| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | — | COLUMBUS, OH | NONE | $128K | — |
| BRINKER CAPITAL INVESTMENTS | — | OMAHA, NE | NONE | $84K | — |
| PENSION FINANCIAL SERVICES INC. | — | DULUTH, GA | NONE | $62K | — |
| INDEX CORE - PASSIVE THROUGH TARGET | — | SHAWNEE MISSION, KS | NONE | $17K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
