Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER/BOOKKEEPER | $156K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT AD | 45-1451524 | — | CONSULTANT | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $15.1M | 13.2% | |
| Principal/T. Rowe Institutional Large Cap Growth | Other securities | — | — | $14.0M | 12.1% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $14.0M | 12.1% | |
| Vanguard Equity Income | Other securities | — | — | $8.3M | 7.2% | |
| Principal Trust Company Money market fund - Vanguard Fed Money Mrkt Inv Fd | Cash / Money Market | — | — | $7.4M | 6.4% | |
| T RWE PR RT BLND TRS 2030 CL A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $7.2M | 6.3% | |
| T RWE PR RT BLND TRS 2040 CL A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $6.2M | 5.4% | |
| Vanguard Mid Cap Index | Other securities | — | — | $5.9M | 5.1% | |
| T RWE PR RT BLND TRS 2035 CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $5.6M | 4.8% | |
| T RWE PR RT BLND TRS 2045 CL A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $4.8M | 4.2% | |
| T RWE PR RT BLND TRS 2025 CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $4.6M | 4.0% | |
| Participants Participant loans bearing interest rates ranging from 4.25 to 9.50 percent - | Participant loans | — | — | $4.1M | 3.6% | |
| T RWE PR RT BLND TRS 2050 CL A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $3.8M | 3.3% | |
| Vanguard Small Cap Index | Other securities | — | — | $3.7M | 3.2% | |
| Principal/BlackRock Aggregate Bond Index | Other securities | — | — | $3.3M | 2.9% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $3.3M | 2.9% | |
| Principal Trust Company American Funds American Balanced | Other securities | — | — | $2.9M | 2.5% | |
| PIMCO Income Fund | Other securities | — | — | $2.9M | 2.5% | |
| DFA International Core Equity | Other securities | — | — | $2.8M | 2.5% | |
| T RWE PR RT BLND TRS 2055 CL A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.0% | |
| T RWE PR RT BLND TRS 2020 CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.7% | |
| American Funds New Perspective | Other securities | — | — | $1.9M | 1.6% | |
| DFA International Small Company | Other securities | — | — | $1.9M | 1.6% | |
| T RWE PR RT BLND TRS 2060 CL A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| DFA Intermediate Government Fixed Income | Other securities | — | — | $961K | 0.8% | |
| Vanguard Wellesley Income | Other securities | — | — | $327K | 0.3% | |
| T RWE PR RT BLND TRS 2015 CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $297K | 0.3% | |
| T RWE PR RT BLND TRS 2065 CL A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $289K | 0.3% | |
| T. Rowe Price Rtm Bal I Fund | Other securities | — | — | $222K | 0.2% | |
| T RWE PR RT BLND TRS 2010 CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $207K | 0.2% | |
| American Funds Capital Income Builder | Other securities | — | — | $201K | 0.2% | |
| Templeton Global Bond | Other securities | — | — | $162K | 0.1% | |
| T RWE PR RT BLND TRS 2005 CL A T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $35K | <0.1% | |
| (E) | Other securities | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
