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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $15K | — |
| AXA | 13-5570651 | — |
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 | — | — | $7.5M | 83.3% | |
| Nuveen Lifecycle Idx 2025 Ret | Other securities | — | — | $1.2M | 13.4% | |
| Nuveen Lifecycle Idx 2035 Ret | Other securities | — | — | $1.1M | 12.6% | |
| Nuveen Lifecycle Idx 2050 Ret | Other securities | — | — | $1.1M | 11.9% | |
| AXA Mutual Funds | Other securities | — | — | $872K | 9.7% | |
| Nuveen Lifecycle Idx 2030 Ret | Other securities | — | — | $616K | 6.9% | |
| Nuveen Lifecycle Idx 2055 Ret | Other securities | — | — | $612K | 6.8% | |
| Nuveen Lifecycle Idx 2060 Ret | Other securities | — | — | $601K | 6.7% | |
| Fidelity 500 Index | Other securities | — | — | $527K | 5.9% | |
| Nuveen Lifecycle Idx 2045 Ret | Other securities | — | — | $394K | 4.4% | |
| Nuveen Lifecycle Idx 2015 Ret | Other securities | — | — | $261K | 2.9% | |
| AUL Stable Value Account | Other securities | — | — | $254K | 2.8% | |
| Nuveen Lifecycle Idx 2040 Ret | Other securities | — | — | $245K | 2.7% | |
| Nuveen Lifecycle Idx 2020 Ret | Other securities | — | — | $154K | 1.7% | |
| Nuveen Lifecycle Idx 2065 Ret | Other securities | — | — | $145K | 1.6% | |
| Fidelity Blue Chip Growth K6 | Other securities | — | — | $122K | 1.4% | |
| The Felton Institute 403(b) Plan | Other securities | — | — | $103K | 1.1% | |
| Nuveen Lifecycle Idx 2010 Ret | Other securities | — | — | $101K | 1.1% | |
| Fidelity Midcap Idx | Other securities | — | — | $99K | 1.1% | |
| Dodge & Cox Stock X | Other securities | — | — | $85K | 0.9% | |
| Fidelity SM Cap Index | Other securities | — | — | $63K | 0.7% | |
| Guaranteed Interest Account | Other securities | — | — | $47K | 0.5% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $12K | 0.1% | |
| Calvert US Lgcp CR Rspb Idx R6 | Other securities | — | — | $12K | 0.1% | |
| Fidelity US Bond Idx | Other securities | — | — | $9K | 0.1% | |
| Amerfds Eupac R6 | Other securities | — | — | $8K | <0.1% | |
| Fidelity Total Intl Idx | Other securities | — | — | $8K | <0.1% | |
| Fdfa Emerging Markets I | Other securities | — | — | $5K | <0.1% | |
| Nuveen Lifecycle Idx Inc R6 | Common Stock | — | — | $3K | <0.1% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $180 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $1K |
| — |
