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 | $1K | — |
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 | — | — | $9.0M | 97.7% | |
| Nuveen Lifecycle Index 2040 Fund | Other securities | — | — | $1.1M | 12.0% | |
| Nuveen Lifecycle Index 2030 Fund | Other securities | — | — | $1.1M | 11.7% | |
| Nuveen Lifecycle Index 2050 Fund | Other securities | — | — | $1.1M | 11.7% | |
| Nuveen Large Cap Responsible Equity Fund | Other securities | — | — | $798K | 8.6% | |
| Fidelity 500 Index Fund | Other securities | — | — | $695K | 7.5% | |
| Nuveen Lifecycle Index 2055 Fund | Other securities | — | — | $671K | 7.3% | |
| Nuveen Lifecycle Index 2045 Fund | Other securities | — | — | $591K | 6.4% | |
| Nuveen Lifecycle Index 2035 Fund | Other securities | — | — | $504K | 5.5% | |
| NUVEEN INTL EQ IDX R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $438K | 4.7% | |
| Nuveen International Equity Index Fund | Other securities | — | — | $438K | 4.7% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $368K | 4.0% | |
| Nuveen Lifecycle Index 2025 Fund | Other securities | — | — | $252K | 2.7% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $216K | 2.3% | |
| Nuveen Lifecycle Index 2060 Fund | Other securities | — | — | $205K | 2.2% | |
| Nuveen Lifecycle Index 2020 Fund | Other securities | — | — | $198K | 2.2% | |
| Hartford Total Return Bond Fund | Other securities | — | — | $182K | 2.0% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $134K | 1.4% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | Other securities | — | — | $134K | 1.4% | |
| Vanguard Explorer Fund | Other securities | — | — | $116K | 1.3% | |
| JPMorgan Global Bond Opportunities Fund | Other securities | — | — | $116K | 1.3% | |
| PARTICIPANTS LOANS 4.25% TO 4.25% 0 | Bonds / Notes | — | — | $110K | 1.2% | |
| American United Life Insurance Company AUL Stable Value Account | Other securities | — | — | $96K | 1.0% | |
| Nuveen Lifecycle Index 2065 Fund | Other securities | — | — | $96K | 1.0% | |
| American Funds American Funds New Perspective Fund | Other securities | — | — | $62K | 0.7% | |
| American Funds American Funds American Balanced Fund | Other securities | — | — | $49K | 0.5% | |
| American Funds American Funds SMALLCAP World Fund | Other securities | — | — | $25K | 0.3% | |
| Neuberger Berman Neuberger Berman Large Cap Value Fund | Other securities | — | — | $15K | 0.2% | |
| PGIM Investments PGIM High Yield Fund | Other securities | — | — | $12K | 0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund | Common Stock | — | — | $5K | <0.1% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
