468K | 2.0% | |
| Invesco Developing Markets Pooled Separate Account NR | Other securities | — | — | $438K | 1.9% | |
| DFA Global Allocation 60/40 Pooled Separate Account NR | Other securities | — | — | $426K | 1.8% | |
| American Century Mid Cap Value Pooled Separate Account NR | Other securities | — | — | $385K | 1.7% | |
| JPMorgan Small Cap Growth Pooled Separate Account NR | Other securities | — | — | $363K | 1.6% | |
| PGIM High Yield Pooled Separate Account NR | Other securities | — | — | $319K | 1.4% | |
| Vanguard Target Retirement 2020 Pooled Separate Account NR | Other securities | — | — | $305K | 1.3% | |
| American Century Small Cap Value Fund Pooled Separate Account NR | Other securities | — | — | $239K | 1.0% | |
| Various, bearing interest from * Participant loans 4.25% to 10.50% - | Bonds / Notes | — | — | $231K | 1.0% | |
| PGIM Total Return Bond Pooled Separate Account NR | Other securities | — | — | $210K | 0.9% | |
| Vanguard Target Retirement Income Pooled Separate Account NR | Other securities | — | — | $180K | 0.8% | |
| American Funds American Balanced Pooled Separate Account NR | Other securities | — | — | $163K | 0.7% | |
| AUL Stable Value Account Guaranteed Interest Account NR | Other securities | — | — | $145K | 0.6% | |
| Fidelity International Index Pooled Separate Account NR | Other securities | — | — | $132K | 0.6% | |
| American Funds Capital World Bond Pooled Separate Account NR | Other securities | — | — | $108K | 0.5% | |
| Vanguard Target Retirement 2065 Pooled Separate Account NR | Other securities | — | — | $104K | 0.5% | |
| Vanguard Developed Markets Index Pooled Separate Account NR | Other securities | — | — | $95K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
