Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance CompanyPrin Fixed Inc Guar Option | Common Stock | — | $0 | $1.6M | 14.0% | |
| Principal Funds IncPrin LifeTime Hybrid Inc R6 | Common Stock | — | $0 | $1.1M | 10.0% | |
| MFS Investment ManagementMFS Value R3 Fund | Other securities | — | $0 | $821K | 7.1% | |
| T. Rowe Price FundsT. Rowe Price Div Grwth I Fd | Other securities | — | $0 | $806K | 7.0% | |
| Principal Funds IncPrin LifeTime Hybrid 2040 R6 | Other securities | — | $0 | $780K | 6.8% | |
| Principal Funds IncPrin LifeTime Hybrid 2030 R6 | Other securities | — | $0 | $762K | 6.6% | |
| Fidelity InvestmentsFidelity International Idx Fd | Other securities | — | $0 | $564K | 4.9% | |
| MFS Investment ManagementMFS Total Return R3 Fund | Other securities | — | $0 | $498K | 4.3% | |
| BlackRockBlackRock Total Return K Fund | Other securities | — | $0 | $484K | 4.2% | |
| Principal Funds IncPrin LifeTime Hybrid 2060 R6 | Other securities | — | $0 | $406K | 3.5% | |
| Principal Funds IncPRIN LIFETIME HYBRID 2070 R6 | Other securities | — | $0 | $394K | 3.4% | |
| JP Morgan FundsJP Morgan Mid Cap Growth R6 Fd | Other securities | — | $0 | $392K | 3.4% | |
| Principal Funds IncPrin LifeTime Hybrid 2045 R6 | Other securities | — | $0 | $382K | 3.3% | |
| Principal Funds IncPrin LifeTime Hybrid 2055 R6 | Other securities | — | $0 | $359K | 3.1% | |
| Fidelity InvestmentsFidelity Mid Cp Index Fund | Other securities | — | $0 | $322K | 2.8% | |
| JP Morgan FundsJP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $241K | 2.1% | |
| Principal Funds IncPrin LifeTime Hybrid 2065 R6 | Other securities | — | $0 | $204K | 1.8% | |
| Fidelity InvestmentsFidelity Adv Strat Inc I Fund | Common Stock | — | $0 | $174K | 1.5% | |
| Principal Funds IncPrinc SmallCap Growth I R6 Fd | Other securities | — | $0 | $159K | 1.4% | |
| Fidelity InvestmentsFidelity 500 Index Fund | Other securities | — | $0 | $156K | 1.4% | |
| Principal Funds IncPrin LifeTime Hybrid 2050 R6 | Other securities | — | $0 | $155K | 1.3% | |
| The American FundsAm FdCap Wld Gth and In R6 Fnd | Other securities | — | $0 | $128K | 1.1% | |
| Participant Loans | Participant loans | — | $0 | $121K | 1.1% | |
| MFS Investment ManagementMFS Mid Cap Value R4 Fund | Other securities | — | $0 | $109K | 0.9% | |
| Principal Funds IncPrin LifeTime Hybrid 2035 R6 | Other securities | — | $0 | $104K | 0.9% | |
| The American FundsAm Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $92K | 0.8% | |
| Principal Funds IncPrin LifeTime Hybrid 2025 R6 | Other securities | — | $0 | $67K | 0.6% | |
| The American FundsAm Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $26K | 0.2% | |
| Principal Funds IncPrin LifeTime Hybrid 2020 R6 | Other securities | — | $0 | $15K | 0.1% | |
| Principal Funds IncPrin LifeTime Hybrid 2015 R6 | Other securities | — | $0 | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
