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 ADMI | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFITS CONSULTING GROUP | 36-3533281 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund | Other securities | — | — | $3.9M | 8.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.9M | 8.7% | |
| Vanguard 500 Index Fund Mutual Fund | Other securities | — | — | $3.8M | 8.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.4M | 7.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.1M | 6.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.7M | 6.0% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Other securities | — | — | $2.2M | 5.0% | |
| Vanguard Equity Income Fund Mutual Fund | Other securities | — | — | $2.2M | 4.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 4.1% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Other securities | — | — | $1.8M | 4.0% | |
| New World Fund Inc Mutual Fund | Common Stock | — | — | $1.5M | 3.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 3.3% | |
| Vanguard Smallcap Value Index Fund Mutual Fund | Other securities | — | — | $1.3M | 2.9% | |
| Vanguard US Growth Fund Mutual Fund | Other securities | — | — | $1.2M | 2.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| PIMCO StocksPLUS International Fund Mutual Fund | Other securities | — | — | $1.0M | 2.3% | |
| Vanguard Treasury Money Market Investor Fund Mutual Fund | Cash / Money Market | — | — | $818K | 1.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $738K | 1.7% | |
| Janus Henderson Enterprise Fund Mutual Fund | Other securities | — | — | $628K | 1.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $619K | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $609K | 1.4% | |
| Vanguard Midcap Growth Index Fund Mutual Fund | Other securities | — | — | $563K | 1.3% | |
| Principal Lifetime Hybrid Income Fund Common Collective Trust | Common Collective Trusts | — | — | $508K | 1.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $508K | 1.1% | |
| Western Asset Core Plus Bond Fund Mutual Fund | Other securities | — | — | $493K | 1.1% | |
| Vanguard Midcap Value Index Fund Mutual Fund | Other securities | — | — | $384K | 0.9% | |
| Mainstay High Yield Corporate Bond Fund Mutual Fund | Other securities | — | — | $285K | 0.6% | |
| Janus Investment Fund - Janus Henderson Triton Fund Mutual Fund | Other securities | — | — | $275K | 0.6% | |
| Notes Receivable from Participants (interest rate range 5.25% - 10.50%) | Bonds / Notes | — | — | $264K | 0.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $252K | 0.6% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual Fund | Other securities | — | — | $246K | 0.6% | |
| Vanguard Smallcap Growth Index Fund Mutual Fund | Other securities | — | — | $215K | 0.5% | |
| DFA Inflation Protected Securities Portfolio Mutual Fund | Other securities | — | — | $214K | 0.5% | |
| DFA Real Estate Securities Portfolio Mutual Fund | Other securities | — | — | $118K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $91K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
