Filings through .
Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 66 · EIN 35-0145825 | Other insurance wrap fees; Insurance ... | $350 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $350 |
32 funds of $250K or more; 51 lines in all, holding $36.7M of the plan's $36.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfds 2040 Trgt Date Ret R6 Manager not matched · Separate account | $3.3M | 9.0% |
| Amerfds 2045 Trgt Date Ret R6 Manager not matched · Separate account | $3.2M | 8.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $2.9M | 7.8% |
| Amerfds 2030 Trgt Date Ret R6 Manager not matched · Separate account | $2.3M | 6.4% |
| Amerfds 2050 Trgt Date Ret R6 Manager not matched · Separate account | $2.0M | 5.4% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $2.0M | 5.3% |
| Pooled Separate Account NR Capital Group · Separate account | $1.8M | 5.0% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $1.5M | 4.2% |
| Pooled Separate Account N/R Manager not matched · Separate account | $1.5M | 4.2% |
| Amerfds 2055 Trgt Date Ret R6 Manager not matched · Separate account | $1.4M | 3.8% |
Added 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPooled Separate Account NR | $1.8M |
| DroppedAmerican Funds Washington Mutual Fund | $988K |
| AddedNuveen Large Cap Responsible Equity Fund Class R6 | $618K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
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.