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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR RIGGS & INGRAM LLC | 72-1396621 | — | NONE | $9K | — |
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 | — | — | $6.9M | 81.9% | |
| Investment in American United Life Fixed Annuity Contract | Other securities | — | — | $1.4M | 16.4% | |
| Nuveen Lifecycle Idx 2040 I Mutual Fund | Other securities | — | — | $1.1M | 13.3% | |
| Vanguard 500 Index Adm Mutual Fund | Other securities | — | — | $965K | 11.5% | |
| Nuveen Lifecycle Idx 2030 I Mutual Fund | Other securities | — | — | $654K | 7.8% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Other securities | — | — | $458K | 5.4% | |
| Nuveen Lifecycle Idx 2035 I Mutual Fund | Other securities | — | — | $454K | 5.4% | |
| Nuveen Lifecycle Idx 2050 I Mutual Fund | Other securities | — | — | $449K | 5.3% | |
| Nuveen Lifecycle Idx 2045 I Mutual Fund | Other securities | — | — | $384K | 4.6% | |
| Vanguard Dev Mkts Idx Adm Mutual Fund | Other securities | — | — | $361K | 4.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | Other securities | — | — | $356K | 4.2% | |
| VICTORY VIC PIONEER EQUITY INCOME R6 MUTUAL FUND SHARES 0 | Common Stock | — | — | $264K | 3.1% | |
| Nuveen Lifecycle Idx 2020 I Mutual Fund | Other securities | — | — | $252K | 3.0% | |
| Vanguard US Growth Adm Mutual Fund | Other securities | — | — | $243K | 2.9% | |
| Amercent Midcap Val R6 Mutual Fund | Other securities | — | — | $177K | 2.1% | |
| Interest rates ranging from * Notes receivable from participants 4.25%-9.50% | Bonds / Notes | — | — | $148K | 1.8% | |
| Dfa Real Estate Securities I Mutual Fund | Other securities | — | — | $141K | 1.7% | |
| Nuveen Lifecycle Idx 2025 I Mutual Fund | Other securities | — | — | $110K | 1.3% | |
| Vanguard Int-Term Bond Idx Adm Mutual Fund | Other securities | — | — | $106K | 1.3% | |
| Nuveen Lifecycle Idx 2060 I Mutual Fund | Other securities | — | — | $88K | 1.0% | |
| VICTORY VIC PIONEER SEL MIDCAP GWTH R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $78K | 0.9% | |
| Jan Hen Small Cap Val N Mutual Fund | Other securities | — | — | $55K | 0.7% | |
| Nuveen Lifecycle Idx 2055 I Mutual Fund | Other securities | — | — | $39K | 0.5% | |
| Blackrock Mid-Cap Gro Equity K Mutual Fund | Other securities | — | — | $38K | 0.4% | |
| Blackrock Total Return K Mutual Fund | Other securities | — | — | $29K | 0.3% | |
| Dfa Emerging Markets I Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| Amerfds Cap World Grth&Inc R6 Mutual Fund | Common Stock | — | — | $22K | 0.3% | |
| Nuveen Lifecycle Idx 2065 I Mutual Fund | Other securities | — | — | $16K | 0.2% | |
| Jan Hen Triton N Mutual Fund | Other securities | — | — | $11K | 0.1% | |
| Vanguard High-Yield Corp Adm Mutual Fund | Common Stock | — | — | $3K | <0.1% | |
| Vic Pioneer Equity Income R6 Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| PIMCO REAL RETURN INSTL MUTUAL FUND SHARES 0 | Other securities | — | — | $3K | <0.1% | |
| Amerfds Europac Grth R6 Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
