Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | CUSTODIAN | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL / BR S&P 500 INDEX CIT PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $928K | 12.6% | |
| PRI/DODGE & COX INTERM. BOND CIT PRINCIPAL · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $685K | 9.3% | |
| ALLSPRING CORE BOND CIT ALLSPRING · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $685K | 9.3% | |
| PRI/FEDERATED TOTAL RETURN BOND CIT PRINCIPAL · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $685K | 9.3% | |
| PRINCIPAL/BLACKROCK S&P MIDCAP PRINCIPAL · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $619K | 8.4% | |
| PRI/TRP INST. LARGE-CAP GR. MANAGED PRINCIPAL · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $354K | 4.8% | |
| PRINCIPAL/ALLIANCE BERNSTEIN LARGE PRINCIPAL · EIN 92-1443848 / PN 001 | Common Collective Trust | — | — | $352K | 4.8% | |
| PRINCIPAL/MULTI-MANAGER SMALL CAP PRINCIPAL · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $352K | 4.8% | |
| EAFE INDEX FUND F | Common Collective Trusts | — | — | $352K | 4.8% | |
| PRINCIPAL/BLACKROCK INTERNATIONAL PRINCIPAL · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $352K | 4.8% | |
| PRINCIPAL/MFS VALUE CIT PRINCIPAL · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $285K | 3.9% | |
| PRIN/TRP INST. EQ. INC. MANAGED CIT PRINCIPAL · EIN 46-6586666 / PN 001 | Common Collective Trust | — | — | $284K | 3.9% | |
| PRINCIPAL/CAUSEWAY INT'L VAL CIT PRINCIPAL · EIN 47-6375784 / PN 001 | Common Collective Trust | — | — | $264K | 3.6% |