Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIDEN, NESTLE, SOLED & ASSOC., INC. | 77-0204740 | WESTLAKE VILLAGE, CA | RECORDKEEPER | $1K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds American Balanced Fund Class | Mutual Funds | — | — | $1.3M | 10.4% | |
| AMFDS AM BAL R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $1.3M | 10.4% | |
| Nationwide Fixed Select Option | Other securities | — | — | $958K | 8.0% | |
| NW FXD SEL OPTN NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $958K | 8.0% | |
| Franklin Templeton Investments Legg Mason ClearBridge Appreciation I | Mutual Funds | — | — | $806K | 6.7% | |
| LEGGM CLRBRDG APP I NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $806K | 6.7% | |
| FAM DIVD FOCS INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $552K | 4.6% | |
| Blackrock Inflation Protected Bond K | Other securities | — | — | $547K | 4.5% | |
| BLKRK INFL PRTCT BD K NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $547K | 4.5% | |
| Invesco Diversified Dividend R5 | Mutual Funds | — | — | $525K | 4.4% | |
| INVSCO DIVRS DIVD R5 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $525K | 4.4% | |
| MFS Massachusetts Investors Growth Stock R4 | Mutual Funds | — | — | $511K | 4.2% | |
| MFS MASS INV GR STK R4 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $511K | 4.2% | |
| Nationwide Investor Destinations Moderately Aggressive Instl | Other securities | — | — | $502K | 4.2% | |
| NW INV DEST MOD AGGR R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $502K | 4.2% | |
| JNSHNDRSN TRITON T NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $491K | 4.1% | |
| Principal Funds Principal Mid Cap Growth Institutional | Other securities | — | — | $399K | 3.3% | |
| PRNCPL MDCAP INST NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $399K | 3.3% | |
| American Funds American Funds International Growth and Income R6 | Mutual Funds | — | — | $326K | 2.7% | |
| AMFDS INT GR INC R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $326K | 2.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $308K | 2.6% | |
| FID 500 INDX NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $308K | 2.6% | |
| Nationwide Investor Destinations Conservative Instl | Other securities | — | — | $298K | 2.5% | |
| NW INV DEST CNSRV R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $298K | 2.5% | |
| Nationwide Investor Destinations Moderately Conservative Instl | Other securities | — | — | $257K | 2.1% | |
| NW INV DEST MOD CNSRV R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $257K | 2.1% | |
| American Funds American Funds 2060 Target Date Retire R6 | Mutual Funds | — | — | $241K | 2.0% | |
| AMFDS 2060 TRGTDTRTRMT R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $241K | 2.0% | |
| American Funds American Funds 2030 Target Date Retire R6 | Mutual Funds | — | — | $220K | 1.8% | |
| AMFDS 2030 TRGTDTRTRMT R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $220K | 1.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $206K | 1.7% | |
| FID US BD INDX NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $206K | 1.7% | |
| DODGECOX INTL STK I NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $196K | 1.6% | |
| Fidelity International Index | Mutual Funds | — | — | $195K | 1.6% | |
| FID INTL INDX NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $195K | 1.6% | |
| Goldman Sachs Goldman Sachs GQG Partners International Opportunities Fund Class R6 | Other securities | — | — | $193K | 1.6% | |
| GDMNSCS GQGPTNRINTLOPPR R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $193K | 1.6% | |
| NW LOOMIS ALLCAP GR R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $183K | 1.5% | |
| Avantis U.S. Large Cap Value Fund | Other securities | — | — | $175K | 1.5% | |
| AVNTS US LGCAP VAL INST NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $175K | 1.5% | |
| JP Morgan J.P. Morgan Large Cap Growth Fund | Other securities | — | — | $165K | 1.4% | |
| JPM LGCAP GR R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $165K | 1.4% | |
| JP Morgan J.P. Morgan Government Bond Select | U.S. Treasuries | — | — | $159K | 1.3% | |
| JPM GOVT BD I NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $159K | 1.3% | |
| American Funds American Growth Fund - Class R-6 | Mutual Funds | — | — | $159K | 1.3% | |
| AMFDS GR R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $159K | 1.3% | |
| JP Morgan J.P. Morgan Equity Income R5 | Other securities | — | — | $156K | 1.3% | |
| JPM EQ INC R5 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $156K | 1.3% | |
| Avantis Emerging Markets Equity Fund - Institutional Class | Other securities | — | — | $155K | 1.3% | |
| AVNTS EMRG MKT EQ INST NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $155K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 73-0988440 |
| — |
| INVESTMENT ADVISOR |
| $19K |
| — |
| LPL FINANCIAL LLC-RPCP | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISORY | $8K | — |
