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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSO INC | 59-1237041 | — | NONE | $58K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $29.1M | 97.0% | |
| s *American United Life Insurance Co. Clearbridge Appreciation IS | Pooled Separate Accounts | — | — | $10.4M | 34.7% | |
| American United Life Insurance Co. Vic Pioneer Bond R6 | Common Stock | — | — | $3.2M | 10.6% | |
| American United Life Insurance Co. Mfs Mid Cap Growth R6 | Common Stock | — | — | $3.1M | 10.2% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2025 R | Common Stock | — | — | $2.8M | 9.2% | |
| American United Life Insurance Co. Dfa Intl Core Equity I | Common Stock | — | — | $2.3M | 7.8% | |
| American United Life Insurance Co. Invesco Smcap Grth R6 | Common Stock | — | — | $1.7M | 5.8% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2040 R | Common Stock | — | — | $1.7M | 5.7% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2050 R | Common Stock | — | — | $950K | 3.2% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2035 R | Common Stock | — | — | $595K | 2.0% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2045 R | Common Stock | — | — | $557K | 1.9% | |
| Notes Receivable from Participants *Participants Notes receivable with interest rates of 5.25% to 10.25% | Bonds / Notes | — | — | $506K | 1.7% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2055 R | Common Stock | — | — | $421K | 1.4% | |
| Stable Value Account *American United Life Insurance Co. AUL Stable Value Account | Common Stock | — | — | $405K | 1.4% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx Inc R6 | Common Stock | — | — | $305K | 1.0% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2030 R | Common Stock | — | — | $267K | 0.9% | |
| American United Life Insurance Co. Thornburg Ltd Term Inc R6 | Common Stock | — | — | $264K | 0.9% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2060 R | Common Stock | — | — | $202K | 0.7% | |
| American United Life Insurance Co. Vanguard 500 Index Adm | Common Stock | — | — | $112K | 0.4% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2020 R | Common Stock | — | — | $107K | 0.4% | |
| American United Life Insurance Co. Vanguard Mid Cap Index Adm | Common Stock | — | — | $42K | 0.1% | |
| American United Life Insurance Co. Vanguard Dev Mkts Inx Adm | Common Stock | — | — | $25K | <0.1% | |
| American United Life Insurance Co. TIAA-CREF Lifecycle Idx 2065 R | Common Stock | — | — | $23K | <0.1% | |
| American United Life Insurance Co. Mfs Mid Cap Value R6 | Common Stock | — | — | $19K | <0.1% | |
| American United Life Insurance Co. Vanguard Smcap Grth Idx Adm | Common Stock | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
