Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $95K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Stable Value Account 6,175,505 shares | Other securities | — | $6.2M | $8.2M | 14.0% | |
| Vanguard Target Retirement 2040 Fund 187,061 shares | Other securities | — | $187K | $8.1M | 13.8% | |
| Vanguard Target Retirement 2035 Fund 234,492 shares | Other securities | — | $234K | $5.6M | 9.6% | |
| Vanguard Target Retirement 2025 Fund 293,186 shares | Other securities | — | $293K | $5.5M | 9.4% | |
| Vanguard Target Retirement 2030 Fund 113,971 shares | Other securities | — | $114K | $4.3M | 7.4% | |
| Vanguard Target Retirement 2045 Fund 139,242 shares | Other securities | — | $139K | $4.1M | 7.1% | |
| Vanguard 500 Index Fund 5,560 shares | Other securities | — | $6K | $3.0M | 5.2% | |
| Vanguard Target Retirement 2050 Fund 52,428 shares | Other securities | — | $52K | $2.6M | 4.5% | |
| America Funds Growth Fund of America 33,824 shares | Other securities | — | $34K | $2.5M | 4.3% | |
| Vanguard Target Retirement 2055 Fund 44,403 shares | Other securities | — | $44K | $2.5M | 4.2% | |
| Vanguard Target Retirement 2020 Fund 62,180 shares | Other securities | — | $62K | $1.6M | 2.8% | |
| American Mutual Fund 22,871 shares | Other securities | — | $23K | $1.3M | 2.2% | |
| Vanguard Target Retirement 2060 Fund 21,422 shares | Other securities | — | $21K | $1.1M | 1.9% | |
| America Funds EuroPacific Growth Fund 19,084 shares | Other securities | — | $19K | $1.0M | 1.8% | |
| Carillon Eagle Mid Cap Growth Fund 10,027 shares | Other securities | — | $10K | $782K | 1.3% | |
| JPMorgan Small Cap Equity Fund 14,028 shares | Other securities | — | $14K | $767K | 1.3% | |
| JPMorgan Mid Cap Value Fund 20,048 shares | Other securities | — | $20K | $736K | 1.3% | |
| Participant Loans 4.25% - 9.50%, maturities range | Bonds / Notes | — | — | $664K | 1.1% | |
| Vanguard Target Retirement 2065 Fund 18,468 shares | Other securities | — | $18K | $621K | 1.1% | |
| Vanguard Total Bond Market Index Fund 63,559 shares | Other securities | — | $64K | $603K | 1.0% | |
| Vanguard Target Retirement Income Fund 43,379 shares | Other securities | — | $43K | $568K | 1.0% | |
| Vanguard Developed Markets Index Fund 34,424 shares | Other securities | — | $34K | $529K | 0.9% | |
| Vanguard Real Estate Index Fund 3,636 shares | Other securities | — | $4K | $459K | 0.8% | |
| JPMorgan Emerging Markets Equity Fund 11,984 shares | Other securities | — | $12K | $363K | 0.6% | |
| Pioneer Bond Fund 39,244 shares | Other securities | — | $39K | $322K | 0.6% | |
| Vanguard Extended Market Index Fund 2,119 shares | Other securities | — | $2K | $305K | 0.5% | |
| BlackRock Inflation Protected Bond Portfolio 22,867 shares | Other securities | — | $23K | $216K | 0.4% | |
| (E) | Other securities | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 Fund 191 shares | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
