Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NA | 22-1146430 | — | CONSULTANT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $3.6M | 23.2% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $1.8M | 12.0% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $1.8M | 11.6% | |
| Vanguard Target Retirement Incom Fund | Other securities | — | — | $1.3M | 8.6% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $1.1M | 7.2% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $783K | 5.1% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $727K | 4.8% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $553K | 3.6% | |
| Vanguard 500 Index Fund Admiral | Other securities | — | — | $534K | 3.5% | |
| Massachusetts Financial Svc Co MFS Value R6 Fund | Common Stock | — | — | $474K | 3.1% | |
| Artisan Mutual Funds Artisan Mid Cap Institutional Fund | Other securities | — | — | $455K | 3.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $378K | 2.5% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $367K | 2.4% | |
| Fidelity Management & Research Fidelity Advisor Total Bond Z Fund | Other securities | — | — | $338K | 2.2% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $243K | 1.6% | |
| Vanguard Small Cap Index Fund Admiral | Other securities | — | — | $230K | 1.5% | |
| Capital Research and Mgmt Co American Funds Europacific Growth Fund Class R6 | Common Stock | — | — | $229K | 1.5% | |
| Vanguard Mid Cap Index Fund Admiral | Other securities | — | — | $61K | 0.4% | |
| Vanguard Balanced Index Fund Admiral | Other securities | — | — | $52K | 0.3% | |
| JPMorgan Chase JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $52K | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2070 Fund * 54 Vanguard Target Retirement 2065 Fund | Common Stock | — | — | $48K | 0.3% | |
| Participants Participant notes receivable bearing interest at rates ranging from 5.25 to 10.50 percent - | Other securities | — | — | $41K | 0.3% | |
| (E) | Other securities | — | $48K | $41K | 0.3% | |
| Nuveen International Equity lndex R6 | Other securities | — | — | $40K | 0.3% | |
| Vanguard Interm-Term Bond Index Fund Admiral | Other securities | — | — | $38K | 0.2% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 Fund | Other securities | — | — | $22K | 0.1% | |
| Allspring Special Small Cap Value R6 Fund | Other securities | — | — | $22K | 0.1% | |
| Vanguard Explorer Admiral Fund | Other securities | — | — | $11K | <0.1% | |
| Vanguard Federal Money Market Investment Fund | Cash / Money Market | — | — | $10K | <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 |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT | $33K | — |
