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 | $65K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies The Vanguard Group Vanguard 500 Index Admiral Fund | Common Stock | — | — | $9.0M | 21.1% | |
| The Vanguard Group Vanguard Short-Term Investment-Grade Admiral Fund | Common Stock | — | — | $4.0M | 9.3% | |
| The Vanguard Group Vanguard Federal Money Market Investor Fund | Cash / Money Market | — | — | $3.9M | 9.1% | |
| PGIM Investments PGIM Short-Term Corporate Bond Fund | Other securities | — | — | $3.7M | 8.8% | |
| The Vanguard Group Vanguard Value Index Fund | Common Stock | — | — | $3.4M | 8.0% | |
| The Vanguard Group Vanguard Growth Index Admiral Fund | Common Stock | — | — | $3.3M | 7.7% | |
| The Vanguard Group Vanguard Mid-Cap Index Admiral Fund | Common Stock | — | — | $2.4M | 5.6% | |
| The Vanguard Group Vanguard Long-Term Investment-Grade Bond Admiral Fund | Common Stock | — | — | $2.0M | 4.7% | |
| The Vanguard Group Vanguard Small-Cap Index Admiral Fund | Common Stock | — | — | $2.0M | 4.6% | |
| The Vanguard Group Vanguard Developed Markets Index Fund | Common Stock | — | — | $1.7M | 3.9% | |
| The Vanguard Group Vanguard Emerging Markets Stock Index Fund | Common Stock | — | — | $1.6M | 3.7% | |
| Shelton Capital Management Shelton NASDAQ-100 Index Fund | Other securities | — | — | $1.2M | 2.7% | |
| The Vanguard Group Vanguard Treasury Money Market Fund | Cash / Money Market | — | — | $697K | 1.6% | |
| The Vanguard Group Vanguard Dividend Appreciation Index Admiral Fund | Common Stock | — | — | $639K | 1.5% | |
| MFS Investment Management MFS International Growth Fund | Other securities | — | — | $592K | 1.4% | |
| The Vanguard Group Vanguard Wellington Admiral Fund | Common Stock | — | — | $485K | 1.1% | |
| JPMorgan Investment Management Inc. JPMorgan Mid-Cap Growth Fund | Common Stock | — | — | $409K | 1.0% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $309K | 0.7% | |
| AMG Funds AMG Yacktman I Fund | Other securities | — | — | $279K | 0.7% | |
| T. Rowe Price T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | Other securities | — | — | $217K | 0.5% | |
| Neuberger Berman Neuberger Berman Large Cap Value Fund | Other securities | — | — | $176K | 0.4% | |
| Pacific Heights Asset Management LLC Permanent Portfolio Fund | Other securities | — | — | $159K | 0.4% | |
| PIMCO RAE Emerging Markets Institutional Fund | Other securities | — | — | $141K | 0.3% | |
| Parnassus Core Equity Fund | Other securities | — | — | $117K | 0.3% | |
| The Vanguard Group Vanguard Intermediate -Term Investment-Grade Admiral Fund | Common Stock | — | — | $111K | 0.3% | |
| MFS Investment Management MFS Global Growth Fund | Other securities | — | — | $104K | 0.2% | |
| The Vanguard Group Vanguard Short-Term Bond Index Admiral Fund | Common Stock | — | — | $102K | 0.2% | |
| (E) | Other securities | — | — | $48K | 0.1% | |
| The Vanguard Group Vanguard Wellesley Income Admiral Fund | Common Stock | — | — | $48K | 0.1% | |
| PIMCO Total Return Fund | Other securities | — | — | $32K | <0.1% | |
| (E) | Other securities | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
