Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | 62-1200951 | — | RECORDKEEPER | $28K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | — | RECORDKEEPER | $917 | — |
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $344 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $9.8M | 100.0% | |
| Putnam Large Cap Growth Fund | Mutual Funds | — | — | $1.6M | 16.1% | |
| Vanguard Windsor Fund | Mutual Funds | — | — | $1.3M | 12.8% | |
| DFA International Large Cap Growth Fund | Mutual Funds | — | — | $1.2M | 12.5% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $1.2M | 12.4% | |
| Principal Mid Cap Fund | Other securities | — | — | $690K | 7.1% | |
| JP Morgan US Large Cap Core Plus 210 *Nationwide Life Insurance Company Geneva Small Cap Growth Fund | Common Stocks | — | — | $665K | 6.8% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $521K | 5.3% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $452K | 4.6% | |
| BlackRock Strategic Income Opportunities Fund | Other securities | — | — | $404K | 4.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $393K | 4.0% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $352K | 3.6% | |
| Nationwide Life Insurance Company Nationwide Fixed Select Option | Common Stocks | — | — | $222K | 2.3% | |
| Federated Hermes Inst High Yield Bond Fund | Other securities | — | — | $173K | 1.8% | |
| PIMCO International Bond Fund (US Dollar-Hedged) | Mutual Funds | — | — | $137K | 1.4% | |
| State Street Global Advisors Balanced Index Fund | Common Collective Trusts | — | — | $97K | 1.0% | |
| Vanguard Wellesley Fund | Mutual Funds | — | — | $49K | 0.5% | |
| Brown Advisory Sustainable Growth Fund | Other securities | — | — | $40K | 0.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $36K | 0.4% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $25K | 0.3% | |
| Rydex Design Nasdaq-100 2x Strategy Fund | Other securities | — | — | $20K | 0.2% | |
| Fidelity Select Semiconductors Portfolio Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Vanguard Energy Index Fund | Common Collective Trusts | — | — | $16K | 0.2% | |
| Fidelity Advisor Energy Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Fidelity Select Construction and Housing Portfolio Fund | Mutual Funds | — | — | $15K | 0.2% | |
| Victory Sycamore Nasdaq 100 Index Fund | Common Collective Trusts | — | — | $15K | 0.1% | |
| AMG Managers Brandywine Blue Fund 576 Artisan International Value Fund | Other securities | — | — | $14K | 0.1% | |
| Fidelity Advisor Equity Growth Fund 212 Fidelity Advisor Technology Fund | Mutual Funds | — | — | $14K | 0.1% | |
| Federated Hermes Short-Intermediate Total Return Bond Fund | Other securities | — | — | $14K | 0.1% | |
| Fidelity Select Technology Fund | Mutual Funds | — | — | $13K | 0.1% | |
| Vanguard Info Tech Index Fund | Common Collective Trusts | — | — | $11K | 0.1% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $11K | 0.1% | |
| Invesco Small Cap Value Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Columbia Global Technology Growth Fund | Other securities | — | — | $9K | <0.1% | |
| Fidelity Select Brokerage and Investment Management Po | Mutual Funds | — | — | $9K | <0.1% | |
| Nationwide Life Insurance Company Bailard Technology & Science Fund 382 Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Nuveen Lifecycle Index 2035 Fund 949 Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Nuveen Lifecycle Index 2055 Fund 213 Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| AllianceBernstein Large Cap Growth Fund | Other securities | — | — | $2K | <0.1% | |
| Federated Hermes Government Obligations Fund | Other securities | — | — | $2K | <0.1% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $2K | <0.1% | |
| Allspring Disciplined U.S. Core Fund | Other securities | — | — | $2K | <0.1% | |
| Akre Focus Retail Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| SILVER OAK SECURITIES, INC. | 36-3194849 | — | INVESTMENT ADVISORY - PL | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FIDUCIARY | 99-9552241 | — | FIDUCIARY | $5K | — |
