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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $8.6M | 96.4% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2020 J | Other securities | — | — | $1.4M | 15.6% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2025 J | Other securities | — | — | $1.1M | 12.7% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2030 J | Other securities | — | — | $1.1M | 12.5% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2035 J | Other securities | — | — | $762K | 8.6% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2055 J | Other securities | — | — | $752K | 8.5% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2050 J | Other securities | — | — | $726K | 8.2% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2045 J | Other securities | — | — | $669K | 7.5% | |
| Nuveen Tiaa Nuveen Tiaa LV Id 2040 R | Other securities | — | — | $631K | 7.1% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2060 J | Other securities | — | — | $453K | 5.1% | |
| Insurance contracts * American United Life Insurance Co. AUL Stable Value Account | Common Stock | — | — | $301K | 3.4% | |
| FIDELITY 500 INDEX MUTUAL FUND SHARES 0 | Other securities | — | — | $262K | 3.0% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2065 J | Other securities | — | — | $147K | 1.7% | |
| TIAA-CREF Nuveen Large Cap Value Idx R6 | Other securities | — | — | $126K | 1.4% | |
| Fidelity SM Cap Index | Other securities | — | — | $114K | 1.3% | |
| Nuveen Tiaa Nuveen Tiaa LC Idx 2015 J | Other securities | — | — | $76K | 0.9% | |
| Fidelity Midcap Index | Other securities | — | — | $53K | 0.6% | |
| Vangard Vanguard Growth Adm | Other securities | — | — | $45K | 0.5% | |
| Invesco Intl Smmid CO R6 | Common Stock | — | — | $30K | 0.3% | |
| Fidelity Emerging Markets Idx | Other securities | — | — | $19K | 0.2% | |
| PGIM Global Total Return R6 | Other securities | — | — | $15K | 0.2% | |
| PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0 | Pooled Separate Accounts | — | — | $14K | 0.2% | |
| Fidelity Advosor otal Bond Z | Other securities | — | — | $13K | 0.1% | |
| TIAA-CREF Nuveen Intl EQ Idx R6 | Other securities | — | — | $13K | 0.1% | |
| Thornburg Investment Management Thornburg Ltd-Term Inc R6 | Common Stock | — | — | $10K | 0.1% | |
| TIAA-CREF Lifecycle Idx 2065 R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES & ROTH P.C. | 93-0819646 | — | NONE | $12K | — |
| ALERA GROUP INC | 81-4473358 | — | NONE | $0 | — |
