This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $1.5M | 18.4% |
| PRIN LIFETIME HYBR 2030 CIT Z |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Common Collective Trust |
| $1.2M |
| 15.0% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $1.2M | 14.6% |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $1.1M | 13.6% |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $714K | 8.8% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $597K | 7.3% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $347K | 4.3% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $342K | 4.2% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $228K | 2.8% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $83K | 1.0% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $6K | <0.1% |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | $4K | <0.1% |
| PUTNAM RET ADVANTAGE TRST 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RET ADVANTAGE TRST 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RET ADVANTAGE TRST 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RET ADVANTAGE TRUST PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RET ADVANTAGE TRST 2025 PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RET ADVANTAGE TRST 2065 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 274 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RET ADVANTAGE TRST 2055 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 272 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RET ADVANTAGE TRST 2030 PUTNAM INVESTMENTS · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RET ADVANTAGE TRST 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RET ADVANTAGE TRST 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $0 | <0.1% |
