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 COMPANY | $2K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | INVESTMENT COMPANY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET FINANCIAL, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide | Other securities | — | — | $773K | 28.2% | |
| American Funds | Other securities | — | — | $330K | 12.0% | |
| Nationwide | Other securities | — | — | $200K | 7.3% | |
| Participant Loans | Participant loans | — | — | $178K | 6.5% | |
| Nationwide | Other securities | — | — | $149K | 5.4% | |
| Nationwide | Other securities | — | — | $140K | 5.1% | |
| Allspring | Other securities | — | — | $114K | 4.2% | |
| Nationwide | Other securities | — | — | $105K | 3.8% | |
| AllianceBernstein | Other securities | — | — | $102K | 3.7% | |
| Invesco | Other securities | — | — | $101K | 3.7% | |
| Nationwide | Other securities | — | — | $91K | 3.3% | |
| Invesco | Other securities | — | — | $89K | 3.2% | |
| American Funds | Other securities | — | — | $60K | 2.2% | |
| William Blair | Other securities | — | — | $60K | 2.2% | |
| American Century | Other securities | — | — | $45K | 1.6% | |
| MFS | Other securities | — | — | $44K | 1.6% | |
| American Funds | Other securities | — | — | $41K | 1.5% | |
| MFS | Other securities | — | — | $36K | 1.3% | |
| Invesco | Other securities | — | — | $36K | 1.3% | |
| American Funds | Other securities | — | — | $26K | 1.0% | |
| Franklin Templeton Investments | Other securities | — | — | $7K | 0.3% | |
| Carillon Family of Funds | Other securities | — | — | $4K | 0.1% | |
| RidgeWorth | Other securities | — | — | $3K | 0.1% | |
| Mass Mutual | Other securities | — | — | $3K | 0.1% | |
| Invesco | Other securities | — | — | $3K | 0.1% | |
| Invesco | Other securities | — | — | $1K | <0.1% | |
| Invesco | Other securities | — | — | $170 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| FINANCIAL ADVISOR |
| $5K |
| — |
