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 | $275 | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $50 | — |
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 | — | — | $27.0M | 97.1% | |
| Nuveen, LLC Nuveen Lifecycle Index 2035 R6 N/A | Other securities | — | — | $6.4M | 23.2% | |
| Nuveen, LLC Nuveen Lifecycle Index 2040 R6 N/A | Other securities | — | — | $4.6M | 16.7% | |
| Nuveen, LLC Nuveen Lifecycle Index 2030 R6 N/A | Other securities | — | — | $2.6M | 9.5% | |
| Nuveen, LLC Nuveen Lifecycle Index 2045 R6 N/A | Other securities | — | — | $2.1M | 7.5% | |
| Nuveen, LLC Nuveen Lifecycle 2030 R6 N/A | Other securities | — | — | $1.3M | 4.8% | |
| Nuveen, LLC Nuveen Lg Cap Growth Index R6 N/A | Other securities | — | — | $1.2M | 4.4% | |
| Nuveen, LLC Nuveen Lifecycle Index 2020 R6 N/A | Other securities | — | — | $1.1M | 4.0% | |
| Nuveen, LLC Nuveen Lifecycle Index 2050 R6 N/A | Other securities | — | — | $971K | 3.5% | |
| VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0 | Common Stock | — | — | $680K | 2.4% | |
| Nuveen, LLC Nuveen Lifecycle Index 2055 R6 N/A | Other securities | — | — | $661K | 2.4% | |
| Fixed investment options * American United Life Insurance Co. AUL Fixed Account N/A | Common Stock | — | — | $640K | 2.3% | |
| Nuveen, LLC Nuveen Lifecycle 2040 R6 N/A | Other securities | — | — | $605K | 2.2% | |
| Nuveen, LLC Nuveen Lifecycle Index 2025 R6 N/A | Other securities | — | — | $550K | 2.0% | |
| American Funds Amerfds New Perspective R6 N/A | Other securities | — | — | $525K | 1.9% | |
| Janus Henderson Jan Hen Triton N N/A | Other securities | — | — | $418K | 1.5% | |
| The Vanguard Group Inc. Vanguard Mid Cap Index Adm N/A | Common Stock | — | — | $373K | 1.3% | |
| Nuveen, LLC Nuveen Lifecycle Index 2015 R6 N/A | Other securities | — | — | $328K | 1.2% | |
| JPMorgan Large Cap Growth R6 N/A | Other securities | — | — | $325K | 1.2% | |
| Nuveen, LLC Nuveen Lg Cap Value Index R6 N/A | Other securities | — | — | $314K | 1.1% | |
| VANGUARD INT-TERM BOND IDX ADM MUTUAL FUND SHARES 0 | Common Stock | — | — | $314K | 1.1% | |
| Nuveen, LLC Nuveen Lifecycle Index 2060 R6 N/A | Other securities | — | — | $302K | 1.1% | |
| The Vanguard Group Inc. Vanguard Mid Cap Growth Inv N/A | Common Stock | — | — | $206K | 0.7% | |
| The Vanguard Group Inc. Vanguard Small Cap Index Adm N/A | Common Stock | — | — | $158K | 0.6% | |
| Goldman Sachs Asset Mgmt Goldman Sachs US Equity Ins R6 N/A | Other securities | — | — | $141K | 0.5% | |
| American Funds Amerfds Europac Growth R6 N/A | Other securities | — | — | $133K | 0.5% | |
| American United Life Insurance Co. AUL Stable Value Account N/A | Common Stock | — | — | $100K | 0.4% | |
| DFA Real Estate Securities I N/A | Other securities | — | — | $93K | 0.3% | |
| American Funds Amerfds Washington Mutual R6 N/A | Other securities | — | — | $78K | 0.3% | |
| Nuveen, LLC Nuveen Lifecycle 2035 R6 N/A | Other securities | — | — | $69K | 0.2% | |
| Goldman Sachs Asset Mgmt Goldman Sachs Int Equity Ins R6 N/A | Other securities | — | — | $61K | 0.2% | |
| party collateral, par or maturity value (d) Cost (e) Current value AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $57K | 0.2% | |
| Nuveen, LLC Nuveen Lifecycle 2050 R6 N/A | Other securities | — | — | $52K | 0.2% | |
| Nuveen, LLC Nuveen Lifecycle 2045 R6 N/A | Other securities | — | — | $39K | 0.1% | |
| DFA US Targeted Value I N/A | Other securities | — | — | $30K | 0.1% | |
| The Vanguard Group Inc. Vanguard Dev Mkts Index Adm N/A | Common Stock | — | — | $23K | <0.1% | |
| Nuveen, LLC Nuveen Lifecycle Index 2065 R6 N/A | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
