Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | INVESTMENT-MANAGEMENT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, TX | FINANCIAL ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Equity and Income Fund A | Other securities | — | — | $4.2M | 18.4% | |
| Nationwide Life Insurance Company Indexed Fixed Contract | Other securities | — | — | $3.3M | 14.7% | |
| JPMorgan US Treasury Plus | U.S. Treasuries | — | — | $2.5M | 11.1% | |
| Janus Henderson Forty Fund Class T | Other securities | — | — | $1.5M | 6.7% | |
| Baron Partners Retail | Other securities | — | — | $1.4M | 6.2% | |
| Nationwide S&P 500 Index Fund; Svc | Other securities | — | — | $1.3M | 5.8% | |
| American Funds American Funds Growth Fund of America R3 | Other securities | — | — | $959K | 4.2% | |
| Invesco Value Opportunity A | Other securities | — | — | $804K | 3.5% | |
| BNY Mellon BNY Mellon Appreciation Investor | Other securities | — | — | $764K | 3.4% | |
| Nationwide Investor Destinations Moderately Conservative Fund; Svc | Other securities | — | — | $634K | 2.8% | |
| Nationwide Investor Destinations Aggressive Fund; Svc | Other securities | — | — | $617K | 2.7% | |
| Nationwide Investor Destinations Moderate Fund; Svc | Other securities | — | — | $582K | 2.6% | |
| Fidelity Advisor Equity Income A | Other securities | — | — | $545K | 2.4% | |
| Thornburg International Value I | Other securities | — | — | $519K | 2.3% | |
| Participant loans Interest rates ranging from 4.25% to 9.50%, varying maturity dates | Bonds / Notes | — | — | $482K | 2.1% | |
| Nationwide Investor Destinations Moderately Aggressive Fund; Svc | Other securities | — | — | $426K | 1.9% | |
| Baron Small Cap Retail | Other securities | — | — | $361K | 1.6% | |
| Goldman Sachs Goldman Sachs Mid Cap Value A | Other securities | — | — | $355K | 1.6% | |
| Hotchkis & Wiley Hotchkis & Wiley Large Cap Value A | Other securities | — | — | $308K | 1.4% | |
| Federated Bond F | Other securities | — | — | $237K | 1.0% | |
| Davis NY Venture A | Other securities | — | — | $202K | 0.9% | |
| Nationwide Investor Destinations Conservative Fund; Svc | Other securities | — | — | $109K | 0.5% | |
| Invesco Discovery Mid Cap Growth Fund A | Other securities | — | — | $88K | 0.4% | |
| DWS High Income Fund - Class A | Other securities | — | — | $87K | 0.4% | |
| Invesco Developing Markets Fund Class A | Other securities | — | — | $81K | 0.4% | |
| Rydex NASDAQ-100® Fund Class H | Other securities | — | — | $68K | 0.3% | |
| Ivy Macquarie Asset Strategy Fund Cl Y | Other securities | — | — | $60K | 0.3% | |
| AllianceBernstein AB Large Cap Growth Fund Class I | Other securities | — | — | $45K | 0.2% | |
| Vanguard Value Index Adml | Other securities | — | — | $31K | 0.1% | |
| Invesco International Bond Fund Class A | Other securities | — | — | $23K | 0.1% | |
| Nationwide Government Money Market Fund R6 | Cash / Money Market | — | — | $5K | <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 |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP | 76-0342548 | HOUSTON, TX | TPA | $23K | — |
