Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $90K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2040 I Fund | Other securities | — | — | $2.8M | 14.5% | |
| Vanguard Institutional Target Retirement 2035 I Fund | Other securities | — | — | $2.4M | 12.0% | |
| Vanguard Institutional Target Retirement 2030 I Fund | Other securities | — | — | $2.2M | 11.0% | |
| Vanguard Institutional Target Retirement 2045 I Fund | Other securities | — | — | $1.9M | 9.7% | |
| Vanguard Institutional Target Retirement 2025 I Fund | Other securities | — | — | $1.7M | 8.9% | |
| Vanguard Institutional Target Retirement 2050 I Fund | Other securities | — | — | $1.5M | 7.8% | |
| Vanguard Institutional Target Retirement 2055 I Fund | Other securities | — | — | $1.0M | 5.3% | |
| MFS Investment Management MFS Massachusetts Investors Growth Stock Fund | Other securities | — | — | $958K | 4.9% | |
| Principal Life Insurance Company Unallocated contract - Fixed Income Guaranteed Option | Other securities | — | — | $699K | 3.6% | |
| Vanguard Institutional Target Retirement 2020 I Fund | Other securities | — | — | $663K | 3.4% | |
| Vanguard Institutional Target Retirement 2060 I Fund | Other securities | — | — | $633K | 3.2% | |
| JPMorgan Equity Income R6 Fund | Other securities | — | — | $616K | 3.1% | |
| Vanguard Small Cap Growth Index Admiral Fund | Other securities | — | — | $475K | 2.4% | |
| T. Rowe Price Funds T. Rowe Price Overseas Stock I | Other securities | — | — | $414K | 2.1% | |
| Columbia Management Advisors Columbia Total Return Bond A Fund | Other securities | — | — | $412K | 2.1% | |
| Vanguard Institutional Target Retirement 2065 I Fund | Other securities | — | — | $367K | 1.9% | |
| Fidelity 500 Index Fund | Other securities | — | — | $285K | 1.5% | |
| AllianceBernstein AB Small Cap Growth Portfolio Z Fund | Other securities | — | — | $184K | 0.9% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | Other securities | — | — | $165K | 0.8% | |
| Allspring Global Investments Allspring Special Small Cap Value R6 | Other securities | — | — | $125K | 0.6% | |
| Vanguard Institutional Target Retirement 2070 I Fund | Other securities | — | — | $25K | 0.1% | |
| Vanguard Federal Money Market Investor Fund | Cash / Money Market | — | — | $5K | <0.1% | |
| (E) | Other securities | — | $1K | $2K | <0.1% | |
| Vanguard Group Vanguard Target Retirement Inc Investment Fund | Common Stock | — | — | $2K | <0.1% | |
| Fidelity Small Cap Index Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
