This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | 91-1802259 | PORTLAND, OR | INVESTMENT ADVISORY | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SELF DIRECTED BROKERAGE ACCOUNT SCHWAB SELF DIRECTED BROKERAGE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $477K | 13.7% |
| NW INV DEST MOD AGGR R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $335K | 9.6% |
| NW S P 500 INDX SVC NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $263K | 7.5% |
| EV ATLNTA CAP SMID CAP A EATON VANCE · EIN 31-4156830 / PN 000 |
Pooled Separate Account |
| $258K |
| 7.4% |
| HEARTLAND VAL PLS INV HEARTLAND · EIN 31-4156830 / PN 000 | Pooled Separate Account | $198K | 5.7% |
| PUB-RDGWRTH LGCAP VAL EQ I VIRTUS · EIN 31-4156830 / PN 000 | Pooled Separate Account | $190K | 5.4% |
| NW DEST 2040 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $116K | 3.3% |
| AMFDS EUROPACFC GR R3 AMERICAN FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | $103K | 2.9% |
| NW DEST 2045 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $95K | 2.7% |
| PIMCO TTL RTN A PIMCO · EIN 31-4156830 / PN 000 | Pooled Separate Account | $84K | 2.4% |
| PUB-NW MDCAP MKT INDX A NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $78K | 2.2% |
| NW DEST 2050 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $78K | 2.2% |
| NW INV DEST MOD R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $78K | 2.2% |
| NW DEST 2055 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $76K | 2.2% |
| PRNCPL HI YLD A PRINCIPAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | $76K | 2.2% |
| JPM US EQ A JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | $44K | 1.3% |
| NW DEST 2030 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $41K | 1.2% |
| PRNCPL MDCAP A PRINCIPAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | $34K | 1.0% |
| PUB-SNTNL SM CO A TOUCHSTONE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $26K | 0.7% |
| NW INV DEST MOD CNSRV R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $25K | 0.7% |
| INVSCO EQ INC A INVESCO · EIN 31-4156830 / PN 000 | Pooled Separate Account | $23K | 0.6% |
| ALLSPR LGCAP GR A ALLSPRING · EIN 31-4156830 / PN 000 | Pooled Separate Account | $20K | 0.6% |
| PRUDNTL JNISN SM CO A PGIM · EIN 31-4156830 / PN 000 | Pooled Separate Account | $19K | 0.5% |
| OKMRK INTL I OAKMARK · EIN 31-4156830 / PN 000 | Pooled Separate Account | $16K | 0.5% |
| NW INV DEST CNSRV R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $14K | 0.4% |
| NW INV DEST AGGR R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $12K | 0.3% |
| NW DEST 2035 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $7K | 0.2% |
| PIONR STRAT INC A AMP · EIN 31-4156830 / PN 000 | Pooled Separate Account | $6K | 0.2% |
| NEUBER INTL SEL A NEUBERGER BERMAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | $6K | 0.2% |
| PARNASSUS MDCAP PARNASSUS · EIN 31-4156830 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| NW DEST RTRMT R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $4K | 0.1% |
| JPM COR BD A JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| PIMCO REAL RTN A PIMCO · EIN 31-4156830 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| NW LOOMIS ALLCAP GR A NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $835 | <0.1% |
| PUB-NW INTL INDX A NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $767 | <0.1% |
| PUB-AMBCN INTL EQ ADV AMERICAN BEACON · EIN 31-4156830 / PN 000 | Pooled Separate Account | $760 | <0.1% |
| GDMNSCS GQGPTNRINTLOPPR A GOLDMAN SACHS · EIN 31-4156830 / PN 000 | Pooled Separate Account | $749 | <0.1% |
| BNYMEL STRAT VAL A BNY MELLON · EIN 31-4156830 / PN 000 | Pooled Separate Account | $740 | <0.1% |
| NEUBER EMRG MKT EQ A NEUBERGER BERMAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | $721 | <0.1% |
| JPM LGCAP GR R3 JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | $712 | <0.1% |
| JPM EQ INC R3 JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | $636 | <0.1% |
| BLKRK MDCAP GR EQ INV A BLACKROCK · EIN 31-4156830 / PN 000 | Pooled Separate Account | $377 | <0.1% |
| WF SPEC MDCAP VAL A ALLSPRING · EIN 31-4156830 / PN 000 | Pooled Separate Account | $361 | <0.1% |
| DREY GLBL REALEST SEC A BNY MELLON · EIN 31-4156830 / PN 000 | Pooled Separate Account | $356 | <0.1% |
| PGIM JNISN SM CO R2 PGIM · EIN 31-4156830 / PN 000 | Pooled Separate Account | $189 | <0.1% |
| JPM SMCAP VAL R3 JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | $182 | <0.1% |
| LRDABT HI YLD R4 LORD ABBETT · EIN 31-4156830 / PN 000 | Pooled Separate Account | $90 | <0.1% |
| PGIM TTL RTN BD R2 PGIM · EIN 31-4156830 / PN 000 | Pooled Separate Account | $86 | <0.1% |
| PUB-NW BD INDX A NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | $85 | <0.1% |
| AMCENT INFL ADJ BD A AMERICAN CENTURY · EIN 31-4156830 / PN 000 | Pooled Separate Account | $85 | <0.1% |
