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 |
|---|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP LLC | 46-3329350 | — | CONSULTANT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $618K | — |
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 | |||
|---|---|---|---|
| FLEXPATH INDEX MODERAT 2035 I1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | $85.8M | 19.6% |
| FLEXPATH INDEX MODERAT 2045 I1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | $74.3M | 17.0% |
| FLEXPATH INDEX MODERAT 2025 I1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | $44.8M | 10.2% |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | $44.4M | 10.2% |
| FLEXPATH INDEX MODERAT 2055 I1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | $37.1M | 8.5% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $21.9M | 5.0% |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | $11.0M | 2.5% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $8.5M | 1.9% |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | $7.6M | 1.7% |
| GREATGRAY EURO GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | $4.1M | 0.9% |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | $4.0M | 0.9% |
| WESTERN ASSET COR PL BD R1 FD GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | $3.9M | 0.9% |
| FLEXPATH INDEX AGG 2055 I1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | $3.7M | 0.9% |
| FLEXPATH INDEX MODERATE RET I1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | $3.5M | 0.8% |
| FLEXPATH INDEX AGG 2035 I1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | $3.5M | 0.8% |
| SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | $3.1M | 0.7% |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | $2.9M | 0.7% |
| FLEXPATH INDEX AGG 2045 I1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | $2.9M | 0.7% |
| COHEN & STEERS US REALTY A FND SEI TRUST COMPANY · EIN 47-1211722 / PN 003 | Common Collective Trust | $2.6M | 0.6% |
| FLEXPATH INDEX AGG 2025 I1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | $1.2M | 0.3% |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | $1.1M | 0.3% |
| FLEXPATH INDEX CONSERV 2035 I1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | $683K | 0.2% |
| FLEXPATH INDEX CONSERV 2045 I1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | $513K | 0.1% |
| FLEXPATH INDEX CONSERV 2055 I1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | $482K | 0.1% |
| FLEXPATH INDEX CONSERV 2025 I1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | $376K | <0.1% |
| FLEXPATH INDEX AGG RET I1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | $197K | <0.1% |
| FLEXPATH INDEX CONSERV RET I1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | $174K | <0.1% |
