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 | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RTMT 2030 TR I |
| Indirect comp |
|---|
| GROOM LAW GROUP, CHARTERED | — | WASHINGTON DC, DC | LEGAL | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | OTHER SERVICES | $162K | — |
| BDO | 13-5381590 | — | OTHER SERVICES | $82K | — |
Common Collective Trust |
| — |
| — |
| $66.9M |
| 12.1% |
| Vanguard Fiduciary Trust Company | — | — | — | $66.9M | 12.1% |
| Vanguard Fiduciary Trust Company | — | — | — | $63.4M | 11.5% |
| VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $63.4M | 11.5% |
| Vanguard Fiduciary Trust Company | — | — | — | $58.4M | 10.6% |
| VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $58.4M | 10.6% |
| VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $52.1M | 9.4% |
| Vanguard Fiduciary Trust Company | — | — | — | $52.1M | 9.4% |
| Vanguard Fiduciary Trust Company | — | — | — | $44.0M | 8.0% |
| VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $44.0M | 8.0% |
| VANGUARD FIDUCIARY TRUST COMPANY | — | — | — | $40.4M | 7.3% |
| VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $39.4M | 7.1% |
| Participant Loans | Participant loans | — | — | $39.4M | 7.1% |
| VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $33.9M | 6.1% |
| Vanguard Fiduciary Trust Company | — | — | — | $33.9M | 6.1% |
| VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $26.9M | 4.9% |
| Vanguard Group | — | — | — | $20.1M | 3.6% |
| VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $19.1M | 3.5% |
| INVESCO STABLE VAL TR CLSS A11 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $16.6M | 3.0% |
| Vanguard Group | — | — | — | $16.6M | 3.0% |
| VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $11.3M | 2.0% |
| Vanguard Group | — | — | — | $8.7M | 1.6% |
| Putnam Investments | — | — | — | $8.0M | 1.5% |
| Vanguard Fiduciary Trust Company | — | — | — | $5.5M | 1.0% |
| Vanguard Fiduciary Trust Company | — | — | — | $4.7M | 0.8% |
| MassMutual Financial Group | — | — | — | $4.6M | 0.8% |
| Principal Life Insurance Company | — | — | — | $3.9M | 0.7% |
| MFS Investment Management | — | — | — | $3.7M | 0.7% |
| Vanguard Fiduciary Trust Company | — | — | — | $3.4M | 0.6% |
| SEI Invesco National Trust Co | — | — | — | $3.4M | 0.6% |
| Loomis Sayles | — | — | — | $2.8M | 0.5% |
| VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.5% |
| Vanguard Fiduciary Trust Company | — | — | — | $2.6M | 0.5% |
| MFS Investment Management | — | — | — | $2.2M | 0.4% |
| Vanguard Fiduciary Trust Company | — | — | — | $1.9M | 0.3% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.7M | 0.3% |
| Nationwide | — | — | — | $1.7M | 0.3% |
| Invesco Stable Val Tr Clss A11 | — | — | — | $1.4M | 0.3% |
| The American Funds | — | — | — | $331K | <0.1% |
| VANGUARD TAR RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $331K | <0.1% |
