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| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $41,780 |
5 funds of $250K or more; 12 lines in all, holding $5.2M of the plan's $5.3M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $1.5M | 29.4% |
| American Funds Amerfds Washington Mutual R6 Mutual Fund Shares Capital Group · Mutual fund | $1.0M | 20.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $845K | 16.3% |
| Pioneer Fundamental Growth K Victory Capital · Other | $520K | 10.0% |
| Guaranteed Investment Contracts AUL Fixed Account Manager not matched · Insurance contract | $389K | 7.5% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $200K | 3.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $186K | 3.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $173K | 3.4% |
| Amerfds Europac Grth R6 Capital Group · Mutual fund | $136K | 2.6% |
| Aul Stable Value Account Manager not matched · Insurance contract | $86K | 1.7% |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.