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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SERVICES ADVISOR | 59-1531281 | — | NONE | $6K | — |
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 | — | — | $1.3M | 98.3% | |
| Blackrock Lifepath Idx 2030 K PSA | Other securities | — | — | $321K | 23.9% | |
| Blackrock Lifepath Idx 2055 K PSA | Other securities | — | — | $313K | 23.3% | |
| Blackrock Lifepath Idx 2035 K PSA | Other securities | — | — | $157K | 11.7% | |
| Blackrock Lifepath Idx Ret K PSA | Other securities | — | — | $143K | 10.7% | |
| Blackrock Lifepath Idx 2050 K PSA | Other securities | — | — | $103K | 7.6% | |
| Blackrock Lifepath Idx 2045 K PSA | Other securities | — | — | $89K | 6.6% | |
| Blackrock Lifepath Idx 2060 K PSA | Other securities | — | — | $69K | 5.2% | |
| Blackrock Lifepath Idx 2040 K PSA | Other securities | — | — | $45K | 3.4% | |
| Blackrock Lifepath Idx 2065 K PSA | Other securities | — | — | $24K | 1.8% | |
| ^ AUL Stable Value Account FBRIC | Other securities | — | — | $22K | 1.7% | |
| Ishares SP 500 Index K PSA | Other securities | — | — | $13K | 1.0% | |
| Invesco Disc Midcapgr R6 PSA | Other securities | — | — | $12K | 0.9% | |
| Ishares Russell2000 Smcp Idx K PSA | Other securities | — | — | $7K | 0.5% | |
| Clearbridge Intl Growth IS PSA | Other securities | — | — | $6K | 0.5% | |
| MFS Growth R6 PSA | Other securities | — | — | $6K | 0.4% | |
| MFS Total Return R6 PSA | Other securities | — | — | $6K | 0.4% | |
| JP Morgan Equity Income R6 PSA | Other securities | — | — | $5K | 0.3% | |
| Franklin Small Cap Value R6 PSA | Other securities | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
