Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | CONSULTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Research and Mgmt Co American Funds Target Date Retirement 2030 R6 Fund | Common Stock | — | — | $5.0M | 14.6% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2050 R6 Fund | Common Stock | — | — | $4.2M | 12.1% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2040 R6 Fund | Common Stock | — | — | $4.0M | 11.6% | |
| Principal Life Insurance Fixed Income Guaranteed Contract | Other securities | — | — | $3.2M | 9.2% | |
| Principal Global Investors Large Cap S&P 500 Index Fund | Other securities | — | — | $2.7M | 7.8% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2020 R6 Fund | Common Stock | — | — | $1.5M | 4.4% | |
| Principal Global Investors Mid Cap Fund | Other securities | — | — | $1.4M | 4.1% | |
| MFS Massachusetts Investors Growth Stock Fund | Other securities | — | — | $1.2M | 3.6% | |
| Principal Global Investors Capital Appreciation Fund | Other securities | — | — | $1.2M | 3.4% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2045 R6 Fund | Common Stock | — | — | $1.1M | 3.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $996K | 2.9% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2035 R6 Fund | Common Stock | — | — | $915K | 2.7% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2060 R6 Fund | Common Stock | — | — | $888K | 2.6% | |
| BlackRock Advisors, LLC iShares US Agg Bd Index Fund | Other securities | — | — | $861K | 2.5% | |
| Principal Global Investors Core Plus Bond Fund | Other securities | — | — | $857K | 2.5% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2055 R6 Fund | Common Stock | — | — | $625K | 1.8% | |
| BlackRock Advisors, LLC iShares MSCI Total International Index Fund | Other securities | — | — | $572K | 1.7% | |
| Principal Global Investors Diversified International Fund | Other securities | — | — | $523K | 1.5% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2070 R6 Fund 275 * Principal Global Investors Large Cap Value III Fund | Common Stock | — | — | $466K | 1.4% | |
| Principal Global Investors Government & HQ Bond Fund | Other securities | — | — | $395K | 1.1% | |
| Principal Global Investors Mid Cap S&P 400 Index Fund | Other securities | — | — | $350K | 1.0% | |
| Principal Global Investors Small Cap Growth I Fund | Other securities | — | — | $323K | 0.9% | |
| Principal Global Investors Real Estate Securities Fund | Other securities | — | — | $261K | 0.8% | |
| Principal Global Investors Small Cap S&P 600 Index Fund | Other securities | — | — | $259K | 0.8% | |
| Allspring Global Investments Allspring Special Mid Cap Value I Fund | Other securities | — | — | $201K | 0.6% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2065 R6 Fund | Common Stock | — | — | $126K | 0.4% | |
| Principal Global Investors Small Cap Value II Fund | Other securities | — | — | $105K | 0.3% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2025 R6 Fund | Common Stock | — | — | $101K | 0.3% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2015 R6 Fund | Common Stock | — | — | $40K | 0.1% | |
| Capital Research and Mgmt Co American Funds Target Date Retirement 2010 R6 Fund | Common Stock | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $115K | — |
