Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Fixed-Income Non-401(a) Fund N/A | Other securities | — | — | $1.6M | 12.2% | |
| Principal Funds, Inc. Lifetime 2030 R5 Fund N/A | Common Stock | — | — | $1.5M | 12.1% | |
| The American Funds American Funds Growth Fund of America R5 Fund N/A | Other securities | — | — | $1.2M | 9.3% | |
| The American Funds American Funds Washington Mutual Investors R4 Fund N/A | Other securities | — | — | $1.0M | 7.8% | |
| Principal Funds, Inc. Large Cap S&P 500 Index Fund N/A | Common Stock | — | — | $976K | 7.6% | |
| Principal Funds, Inc. Lifetime 2040 R5 Fund N/A | Common Stock | — | — | $941K | 7.3% | |
| Principal Funds, Inc. Lifetime 2050 R5 Fund N/A | Common Stock | — | — | $745K | 5.8% | |
| Principal Funds, Inc. Mid Cap S&P 400 Index R6 Fund N/A | Common Stock | — | — | $593K | 4.6% | |
| MFS Investment Management MFS Total Return R4 Fund N/A | Other securities | — | — | $511K | 4.0% | |
| Principal Funds, Inc. Small Cap S&P 600 Index R6 Fund N/A | Common Stock | — | — | $436K | 3.4% | |
| MFS Investment Management MFS Total Return Bond R4 Fund N/A | Other securities | — | — | $390K | 3.0% | |
| The American Funds AM Funds Europacific Growth R5 Fund N/A | Other securities | — | — | $333K | 2.6% | |
| MFS Investment Management MFS Core Equity R4 Fund N/A | Other securities | — | — | $280K | 2.2% | |
| Principal Funds, Inc. Lifetime 2020 R5 Fund N/A | Common Stock | — | — | $270K | 2.1% | |
| JP Morgan Funds JP Morgan US Value A Fund N/A | Other securities | — | — | $261K | 2.0% | |
| Principal Funds, Inc. Lifetime 2060 R5 Fund N/A | Common Stock | — | — | $232K | 1.8% | |
| Principal Funds, Inc. Principal Mid Cap R5 Fund N/A | Common Stock | — | — | $230K | 1.8% | |
| American Century Investments American Century Government Bond Fund N/A | U.S. Treasuries | — | — | $219K | 1.7% | |
| Franklin Templeton Investments Franklin Utilities A Fund N/A | Other securities | — | — | $219K | 1.7% | |
| The American Funds American Funds Small Cap World R5 Fund N/A | Other securities | — | — | $168K | 1.3% | |
| Principal Funds, Inc. Lifetime Strategic Income R5 Fund N/A | Common Stock | — | — | $143K | 1.1% | |
| Franklin Templeton Investments Franklin Small Cap Value A Fund N/A | Other securities | — | — | $136K | 1.1% | |
| Principal Funds, Inc. Mid Cap Value I R5 Fund N/A | Common Stock | — | — | $122K | 1.0% | |
| Participant Loans Participant loans, interest rates of 5.25% to 10.50%, maturing through 2051 - | Bonds / Notes | — | — | $106K | 0.8% | |
| Principal Funds, Inc. Real Estate Securities R5 Fund N/A | Common Stock | — | — | $75K | 0.6% | |
| (E) | Other securities | — | $37K | $75K | 0.6% | |
| (E) | Other securities | — | — | $68K | 0.5% | |
| Invesco Funds Group, Inc. Invesco Small Cap Growth R5 Fund N/A | Common Stock | — | — | $68K | 0.5% | |
| Principal Funds, Inc. Lifetime 2070 R5 Fund N/A | Common Stock | — | — | $37K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
