Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | INVESTMENT ADVISORY | — | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INVEASTMENT ADVISORY PART | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | Other securities | — | — | $935K | 17.9% | |
| Principal Guaranteed Option Insurance Co. General Account | Common Stock | — | — | $892K | 17.1% | |
| Vanguard Windsor Adm Fd Mutual Funds | Other securities | — | — | $461K | 8.8% | |
| Fidelity US Bond Index Fund Mutual Funds | Other securities | — | — | $345K | 6.6% | |
| Fidelity Int’l Index Fd Mutual Funds | Other securities | — | — | $332K | 6.3% | |
| Principal Bond Market Indx Inst Fd Mutual Funds | Other securities | — | — | $317K | 6.1% | |
| DFA LrgCp Instl Fd Mutual Funds | Other securities | — | — | $304K | 5.8% | |
| Fidelity LrgCp Grwth Index Fund Mutual Funds | Other securities | — | — | $255K | 4.9% | |
| TIAA-CREF LrgCP Grwth Idx Inst Fd Mutual Funds | Other securities | — | — | $211K | 4.0% | |
| Principal Mdcp S&P 400 Idx R6 Fd Mutual Funds | Other securities | — | — | $181K | 3.5% | |
| Vanguard Strat SmCp Eq Inv Fd Mutual Funds | Other securities | — | — | $148K | 2.8% | |
| Vanguard Mid-Cap Val Idx Adm Fd Mutual Funds | Other securities | — | — | $147K | 2.8% | |
| TIAA-CREF Equity Idx Inst Fd Mutual Funds | Other securities | — | — | $140K | 2.7% | |
| Vanguard Sm-Cp Grwth Idx Adm Fd Mutual Funds | Other securities | — | — | $131K | 2.5% | |
| Vanguard RE Idx Adm Fd Mutual Funds | Other securities | — | — | $100K | 1.9% | |
| Principal SmallCap Value II R6 Fd Mutual Funds | Other securities | — | — | $92K | 1.8% | |
| DFA US SmCp Grwth Instl Fd Mutual Funds | Other securities | — | — | $70K | 1.3% | |
| Vanguard Total Wld St Idx Adm Mutual Funds | Other securities | — | — | $59K | 1.1% | |
| Participant Loans Interest Rates at 8.75% to 9.50% - | Bonds / Notes | — | — | $59K | 1.1% | |
| Fidelity MdCp Value Index Fd Mutual Funds | Other securities | — | — | $33K | 0.6% | |
| DFA Sel Hgd Gbl Fx Inc Pfl Ins Mutual Funds | Common Stock | — | — | $14K | 0.3% | |
| Fidelity Adv Total Bond Z Fd Mutual Funds | 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.
| 42-0127290 |
| — |
| CONTRACT ADMIN |
| $38K |
| — |
