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 | $4K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CONTRACT ADMINISTRATOR | $924 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST INVESTMENT SRVCS |
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 Life Insurance Company Principal Guaranteed Option, rate varies | Other securities | — | — | $2.9M | 20.4% | |
| Vanguard Group Vanguard Total Bond Market Index Fund | Common Stock | — | — | $1.4M | 9.8% | |
| Principal Life Insurance Company Principal Core Fixed Income Separate Account | Other securities | — | — | $1.2M | 8.9% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.2M | 8.9% | |
| Fidelity Investments Fidelity Advisor Dividend Growth Fund | Other securities | — | — | $1.2M | 8.3% | |
| JP Morgan Funds JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.1M | 8.0% | |
| Vanguard Group Vanguard 500 Index Fund | Common Stock | — | — | $679K | 4.8% | |
| Dimensional Fund Advisors DFA Emerging Markets Value Portfolio | Other securities | — | — | $638K | 4.5% | |
| American Beacon American Beacon SiM High Yield Opportunities Fund | Other securities | — | — | $455K | 3.2% | |
| Principal Life Insurance Company Principal Diversified International Separate Account | Other securities | — | — | $420K | 3.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $420K | 3.0% | |
| Vanguard Group Vanguard Developed Markets Index Fund | Common Stock | — | — | $374K | 2.7% | |
| Vanguard Group Vanguard International Growth Fund | Common Stock | — | — | $369K | 2.6% | |
| Vanguard Group Vanguard Small-Cap Index Fund | Common Stock | — | — | $335K | 2.4% | |
| Vanguard Group Vanguard Mid-Cap Index Fund | Common Stock | — | — | $301K | 2.1% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares Inc | Common Stock | — | — | $265K | 1.9% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $239K | 1.7% | |
| Participant loans Interest bearing at 4.25% - 9.50%, maturing through | Bonds / Notes | — | — | $238K | 1.7% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio | Other securities | — | — | $237K | 1.7% | |
| Fidelity Investments Fidelity Small Cap Growth Fund | Other securities | — | — | $192K | 1.4% | |
| Vanguard Group Vanguard Mid-Cap Growth Index Fund/Open-end | Common Stock | — | — | $191K | 1.4% | |
| Nuveen Lifecycle Index 2055 R6 Fund 236 Nuveen Lifecycle Index 2060 R6 Fund | Other securities | — | — | $76K | 0.5% | |
| Vanguard Group Vanguard Informational Technology Index Fund | Common Stock | — | — | $67K | 0.5% | |
| Schwab Funds Self-directed brokerage accounts | Other securities | — | — | $49K | 0.3% | |
| Capital Research and Mgmt American Balanced Fund | Other securities | — | — | $15K | 0.1% | |
| Nuveen Lifecycle Index 2030 R6 Fund | Other securities | — | — | $15K | 0.1% | |
| Nuveen Lifecycle Index 2065 R6 Fund | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-5817590 |
| RICHMOND, VA |
| SHAREHOLDER PROVIDER |
| $27K |
| — |
