Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2045 R6 Fund 222,614.358 Shares NR | Other securities | — | — | $4.9M | 11.4% | |
| JP Morgan Smart Retirement 2040 R6 Fund 209,042.952 Shares NR | Other securities | — | — | $4.5M | 10.6% | |
| Vanguard 500 Index Admiral Fund 7,269.993 Shares NR | Other securities | — | — | $3.9M | 9.3% | |
| JP Morgan Smart Retirement 2035 R6 Fund 198,766.807 Shares NR | Other securities | — | — | $3.9M | 9.2% | |
| JP Morgan Smart Retirement 2050 R6 Fund 159,564.024 Shares NR | Other securities | — | — | $3.6M | 8.5% | |
| JP Morgan Smart Retirement 2030 R6 Fund 192,800.780 Shares NR | Other securities | — | — | $3.5M | 8.3% | |
| JP Morgan Smart Retirement 2055 R6 Fund 111,054.030 Shares NR | Other securities | — | — | $3.0M | 7.1% | |
| T. Rowe Price Blue Chip Growth I Fund 10,976.919 Shares NR | Other securities | — | — | $2.1M | 4.8% | |
| JP Morgan Smart Retirement 2020 R6 Fund 117,742.404 Shares NR | Other securities | — | — | $1.8M | 4.3% | |
| JP Morgan Smart Retirement 2060 R6 Fund 54,629.959 Shares NR | Other securities | — | — | $1.3M | 2.9% | |
| S Vanguard Federal Money Market Investment 1,064,664.410 Shares NR | Mutual Funds | — | — | $1.1M | 2.5% | |
| Dodge & Cox Stock I Fund 3,688.461 Shares NR | Other securities | — | — | $949K | 2.2% | |
| Notes receivable from participants with maturity dates of 2025 through 2035 NR | Other securities | — | — | $729K | 1.7% | |
| Vanguard Total Stock Index Admiral Fund 20,898.934 Shares NR | Other securities | — | — | $662K | 1.6% | |
| William Blair SmMd Cap Growth I Fund 20,664.939 Shares NR | Other securities | — | — | $579K | 1.4% | |
| Vanguard Ext Market Index Admiral Fund 4,018.354 Shares NR | Other securities | — | — | $579K | 1.4% | |
| AB Discovery Value I Fund 27,953.798 Shares NR | Other securities | — | — | $572K | 1.3% | |
| JP Morgan Smart Retirement Income R6 Fund 25,213.541 Shares NR | Other securities | — | — | $388K | 0.9% | |
| Hard Loevn Intl Equity Institutional Fund 14,305.165 Shares NR | Other securities | — | — | $351K | 0.8% | |
| Vanguard Total Bond Market Index Admiral Fund 32,271.132 Shares NR | Other securities | — | — | $306K | 0.7% | |
| PIMCO Total Return Instl Fund 20,399.057 Shares NR | Other securities | — | — | $173K | 0.4% | |
| JP Morgan Smart Retirement 2065 R6 Fund 7,276.409 Shares NR | Other securities | — | — | $147K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
