Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | CUSTODIAN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERRY AND ASSOCIATES INC | 94-3274051 | PESCADERO, CA | TPA | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide NW Dest 2030 R | Other securities | — | — | $1.3M | 15.2% | |
| Nationwide NW Dest 2025 R | Other securities | — | — | $1.2M | 13.9% | |
| Nationwide NW Dest 2050 R | Other securities | — | — | $871K | 10.1% | |
| Nationwide NW Dest 2040 R | Other securities | — | — | $784K | 9.1% | |
| Nationwide NW Dest 2055 R | Other securities | — | — | $677K | 7.9% | |
| Nationwide NW S P 500 Indx Svc | Other securities | — | — | $615K | 7.2% | |
| Nationwide Nw Dest Rtrmt R | Other securities | — | — | $561K | 6.5% | |
| Nationwide NW Dest 2060 R | Other securities | — | — | $547K | 6.4% | |
| Nationwide NW Dest 2045 R | Other securities | — | — | $458K | 5.3% | |
| Nationwide NW Dest 2035 R | Other securities | — | — | $444K | 5.2% | |
| Nationwide NW Dest 2065 R | Other securities | — | — | $222K | 2.6% | |
| PIMCO Low Dur A ** - Parnassus Cor Eq Inv | Other securities | — | — | $177K | 2.1% | |
| BlackRock BlkRk Eq Divd Inv A | Other securities | — | — | $110K | 1.3% | |
| American Funds AmFds New Prspct R3 | Other securities | — | — | $82K | 1.0% | |
| Parnassus Val Eq Inv | Other securities | — | — | $65K | 0.8% | |
| American Funds Amcent Mdcap Val A ** 696 American Funds AmFds Bd Fd Am R3 | Other securities | — | — | $52K | 0.6% | |
| Nationwide NW Mdcap Mkt Indx A | Other securities | — | — | $51K | 0.6% | |
| Nationwide NW SmCap Indx A | Other securities | — | — | $44K | 0.5% | |
| Lord Abbett Lrdabt Shrt Dur Inc R4 | Common Stock | — | — | $19K | 0.2% | |
| Nationwide NW Gov Mny Mkt Inv | Other securities | — | — | $17K | 0.2% | |
| Fidelity Advisors Fidadv SmCap A | Other securities | — | — | $15K | 0.2% | |
| Richard Bernstein Ev Richbrnstn Eq Strat A ** 328 Fidelity Advisors Fidadv Invmt Grd Bd A | Other securities | — | — | $13K | 0.2% | |
| Goldman Sachs Gdmnscs Gqgptnrintloppr A | Other securities | — | — | $12K | 0.1% | |
| JP Morgan JPM Mdcap Gr R3 | Other securities | — | — | $10K | 0.1% | |
| Nationwide NW Inv Dest Cnsrv R | Other securities | — | — | $4K | <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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | NEW YORK, NY | FINANCIAL GROUP | $21K | — |
