This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | — | WILMINGTON, DE | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BMO FINANCIAL GROUP | 36-2085229 | — | NONE | $19K | — |
| GARDNER, RUSSO & GARDNER LLC | 23-2673088 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| PRINCIPAL LDI SHORT DURATION PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | $4.0M | 34.3% |
| PRINCIPAL LARGECAP S&P 500 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $3.1M | 26.8% |
| PRINCIPAL LIQUID ASSETS INSURANCE · EIN 42-0127290 / PN 024 | Pooled Separate Account | $504K | 4.3% |
| — |
| NONE |
| $6K |
| — |
