Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $761K | — |
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 |
|---|---|---|---|---|---|---|
| UFP Industries, Inc. UFP Industries, Inc. Common Stock | — | — | — | $160.1M | 20.4% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $78.9M | 10.1% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $63.3M | 8.1% |
| Retirement 2030 Fund | — | — | — | $56.0M | 7.1% |
| Fidelity 500 Index Fund | — | — | — | $55.5M | 7.1% |
| Retirement 2040 Fund | — | — | — | $54.1M | 6.9% |
| Retirement 2050 Fund | — | — | — | $52.7M | 6.7% |
| American Funds American Mutual Fund | — | — | — | $35.0M | 4.5% |
| Fidelity Midcap Index Fund | — | — | — | $26.5M | 3.4% |
| Retirement 2020 Fund | — | — | — | $24.3M | 3.1% |
| 11.5% | — | — | — | $22.6M | 2.9% |
| Neuberger Berman Genesis Fund | — | — | — | $15.6M | 2.0% |
| Retirement 2035 Fund | — | — | — | $15.4M | 2.0% |
| Retirement 2045 Fund | — | — | — | $15.1M | 1.9% |
| Retirement 2060 Fund | — | — | — | $13.2M | 1.7% |
| Dodge & Cox International Stock Fund | — | — | — | $11.9M | 1.5% |
| Retirement 2055 Fund | — | — | — | $11.7M | 1.5% |
| Fidelity International Stock Index Fund | — | — | — | $10.3M | 1.3% |
| Dodge & Cox Income Fund | — | — | — | $10.3M | 1.3% |
| Fidelity US Bond Index Fund | — | — | — | $8.2M | 1.0% |
| Fidelity Small Cap Index Fund | — | — | — | $8.2M | 1.0% |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $6.9M | 0.9% |
| Retirement 2010 Fund | — | — | — | $6.5M | 0.8% |
| Retirement 2025 Fund | — | — | — | $6.2M | 0.8% |
| Carillon Eagle Midcap Growth Fund | — | — | — | $5.3M | 0.7% |
| PGIM High Yield Fund | — | — | — | $4.6M | 0.6% |
| Allspring Government Money Market Fund | — | — | — | $3.2M | 0.4% |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $1.7M | 0.2% |
| Invesco International Small-Mid Company Fund | — | — | — | $495K | <0.1% |
| Retirement 2015 Fund | — | — | — | $322K | <0.1% |
