Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | — | INVESTMENT ADVISOR | $34K | — |
| CONCURRENT INVESTMENT ADVISORS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Fixed Select Accounts | Other securities | — | — | $816K | 8.6% | |
| Fidelity 500 Index Fund | Other securities | — | — | $687K | 7.2% | |
| Glenmede Quant Glenmede US Large Cap Gr Eq Instl 979 * Goldman Sachs GQG Partners International Opportunities Fund R6 | Other securities | — | — | $424K | 4.5% | |
| Dodge & Cox Dodge & Cox Institutional Stock I | Other securities | — | — | $417K | 4.4% | |
| Fidelity International Index Fund | Other securities | — | — | $408K | 4.3% | |
| Nationwide Loomis All Cap Growth Fund | Other securities | — | — | $406K | 4.3% | |
| American Funds 2050 Target Date Retirement Fund R6 | Other securities | — | — | $398K | 4.2% | |
| Vanguard Wellesley Income Fund Admiral | Other securities | — | — | $372K | 3.9% | |
| Avantis US Large Cap Value | Other securities | — | — | $362K | 3.8% | |
| JP Morgan Equity Income Fund Class R5 | Other securities | — | — | $343K | 3.6% | |
| JP Morgan Large Cap Equity Fund Grade R6 | Other securities | — | — | $339K | 3.6% | |
| Avantis Emerging Markets Equity Fund | Other securities | — | — | $321K | 3.4% | |
| Fidelity U.S. Bond Index Fund | Other securities | — | — | $318K | 3.3% | |
| PGIM Funds Total Return Bond Fund | Other securities | — | — | $316K | 3.3% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $248K | 2.6% | |
| MFS Mid Cap Growth Fund Class R6 | Other securities | — | — | $201K | 2.1% | |
| Vanguard Total Stock Market Index Fund | Other securities | — | — | $200K | 2.1% | |
| Diamond Hill Diamond Hill MidCap I | Other securities | — | — | $199K | 2.1% | |
| Principal Global Real Estate R6 | Other securities | — | — | $198K | 2.1% | |
| PIMCO Real Return Fund | Other securities | — | — | $197K | 2.1% | |
| Legal & General Legal & General Commodity Strategy Fund | Other securities | — | — | $159K | 1.7% | |
| BlackRock Total Return Fund Class K Shares | Other securities | — | — | $139K | 1.5% | |
| Participant loans Interest at 4.25% to 9.50%, due through 2029 -0- | Bonds / Notes | — | — | $122K | 1.3% | |
| Vanguard Explorer Fund | Other securities | — | — | $118K | 1.2% | |
| BlackRock iShares Russell Mid-Cap Index Fund Class K 233 * BlackRock iShares S&P 500 Index Fund Class K | Other securities | — | — | $108K | 1.1% | |
| Nuveen Large-Cap Growth Index Fund | Other securities | — | — | $108K | 1.1% | |
| Avantis US Small Cap Value Inst | Other securities | — | — | $107K | 1.1% | |
| American Funds 2060 Target Date Retirement Fund R6 | Other securities | — | — | $106K | 1.1% | |
| Vanguard Total International Stock Index Fund | Other securities | — | — | $101K | 1.1% | |
| American Funds 2010 Target Date Retirement Fund R6 440 * American Funds 2015 Target Date Retirement Fund R6 95 * American Funds 2020 Target Date Retirement Fund R6 | Other securities | — | — | $99K | 1.0% | |
| Alliance Bernstein AB Global Bond Fund Class Z | Other securities | — | — | $99K | 1.0% | |
| Alliance Bernstein AB Large Cap Growth Fund I | Other securities | — | — | $80K | 0.8% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $70K | 0.7% | |
| Vanguard Strategic Small-Cap Equity Fund | Other securities | — | — | $58K | 0.6% | |
| Victory Sycamore Victory Sycamore Established Value Fund | Other securities | — | — | $55K | 0.6% | |
| Federated Institutional High Yield Bond Fund | Other securities | — | — | $55K | 0.6% | |
| Vanguard Small-Cap Value Index Fund 840 * Vanguard Strategic Equity Fund | Other securities | — | — | $49K | 0.5% | |
| American Funds 2035 Target Date Retirement Fund R6 | Other securities | — | — | $44K | 0.5% | |
| American Funds 2055 Target Date Retirement Fund R6 | Other securities | — | — | $43K | 0.5% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $37K | 0.4% | |
| Guggenheim Total Return Bond Fund Institutional Class | Other securities | — | — | $35K | 0.4% | |
| American Century American Century Short Duration R5 | Other securities | — | — | $35K | 0.4% | |
| American Funds 2040 Target Date Retirement Fund R6 | Other securities | — | — | $30K | 0.3% | |
| DFA U.S. Large Cap Value Portfolio Institutional Class | Other securities | — | — | $30K | 0.3% | |
| BlackRock MidCap Growth Equity Institutional Class 934 * BlackRock Strategic Income Opportunities Fund | Other securities | — | — | $29K | 0.3% | |
| American Funds 2045 Target Date Retirement Fund R6 | Other securities | — | — | $29K | 0.3% | |
| PIMCO StocksPLUS International Fund | Other securities | — | — | $26K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund R6 | Other securities | — | — | $26K | 0.3% | |
| Vanguard Information Technology Index Fund | Other securities | — | — | $25K | 0.3% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $25K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 92-1819393 |
| — |
| INVESTMENT ADVISOR |
| $32K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS, PC | 26-1570786 | — | TPA | $1K | — |
