Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KOVACK SECURITIES, INC. | — | FORT LAUDERDALE, FL | INVESTMENT ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| Ptnm Lgcap Val Y Mutual Fund | Other securities | — | — | $754K | 9.6% | |
| PUTNAM LARGE CAP VALUE Y NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $754K | 9.6% | |
| VNGRD TRGT RTRMT 2025 INV NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $639K | 8.2% | |
| FED HRMS GOV OBLGTNS PRMR NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $530K | 6.8% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund | Other securities | — | — | $526K | 6.7% | |
| AMFDS AM BAL R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $475K | 6.1% | |
| Amfds Ins Fd Am R6 Mutual Fund | Other securities | — | — | $375K | 4.8% | |
| AMFDS NEW PRSPCT R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $375K | 4.8% | |
| VNGRD TRGT RTRMT 2050 INV NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $346K | 4.4% | |
| TROWEPR HLTH SCNC NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $329K | 4.2% | |
| PIMCO TTL RTN INST NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $316K | 4.0% | |
| Trowepr New Hrizns Mutual Fund | Other securities | — | — | $299K | 3.8% | |
| T. ROWE PRICE NEW HORIZONS FUND INC NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $299K | 3.8% | |
| MFS GR R4 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $294K | 3.8% | |
| VNGRD TRGT RTRMT 2035 INV NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $292K | 3.7% | |
| VNGRD TRGT RTRMT 2020 INV NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $268K | 3.4% | |
| BLKRK MDCAP DIVD INS NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $218K | 2.8% | |
| VNGRD TRGT RTRMT 2045 INV NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $175K | 2.2% | |
| WLMBLR EMRG MKT LDRS I NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $169K | 2.2% | |
| NW MDCAP MKT INDX R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $158K | 2.0% | |
| AMFDS GR INC R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $158K | 2.0% | |
| DFA REALEST SEC NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $156K | 2.0% | |
| JPM LGCAP GR R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $152K | 1.9% | |
| AS GOVT SEC INST NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $120K | 1.5% | |
| VNGRD TRGT RTRMT INC NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $117K | 1.5% | |
| PRNCPL HI YLD INST NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $117K | 1.5% | |
| VNGRD DIVD GR INV NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $113K | 1.4% | |
| GDMNSCS TECH OPPR INST NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $110K | 1.4% | |
| VNGRD TRGT RTRMT 2030 INV NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $107K | 1.4% | |
| PTNM SMCAP GR Y NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $107K | 1.4% | |
| LOOMIS GLBL BD INST NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $106K | 1.4% | |
| SELF DIRECTED BROKERAGE ACCOUNT NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $98K | 1.3% | |
| GDMNSCS GOVT INC INST NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $93K | 1.2% | |
| VNGRD TRGT RTRMT 2040 INV NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $90K | 1.2% | |
| VNGRD 500 INDEX FD AS NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $87K | 1.1% | |
| VNGRD TRGT RTRMT 2055 INV NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $62K | 0.8% | |
| Fixed Contract | Other securities | — | — | $42K | 0.5% | |
| Invesco Energy R5 Mutual Fund | Mutual Funds | — | — | $39K | 0.5% | |
| INVSCO ENRGY R5 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $39K | 0.5% | |
| MACQUARIE SCIENCE AND TECH FND - CL NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $35K | 0.4% | |
| DODGE & COX STOCK FUND - CLASS X NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $32K | 0.4% | |
| VNGRD SMCAP VAL INDX ADML NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $27K | 0.3% | |
| AMFDS INC FD AM R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $27K | 0.3% | |
| PIMCO DIVRS INC INST NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| NW INV DEST MOD R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $21K | 0.3% | |
| LRDABT SHRT DUR INC I NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| PIMCO REAL RTN INST NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| FIDADV NEW INSGHTS I NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| MFS GLBL GR R4 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| VANGUARD(R) WELLESLEY(R) INCOME FUN NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
