Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
M HOLDING SECURITIES, INC.2 years Filed as: M HOLDING SECURITIES INC Service code 28 · EIN 91-1802259 1125 NW COUCH ST #900 · PORTLAND, OR 97209 | Investment Management | $17,800 |
NATIONWIDE11+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,458 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $555 |
12 funds of $250K or more; 28 lines in all, holding $7.7M of the plan's $7.9M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan LgCap Growth R6 JPMorgan · Mutual fund | $955K | 12.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $885K | 11.5% |
| Amfds 2030 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $761K | 9.9% |
| Amfds 2035 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $535K | 7.0% |
| NW Fixed Select Option Manager not matched · Insurance contract | $531K | 6.9% |
| Amfds 2065 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $417K | 5.4% |
| Amfds 2055 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $410K | 5.3% |
| Amfds 2050 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $400K | 5.2% |
| Amfds 2040 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $301K | 3.9% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $300K | 3.9% |
Added 6 funds.
| Fund | Year-end value |
|---|---|
| AddedAmfds 2030 Trgtdtrtrmt R6 | $761K |
| AddedAmfds 2035 Trgtdtrtrmt R6 | $535K |
| AddedAmfds 2065 Trgtdtrtrmt R6 | $417K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.