Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
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 Vanguard Tgt Rmt 2040 Inv Fund | Common Stock | — | — | $3.5M | 17.2% | |
| Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund | Common Stock | — | — | $3.0M | 14.8% | |
| Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund | Common Stock | — | — | $1.8M | 8.8% | |
| Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund | Common Stock | — | — | $1.7M | 8.5% | |
| Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund | Common Stock | — | — | $1.6M | 7.7% | |
| Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund | Common Stock | — | — | $1.5M | 7.5% | |
| Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund | Common Stock | — | — | $1.3M | 6.4% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | Common Stock | — | — | $931K | 4.5% | |
| s * Principal Life Insurance Company Principal Large Cap Growth I SA-Z | Pooled Separate Accounts | — | — | $840K | 4.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $840K | 4.1% | |
| Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund | Common Stock | — | — | $656K | 3.2% | |
| Vanguard Group Vanguard FTSE Soc Idx Adm Fd | Common Stock | — | — | $495K | 2.4% | |
| Insurance Company * Principal Life Insurance Company Insurance Company General Prin Fixed Income Guaranteed Option | Other securities | — | — | $420K | 2.0% | |
| Vanguard Group Vanguard MidCap Val Idx Adm Fd | Common Stock | — | — | $343K | 1.7% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 FD | Other securities | — | — | $293K | 1.4% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | Common Stock | — | — | $285K | 1.4% | |
| The American Funds American Fds WshMut Inv R6 Fd | Other securities | — | — | $220K | 1.1% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index SA-Z | Common Stock | — | — | $218K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $218K | 1.1% | |
| Vanguard Group Vanguard Ttl Bd Mkt Idx Adm Fd | Common Stock | — | — | $211K | 1.0% | |
| Janus International Holding, LLC JanusHenderson Triton N | Other securities | — | — | $190K | 0.9% | |
| MFS Investment Management MFS Intl growth R6 Fund | Other securities | — | — | $156K | 0.8% | |
| Vanguard Group Vanguard Tgt Rmt Inc Inv Fund | Common Stock | — | — | $119K | 0.6% | |
| Participants Loans (4.25% to 9.50%) | Bonds / Notes | — | — | $90K | 0.4% | |
| Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund | Common Stock | — | — | $89K | 0.4% | |
| PIMCO Funds PIMCO Real Return Instl Fund | Other securities | — | — | $82K | 0.4% | |
| The American Funds American Funds NewWorld R6 | Other securities | — | — | $78K | 0.4% | |
| Registered Investment Contracts American Beacon Funds Amer Beacon Sm Cp Val R6 Fd | Other securities | — | — | $70K | 0.3% | |
| T. Rowe Price Funds T. Rowe Price Overseas Stk I | Other securities | — | — | $50K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $47K | 0.2% | |
| PGIM Investments PGIM High Yield R6 Fund | Other securities | — | — | $45K | 0.2% | |
| Fidelity Investments Fidelity AD total Bond Z FD | Other securities | — | — | $21K | 0.1% | |
| Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund | Common Stock | — | — | $18K | <0.1% | |
| Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund | Common Stock | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
