Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | TRUST CUSTODIAN | $212K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SERV ADVISOR | 59-2937883 | SAINT PETERSBURG, FL | BROKER | $124K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Indx Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $3.3M | 8.4% | |
| Fid US Bd Indx Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $3.0M | 7.5% | |
| PGIM Ttl Rtn Bd R6 Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $2.5M | 6.2% | |
| Nationwide Financial Services DodgeCox Intl Stk I | Other securities | — | — | $1.9M | 4.9% | |
| Nationwide Financial Services MS Insight I 0 * Nationwide Financial Services GdmnScs GQGPtnrIntlOppr | Other securities | — | — | $1.9M | 4.8% | |
| Fid Intl Indx Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $1.9M | 4.8% | |
| NW Loomis Allcap Gr R6 Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $1.8M | 4.6% | |
| Avnts US Lg Cap Val Inst Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $1.7M | 4.4% | |
| Nationwide Financial Services Pimco Real Rtn Inst | Other securities | — | — | $1.7M | 4.3% | |
| JPM LgCap Gr R6 Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $1.6M | 4.0% | |
| Jpm Eq Inc R5 Registered Investment Company - Mutual Funds N/A | Common Stock | — | — | $1.5M | 3.9% | |
| Nationwide Financial Services Jpm Eq Inc R5 | Common Stock | — | — | $1.5M | 3.9% | |
| Adv Em Mkts Eq Fnd-Intl Class Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $1.5M | 3.7% | |
| BlkRk Ttl Rtn K Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $1.3M | 3.2% | |
| Trowepr New Era Registered Investment Company - Mutual Funds N/A 49 BlkRk Hi Yld Bd Port K Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $1.2M | 3.0% | |
| Nationwide Financial Services Fed Gov Oblgtns Prmr | Other securities | — | — | $963K | 2.4% | |
| MSIF Disc I Registered Investment Company - Mutual Funds N/A - Prncpl Glbl RealEst R6 Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $940K | 2.4% | |
| Diamond Hill MdCap I Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $938K | 2.4% | |
| Nationwide Financial Services MFS MdCap Gr R6 | Other securities | — | — | $930K | 2.3% | |
| Vngrd Trgt Rtrmt Inc Registered Investment Company - Mutual Funds N/A | Common Stock | — | — | $816K | 2.0% | |
| Blkrk Natrl Rsrc Tr Inv A Registered Investment Company - Mutual Funds N/A 47 Lgl&Gen Com Strat Fnd Int SH Registered Investment Company - Mutual Funds N/A | Common Stock | — | — | $789K | 2.0% | |
| Nationwide Financial Services Vngrd 500 Index Fd As | Other securities | — | — | $614K | 1.5% | |
| Nationwide Financial Services Ab Global Bond Fund-Class Z | Other securities | — | — | $608K | 1.5% | |
| Vngrd Trgt Rtrmt 2055 Inv Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $540K | 1.4% | |
| Fnklntmp Glbl Bd Adv Registered Investment Company - Mutual Funds N/A 326 Fnkln Gold Prec Mtls Adv Registered Investment Company - Mutual Funds N/A 49 Vngrd Explr Adml Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $530K | 1.3% | |
| Nationwide Financial Services Avnts US SmCap Val Inst | Other securities | — | — | $518K | 1.3% | |
| Vngrd Trgt Rtrmt 2040 Inv Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $398K | 1.0% | |
| Vngrd Trgt Rtrmt 2050 Inv Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $383K | 1.0% | |
| Vngrd St Bd Indx Adml Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $377K | 0.9% | |
| Dfa Infl Prtct Sec Inst Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $348K | 0.9% | |
| Participant Loans - Interest at 4.25% - 9.50% N/A | Bonds / Notes | — | — | $213K | 0.5% | |
| Vngrd Trgt Rtrmt 2030 Inv Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $194K | 0.5% | |
| Harbor Intl Gr Inst Registered Investment Company - Mutual Funds N/A - Trowepr Gr Stk Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $140K | 0.4% | |
| Vngrd Trgt Rtrmt 2045 Inv Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $137K | 0.3% | |
| Vngrd Ttl Stkmkt Indx Fd AS Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $133K | 0.3% | |
| Nationwide Financial Services BNYMel Glbl Stk I | Other securities | — | — | $119K | 0.3% | |
| Fed Hrms Ttl Rtn Bd Inst Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $109K | 0.3% | |
| Prncpl RealEst Sec Inst Registered Investment Company - Mutual Funds N/A 196 BlkRk MdCap Gr Eq Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $80K | 0.2% | |
| Nationwide Financial Services PGIM Ttl Rtn Bd Z | Other securities | — | — | $78K | 0.2% | |
| Amfds Gr Fd Am R6 Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $78K | 0.2% | |
| Nationwide Financial Services Amfds Gr Fd Am R6 | Other securities | — | — | $78K | 0.2% | |
| Princpl LgCap Gr I Inst Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $78K | 0.2% | |
| Vngrd Trgt Rtrmt 2025 Inv Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $69K | 0.2% | |
| Amfds Europacfc Gr R6 Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $68K | 0.2% | |
| Mfs Val R4 Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $60K | 0.2% | |
| Vngrd Trgt Rtrmt 2020 Inv Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $60K | 0.1% | |
| Nationwide Financial Services Invesco Opp Intl Gr Y | Other securities | — | — | $59K | 0.1% | |
| Dfa Emrg Mkt Cor Inst Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $58K | 0.1% | |
| Nationwide Financial Services Mnsty Epchp Intl Choice I | Other securities | — | — | $53K | 0.1% | |
| Col Sel Lgcap Gr Inst2 Registered Investment Company - Mutual Funds N/A | Other securities | — | — | $52K | 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 |
|---|---|---|---|---|---|
| NEXUS ADMINISTRATORS, INC. | 77-0586222 | FRESNO, CA | CONTRACT ADMINISTRATOR | $15K | — |
