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 |
|---|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | RECORDKEEPER | $180 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | — | CHICAGO, IL | INVESTMENT ADVISOR | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IF/2035 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | $842K | 8.4% |
| S0/LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | $770K | 7.7% |
| AO/FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 |
Pooled Separate Account |
| $627K |
| 6.3% |
| IH/2045 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | $585K | 5.9% |
| IJ/2055 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110 | Pooled Separate Account | $558K | 5.6% |
| ID/2025 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | $494K | 5.0% |
| R0/TOTAL STOCK INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018 | Pooled Separate Account | $329K | 3.3% |
| AE/LARGE CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 047 | Pooled Separate Account | $295K | 3.0% |
| II/2050 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | $258K | 2.6% |
| CC/SMALL-MID CAP GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058 | Pooled Separate Account | $236K | 2.4% |
| HD/GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | $226K | 2.3% |
| P0/SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | $221K | 2.2% |
| AN/EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | $211K | 2.1% |
| H0/AGGRESSIVE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 008 | Pooled Separate Account | $206K | 2.1% |
| IG/2040 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | $174K | 1.7% |
| AI/MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | $173K | 1.7% |
| AL/SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | $152K | 1.5% |
| HB/FOREIGN LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 085 | Pooled Separate Account | $149K | 1.5% |
| AJ/MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | $131K | 1.3% |
| X0/BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | $130K | 1.3% |
| MB/LARGE CAP VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 075 | Pooled Separate Account | $107K | 1.1% |
| AB/MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 | Pooled Separate Account | $104K | 1.0% |
| W0/TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | $103K | 1.0% |
| GC/TIPS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 066 | Pooled Separate Account | $101K | 1.0% |
| M0/SMALL CAP BLEND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013 | Pooled Separate Account | $92K | 0.9% |
| IK/2060 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111 | Pooled Separate Account | $76K | 0.8% |
| HC/INTERMEDIATE TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086 | Pooled Separate Account | $74K | 0.7% |
| CB/HIGH YIELD BOND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 057 | Pooled Separate Account | $72K | 0.7% |
| IE/2030 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | $44K | 0.4% |
| IC/2020 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | $37K | 0.4% |
| HA/LARGE CAP BLEND ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 084 | Pooled Separate Account | $22K | 0.2% |
| IB/2015 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102 | Pooled Separate Account | $479 | <0.1% |
| IA/2010 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101 | Pooled Separate Account | $61 | <0.1% |
| IL/2065 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 129 | Pooled Separate Account | $0 | <0.1% |
| AP/SMALL CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 077 | Pooled Separate Account | $0 | <0.1% |
| SE/LARGE CAP DIVIDENDS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 070 | Pooled Separate Account | $0 | <0.1% |
| I0/INTERNATIONAL GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 009 | Pooled Separate Account | $0 | <0.1% |
| AK/REIT INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 053 | Pooled Separate Account | $0 | <0.1% |
| YM/INTERMEDIATE-TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 074 | Pooled Separate Account | $0 | <0.1% |
