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 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $266 | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $153 | — |
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 II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.2M | 90.7% | |
| American United Life Insurance Hartford Intl Opp R6 (i) | Other securities | — | — | $521K | 11.2% | |
| American United Life Insurance Pioneer Fndamental Grth K (i) | Other securities | — | — | $440K | 9.4% | |
| American United Life Insurance MFS Core Equity R6 (i) | Other securities | — | — | $435K | 9.3% | |
| American United Life Insurance Goldmansachs Money Mkt Gvt R6 (i) 123 * American United Life Insurance MFS Val R6 (i) | Cash / Money Market | — | — | $432K | 9.3% | |
| American United Life Insurance Fidelity Adv Total Bond Z (i) | Other securities | — | — | $431K | 9.2% | |
| American United Life Insurance AUL Stable Value Account (i) | Other securities | — | — | $425K | 9.1% | |
| American United Life Insurance Amerfds Bond FD Of America R6 (i) | Other securities | — | — | $315K | 6.7% | |
| American United Life Insurance Columbia Overseas Value I3 (i) | Other securities | — | — | $264K | 5.6% | |
| American United Life Insurance Amerfds New World R6 (i) | Other securities | — | — | $194K | 4.2% | |
| American United Life Insurance Amerfds American Balanced R6 (i) | Other securities | — | — | $179K | 3.8% | |
| American United Life Insurance Vanguard Int-Term Treasury Adm (i) | Other securities | — | — | $176K | 3.8% | |
| American United Life Insurance Hartford Midcap R6 (i) | Other securities | — | — | $134K | 2.9% | |
| American United Life Insurance Vanguard Lifestrat Inc Inv (i) 418 * American United Life Insurance Victory Sycam Establish Val R6 (i) | Common Stock | — | — | $131K | 2.8% | |
| American United Life Insurance Dws Rreef Real Estate Sec R6 (i) | Other securities | — | — | $126K | 2.7% | |
| American United Life Insurance Vanguard Commodity Strat Adm (i) | Other securities | — | — | $106K | 2.3% | |
| American United Life Insurance Vanguard Lifestrat Grth Inv (i) | Other securities | — | — | $83K | 1.8% | |
| American United Life Insurance Invesco Smcap Grth R6 (i) | Other securities | — | — | $70K | 1.5% | |
| American United Life Insurance Franklin Small Cap Value R6 (i) | Other securities | — | — | $67K | 1.4% | |
| American United Life Insurance Retirementtrack Mod 2045 R1 (i) | Other securities | — | — | $51K | 1.1% | |
| American United Life Insurance Retirementtrack Mod 2055 R1 (i) | Other securities | — | — | $44K | 1.0% | |
| American United Life Insurance Retirementtrack Mod 2035 R1 (i) | Other securities | — | — | $21K | 0.5% | |
| American United Life Insurance Retirementtrack Mod Ret R1 (i) | Other securities | — | — | $8K | 0.2% | |
| American United Life Insurance Clearbridge Mid Cap I (i) | Other securities | — | — | $3K | <0.1% | |
| American United Life Insurance Amerfds Cap World Grth&Inc R6 (i) | Common Stock | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | 43-0345811 | ST LOUIS, MO | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D STARK COMPANY | — | HOUSTON, TX | CONTRACT ADMIN | $994 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTURE CAPITAL | 62-1823351 | — | NONE | $6K | — |
