Filings through .
Filed March 17, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $27,674 |
19 funds of $250K or more; 26 lines in all, holding $22.9M of the plan's $23.4M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Fidelity Freedom, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| AUL Fixed Account Manager not matched · Insurance contract | $4.0M | 17.6% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $3.8M | 16.4% |
| Amercent Strat Alloc: Mod Inv Manager not matched · Other | $2.5M | 10.8% |
| Alger Alger Cap App Portfolio I-2 Mutual Fund Shares Manager not matched · Mutual fund | $2.4M | 10.6% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $1.9M | 8.2% |
| State St S&P 500 Indx CL F Manager not matched · Other Index | $1.1M | 4.8% |
| Fidelity Vip Grth Init Mutual Fund Fidelity (FMR) · Mutual fund | $1.1M | 4.7% |
| Jan Hen Balanced Port S Manager not matched · Insurance contract | $801K | 3.5% |
| Aul Stable Value Account Manager not matched · Insurance contract | $750K | 3.3% |
| Amercent Strat Alloc Agrsv Inv Manager not matched · Other | $659K | 2.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.