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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $16K | — |
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 | — | — | $6.4M | 97.2% | |
| FIDELITY ADV FRDM BLND 2035 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $945K | 14.3% | |
| FIDELITY ADV FRDM BLND 2050 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $874K | 13.2% | |
| FIDELITY 500 INDEX MUTUAL FUND SHARES 0 | Other securities | — | — | $835K | 12.6% | |
| FIDELITY ADV FRDM BLND 2045 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $757K | 11.5% | |
| FIDELITY ADV FRDM BLND 2025 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $573K | 8.7% | |
| FIDELITY ADV FRDM BLND 2055 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $523K | 7.9% | |
| FIDELITY ADV FRDM BLND 2030 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $424K | 6.4% | |
| FIDELITY ADV FRDM BLND 2040 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $348K | 5.3% | |
| AMERICAN CENTURY AMERCENT SMCAP GROWTH R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $164K | 2.5% | |
| AMERICAN FUNDS AMERFDS NEW WORLD R6 MUTUAL FUND SHARES 0 678 * AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | Common Stock | — | — | $142K | 2.2% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $132K | 2.0% | |
| JANUS HENDERSON JAN HEN OVERSEAS N MUTUAL FUND SHARES 0 | Other securities | — | — | $124K | 1.9% | |
| FIDELITY ADV FRDM BLND 2015 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $104K | 1.6% | |
| AB LARGE CAP GROWTH Z MUTUAL FUND SHARES 0 | Other securities | — | — | $101K | 1.5% | |
| FIDELITY INTL INDEX MUTUAL FUND SHARES 0 | Other securities | — | — | $93K | 1.4% | |
| JANUS HENDERSON JAN HEN ENTERPRISE N MUTUAL FUND SHARES 0 | Other securities | — | — | $67K | 1.0% | |
| FIDELITY ADV FRDM BLND 2060 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $57K | 0.9% | |
| PRUDENTIAL PGIM TOTAL RETURN BOND R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $57K | 0.9% | |
| VICTORY SYCAM ESTABLISH VAL R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $48K | 0.7% | |
| PARTICIPANTS LOANS 4.5% TO 5.25% 0 | Bonds / Notes | — | — | $45K | 0.7% | |
| FIDELITY ADV FRDM BLND 2065 K6 MUTUAL FUND SHARES 0 | Other securities | — | — | $44K | 0.7% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 650 FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0 395 FIDELITY US BOND IDX MUTUAL FUND SHARES 0 | Other securities | — | — | $35K | 0.5% | |
| FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $34K | 0.5% | |
| AMERICAN FUNDS AMER FUNDS INTM BD FD AMER R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $30K | 0.5% | |
| JPMORGAN UNDSCVRDMGRS BEHAVIORAL VAL R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $24K | 0.4% | |
| BLACKROCK HIGH YIELD K MUTUAL FUND SHARES 0 | Other securities | — | — | $23K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
