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 | $159K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund - 315,521 shares | Other securities | — | — | $12.0M | 14.9% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund - 513,922 shares | Other securities | — | — | $9.6M | 12.0% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund - 381,728 shares | Other securities | — | — | $9.2M | 11.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund - 189,997 shares | Other securities | — | — | $8.2M | 10.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund - 107,559 shares | Other securities | — | — | $5.4M | 6.7% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund - 194,274 shares | Other securities | — | — | $5.1M | 6.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund - 156,104 shares | Other securities | — | — | $4.6M | 5.8% | |
| Fidelity 500 Index Fund Mutual Fund - 21,835 shares | Other securities | — | — | $4.5M | 5.6% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund - 73,542 shares | Other securities | — | — | $4.1M | 5.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund - 269,622 shares | Other securities | — | — | $3.5M | 4.4% | |
| Allspring Government Money Market Fund Money Market Fund - 2,530,921 shares | Cash / Money Market | — | — | $2.5M | 3.2% | |
| T Rowe Price All-Cap Opportunities Fund Mutual Fund - 29,088 shares | Other securities | — | — | $2.1M | 2.7% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund - 33,977 shares | Other securities | — | — | $1.7M | 2.2% | |
| Putnam Large Cap Value Fund Mutual Fund - 46,620 shares | Other securities | — | — | $1.6M | 2.0% | |
| New Perspective Fund Mutual Fund - 18,007 shares | Other securities | — | — | $1.1M | 1.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund - 28,385 shares | Other securities | — | — | $959K | 1.2% | |
| PIMCO Total Return Fund Mutual Fund - 94,958 shares | Other securities | — | — | $805K | 1.0% | |
| JPMorgan Small Cap Equity Fund Mutual Fund - 14,569 shares | Other securities | — | — | $797K | 1.0% | |
| MFS Mid Cap Growth Fund Mutual Fund - 20,676 shares | Other securities | — | — | $650K | 0.8% | |
| EuroPacific Growth Fund Mutual Fund - 10,895 shares | Other securities | — | — | $585K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund - 14,363 shares | Other securities | — | — | $398K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund - 8,747 shares | Other securities | — | — | $294K | 0.4% | |
| BlackRock Inflation Protected Bond Portfolio Mutual Fund - 29,906 shares | Other securities | — | — | $287K | 0.4% | |
| (E) | Other securities | — | — | $95K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund - 3,550 shares | Other securities | — | — | $95K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
