Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
| M HOLDINGS SECURITIES | 91-1802259 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company Fully benefit-responsive investment contract - Principal Fixed Income Guaranteed Option | Other securities | — | — | $2.2M | 15.0% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $1.3M | 8.6% | |
| Fidelity 500 Index Fund | Other securities | — | — | $1.2M | 8.3% | |
| JPMorgan Core Bond | Other securities | — | — | $872K | 5.9% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $816K | 5.5% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Other securities | — | — | $790K | 5.3% | |
| Vanguard Growth Index Fund Admiral Shares | Other securities | — | — | $696K | 4.7% | |
| Vgd FTSE All-Wrld ex-US Idx Fd | Other securities | — | — | $653K | 4.4% | |
| Vanguard Value Index Fund Admiral Shares | Other securities | — | — | $597K | 4.0% | |
| Vanguard International Growth Adm | Other securities | — | — | $544K | 3.7% | |
| Vanguard Target Retirement 2070 Fund | Other securities | — | — | $515K | 3.5% | |
| Principal Trust Company Fidelity Mid Capital Index Fund | Other securities | — | — | $432K | 2.9% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $422K | 2.8% | |
| Vanguard Small Cap Index Fund Admiral Shares | Other securities | — | — | $421K | 2.8% | |
| Vanguard Small Cap Value Index Admiral | Other securities | — | — | $396K | 2.7% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $337K | 2.3% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $326K | 2.2% | |
| Vanguard Selected Value Fund Investor Shares | Other securities | — | — | $295K | 2.0% | |
| Vanguard Total Bond Market Index Adm | Other securities | — | — | $287K | 1.9% | |
| Vanguard Mid-Cap Growth Index Admiral | Other securities | — | — | $286K | 1.9% | |
| Vanguard Total Stock Market Index Fund Admiral | Other securities | — | — | $259K | 1.7% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $251K | 1.7% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $217K | 1.5% | |
| DFA Real Estate Securities I | Other securities | — | — | $177K | 1.2% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $165K | 1.1% | |
| Fidelity International Index Fund | Other securities | — | — | $140K | 0.9% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $121K | 0.8% | |
| Vanguard Target Retirement Income Fund | Other securities | — | — | $57K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm | Other securities | — | — | $35K | 0.2% | |
| (E) | Other securities | — | $57K | $14K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $14K | <0.1% | |
| (E) | Other securities | — | $35K | $5K | <0.1% | |
| Vanguard Information Technology Index Fund Admiral | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $36K |
| — |
