Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $63K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $60K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LIABILITY DRIVEN SOLUTION CIT I N PRINCIPAL · EIN 30-6225619 / PN 001 | Common Collective Trust | — | — | $12.5M | 89.2% | |
| Principal/Multi-Manager Liability Driven Solution CIT I | Common Collective Trusts | — | $6.7M | $6.9M | 49.0% | |
| Principal/Multi-Manager Liability Driven Solution CIT II | Common Collective Trusts | — | $5.8M | $5.6M | 39.7% | |
| PRINCIPAL S&P 500 INDEX PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $625K | $765K | 5.5% | |
| INTERNATIONAL EQUITY INDEX CIT N PRINCIPAL · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $334K | $344K | 2.5% | |
| PRINCIPAL S&P MIDCAP INDEX CIT N PRINCIPAL · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $156K | $178K | 1.3% | |
| PRINCIPAL RUSSELL 2000 INDEX CIT N PRINCIPAL · EIN 52-2265233 / PN 001 | Common Collective Trust | — | $109K | $122K | 0.9% | |
| Principal Principal/Blackrock Short Term Investment Fund, at fair value | Cash / Money Market | — | $109K | $109K | 0.8% | |
| Principal/Multi-Manager Liability Driven Solution CIT III | Common Collective Trusts | — | $73K | $67K | 0.5% | |
| Equitable General Account, at contract value - ** $ | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
