Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $299K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group | Common Stock | — | — | $8.6M | 16.7% | |
| Vanguard Group | Common Stock | — | — | $5.7M | 11.0% | |
| Vanguard Group | Common Stock | — | — | $5.3M | 10.3% | |
| Vanguard Group | Common Stock | — | — | $4.0M | 7.8% | |
| Vanguard Group | Common Stock | — | — | $3.0M | 5.9% | |
| The American Funds | Other securities | — | — | $3.0M | 5.8% | |
| Fidelity Investments | Other securities | — | — | $2.6M | 5.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.6M | 5.0% | |
| Vanguard Group | Common Stock | — | — | $2.5M | 4.8% | |
| Vanguard Group | Common Stock | — | — | $1.9M | 3.8% | |
| Metropolitan Life Insurance Co | Common Stock | — | — | $1.8M | 3.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.5% | |
| Vanguard Group | Common Stock | — | — | $1.7M | 3.2% | |
| Vanguard Group | Common Stock | — | — | $1.5M | 2.9% | |
| Vanguard Group | Common Stock | — | — | $1.4M | 2.7% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $1.2M | 2.3% | |
| Fidelity Investments | Other securities | — | — | $1.2M | 2.3% | |
| Fidelity Investments | Other securities | — | — | $1.1M | 2.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $886K | 1.7% | |
| Principal Life Insurance Company | Other securities | — | — | $815K | 1.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $815K | 1.6% | |
| Principal Life Insurance Company | Other securities | — | — | $802K | 1.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $802K | 1.6% | |
| Principal Life Insurance Company | Other securities | — | — | $725K | 1.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $725K | 1.4% | |
| Participant Loans | Participant loans | — | — | $675K | 1.3% | |
| Principal Life Insurance Company | Other securities | — | — | $644K | 1.3% | |
| Principal Life Insurance Company | Other securities | — | — | $431K | 0.8% | |
| Vanguard Group | Common Stock | — | — | $327K | 0.6% | |
| Principal Life Insurance Company | Other securities | — | — | $323K | 0.6% | |
| Principal Life Insurance Company | Other securities | — | — | $303K | 0.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $303K | 0.6% | |
| Participant Loans | Participant loans | — | — | $185K | 0.4% | |
| Principal Global Investors Trust Co | Common Stock | — | — | $180K | 0.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $180K | 0.4% |
