Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PRINCIPAL BANK | 42-1466678 | DES MOINES, IA | — | $23K | — |
| SAVASTA & COMPANY | 13-3879959 | — | — | $9K | — |
| ROSENBERG RICH BAKER BERMAN | 22-3271252 | — | — | $6K | — |
| MURPHY ANDERSON PLLC | 26-3092374 | — | — | $5K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MULTI-MANAGER SMALL CAP CIT THE PRINCIPAL GROUP · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $643K | 5.8% |
| EAFE INDEX FUND F | — | — | — | $602K | 5.4% |
| BLACKROCK INTERNATIONAL THE PRINCIPAL GROUP · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $602K | 5.4% |
| CAUSEWAY THE PRINCIPAL GROUP · EIN 47-6375784 / PN 001 | Common Collective Trust | — | — | $481K | 4.3% |
