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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | 81-3968784 | — | 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 | — | — | $14.3M | 83.7% | |
| AUL Stable Value Account Guaranteed investment contract | Stable Value | — | — | $2.6M | 15.2% | |
| AUL Amerfds 2035 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $1.9M | 11.1% | |
| AUL Jpmorgan Large Cap Growth R6 Pooled Separate Account | Other securities | — | — | $1.5M | 8.5% | |
| AUL Fidelity 500 Index Pooled Separate Account | Other securities | — | — | $1.3M | 7.8% | |
| AUL Amerfds 2055 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $1.3M | 7.7% | |
| AUL Amerfds 2045 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $1.1M | 6.2% | |
| AUL Amerfds 2050 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $789K | 4.6% | |
| AUL Amerfds 2015 Trgt Date Ret R6 Pooled Separate Account ** 988 * AUL Amerfds 2020 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $707K | 4.1% | |
| AUL Amerfds 2040 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $623K | 3.6% | |
| AUL Amerfds American Balanced R6 Pooled Separate Account | Other securities | — | — | $536K | 3.1% | |
| AUL Amerfds 2060 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $514K | 3.0% | |
| AUL Amerfds 2065 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $490K | 2.9% | |
| AUL Amerfds 2030 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $373K | 2.2% | |
| AUL Fidelity Adv Technology Z Pooled Separate Account | Other securities | — | — | $360K | 2.1% | |
| AUL Vanguard Windsor II Admiral Pooled Separate Account | Other securities | — | — | $337K | 2.0% | |
| AUL Amerfds Bond FD Of America R6 Pooled Separate Account | Other securities | — | — | $309K | 1.8% | |
| AUL Jpmorgan Small Cap Value R6 Pooled Separate Account | Other securities | — | — | $244K | 1.4% | |
| AUL Amerfds New World R6 Pooled Separate Account | Other securities | — | — | $243K | 1.4% | |
| AUL Vanguard Selected Value Inv Pooled Separate Account | Other securities | — | — | $224K | 1.3% | |
| AUL Amerfds 2025 Trgt Date Ret R6 Pooled Separate Account | Other securities | — | — | $206K | 1.2% | |
| AUL Calvert US Lgcp CR Rspb Idx R6 Pooled Separate Account | Other securities | — | — | $200K | 1.2% | |
| AUL Amerfds New Perspective R6 Pooled Separate Account | Other securities | — | — | $188K | 1.1% | |
| Notes receivable from participants 2030 - | Other securities | — | — | $188K | 1.1% | |
| AUL Amerfds Europac Grth R6 Pooled Separate Account | Other securities | — | — | $179K | 1.0% | |
| AUL Fidelity SM Cap Index Pooled Separate Account | Other securities | — | — | $140K | 0.8% | |
| AUL Amerfds Inflation Linked BD R6 Pooled Separate Account | Other securities | — | — | $137K | 0.8% | |
| AUL Fidelity Midcap Idx Pooled Separate Account | Other securities | — | — | $129K | 0.8% | |
| AUL Jpmorgan Mid Cap Growth R6 Pooled Separate Account | Other securities | — | — | $119K | 0.7% | |
| AUL Pioneer Strat Inc K Pooled Separate Account | Common Stock | — | — | $108K | 0.6% | |
| AUL Lord Abbett Dev Growth R6 Pooled Separate Account | Other securities | — | — | $63K | 0.4% | |
| AUL Fidelity Intl Index Pooled Separate Account | Other securities | — | — | $26K | 0.2% | |
| AUL TIAA-CREF Real Estate Sec Inst Pooled Separate Account | Other securities | — | — | $20K | 0.1% | |
| AUL Fidelity US Bond Idx Pooled Separate Account | Other securities | — | — | $6K | <0.1% | |
| AUL PIMCO Gnma And Gov Secs Instl Pooled Separate Account | Agency / Mortgage-Backed | — | — | $4K | <0.1% | |
| AUL Pioneer Balanced Esg K Pooled Separate Account | 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.
