Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNE | 47-1411118 | — | INVESTMENT ADVISORY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Jackson National American Funds Balanced | Other securities | — | — | $2.2M | 17.5% | |
| Capital Research and Mgmt Income Fund of America | Other securities | — | — | $1.6M | 12.8% | |
| Janus Henderson Global Tech and Innovation | Other securities | — | — | $900K | 7.3% | |
| TIAA-CREF Lifecycle Index 2045 | Other securities | — | — | $842K | 6.8% | |
| AllianceBernstein AB Large Cap Growth Z | Other securities | — | — | $745K | 6.0% | |
| TIAA-CREF Lifecycle Index 2050 | Other securities | — | — | $724K | 5.9% | |
| Vanguard Large Cap Value Index Adm | Other securities | — | — | $636K | 5.2% | |
| TIAA-CREF Lifecycle Index 2055 | Other securities | — | — | $581K | 4.7% | |
| Vanguard Total Intl Stock Index Adm | Other securities | — | — | $469K | 3.8% | |
| Vanguard Mid Cap Growth Index | Other securities | — | — | $370K | 3.0% | |
| TIAA-CREF Lifecycle Index 2035 | Other securities | — | — | $367K | 3.0% | |
| Vanguard Small Cap Growth Index | Other securities | — | — | $339K | 2.7% | |
| TIAA-CREF Lifecycle Index 2040 | Other securities | — | — | $270K | 2.2% | |
| Vanguard Value Index Adm | Other securities | — | — | $252K | 2.0% | |
| Nuveen Lifecycle Index Retirement Income | Other securities | — | — | $250K | 2.0% | |
| TIAA-CREF Lifecycle Index 2060 | Other securities | — | — | $245K | 2.0% | |
| TIAA-CREF Lifecycle Index 2030 | Other securities | — | — | $222K | 1.8% | |
| Vanguard Small Cap Value Index Adm | Other securities | — | — | $205K | 1.7% | |
| Vanguard Total Bond Market Index | Other securities | — | — | $200K | 1.6% | |
| Participants various maturities) -0- | Other securities | — | — | $178K | 1.4% | |
| Vanguard Mid Cap Value Index Adm | Other securities | — | — | $175K | 1.4% | |
| BlackRock Inflation Protected Bond Fund | Other securities | — | — | $150K | 1.2% | |
| Vanguard Federal Money Market | Cash / Money Market | — | — | $94K | 0.8% | |
| Dimensional Fund Advisors Intermediate Government Fixed Inc | Common Stock | — | — | $85K | 0.7% | |
| PIMCO Income Instl | Other securities | — | — | $83K | 0.7% | |
| (E) | Other securities | — | — | $38K | 0.3% | |
| Capital World Bond Fund | Other securities | — | — | $38K | 0.3% | |
| TIAA-CREF Lifecycle Index 2025 | Other securities | — | — | $37K | 0.3% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $29K | 0.2% | |
| Lord Abbett High Yield R6 | Other securities | — | — | $28K | 0.2% | |
| TIAA-CREF Lifecycle Index 2065 | Other securities | — | — | $24K | 0.2% | |
| Dimensional Fund Advisors Emerging Markets Core Equity | Other securities | — | — | $22K | 0.2% | |
| Vanguard Mid Cap Value Index Adm | Other securities | — | — | $14K | 0.1% | |
| TIAA-CREF Lifecycle Index 2020 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
