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 | $84K | — |
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 |
|---|---|---|---|
| LARGE CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 047 | Pooled Separate Account | $10.8M | 15.6% |
| LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | $9.0M | 13.0% |
| SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 |
Pooled Separate Account |
| $8.0M |
| 11.6% |
| MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | $6.0M | 8.7% |
| 2055 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110 | Pooled Separate Account | $4.5M | 6.5% |
| LARGE CAP GROWTH ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 121 | Pooled Separate Account | $3.4M | 4.9% |
| 2035 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | $3.2M | 4.6% |
| 2025 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | $3.0M | 4.3% |
| 2045 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | $2.5M | 3.6% |
| BALANCED GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 044 | Pooled Separate Account | $2.4M | 3.5% |
| 2050 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | $1.8M | 2.5% |
| 2040 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | $1.2M | 1.7% |
| 2060 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111 | Pooled Separate Account | $1.2M | 1.7% |
| LARGE CAP BLEND ACCOUNT V SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 120 | Pooled Separate Account | $1.1M | 1.6% |
| BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | $694K | 1.0% |
| INTERNATIONAL LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 125 | Pooled Separate Account | $546K | 0.8% |
| MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 | Pooled Separate Account | $470K | 0.7% |
| SMALL CAP BLEND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013 | Pooled Separate Account | $394K | 0.6% |
| 2015 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102 | Pooled Separate Account | $358K | 0.5% |
| 2065 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 129 | Pooled Separate Account | $356K | 0.5% |
| MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | $276K | 0.4% |
| 2030 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | $273K | 0.4% |
| INTERMEDIATE TERM BOND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086 | Pooled Separate Account | $225K | 0.3% |
| 2020 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | $166K | 0.2% |
| 2010 TARGET RETIREMENT ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101 | Pooled Separate Account | $161K | 0.2% |
| TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | $153K | 0.2% |
| FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | $135K | 0.2% |
| EQUITY GROWTH & INCOME II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 049 | Pooled Separate Account | $134K | 0.2% |
| SMALL-MID CAP GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058 | Pooled Separate Account | $60K | <0.1% |
| INTERNATIONAL LARGE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 119 | Pooled Separate Account | $47K | <0.1% |
| HIGH-YIELD BOND ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 126 | Pooled Separate Account | $33K | <0.1% |
| INTERNATIONAL LARGE VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 118 | Pooled Separate Account | $31K | <0.1% |
| SMALL CAP VALUE ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 130 | Pooled Separate Account | $26K | <0.1% |
| EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | $25K | <0.1% |
| GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | $18K | <0.1% |
| EMERGING MARKETS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 127 | Pooled Separate Account | $11K | <0.1% |
| TIPS ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 122 | Pooled Separate Account | $3K | <0.1% |
