Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $10K | — |
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 | — | INVESTMENT ADVISORY | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Capital Research Management Co. | Common Stock | — | — | $2.7M | 15.4% | |
| Principal Life Insurance Company | Other securities | — | — | $2.4M | 14.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.4M | 14.0% | |
| Capital Research Management Co. | Common Stock | — | — | $2.3M | 13.5% | |
| Capital Research Management Co. | Common Stock | — | — | $2.1M | 12.1% | |
| Capital Research Management Co. | Common Stock | — | — | $1.3M | 7.2% | |
| Capital Research Management Co. | Common Stock | — | — | $1.2M | 6.8% | |
| Columbia | Other securities | — | — | $1.1M | 6.2% | |
| Capital Research Management Co. | Common Stock | — | — | $597K | 3.4% | |
| Capital Research Management Co. | Common Stock | — | — | $583K | 3.4% | |
| Capital Research Management Co. | Common Stock | — | — | $524K | 3.0% | |
| JP Morgan | Other securities | — | — | $443K | 2.5% | |
| Western | Other securities | — | — | $254K | 1.5% | |
| MFS | Other securities | — | — | $231K | 1.3% | |
| Principal Life Insurance Company | Other securities | — | — | $209K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $209K | 1.2% | |
| Vanguard | Other securities | — | — | $201K | 1.2% | |
| Vanguard | Other securities | — | — | $191K | 1.1% | |
| Vanguard | Other securities | — | — | $150K | 0.9% | |
| Western | Other securities | — | — | $147K | 0.8% | |
| Vanguard | Other securities | — | — | $134K | 0.8% | |
| Principal Global Investors Trust Co. | Common Stock | — | — | $125K | 0.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $125K | 0.7% | |
| Notes receivable from participants | Other securities | — | — | $112K | 0.6% | |
| Vanguard | Other securities | — | — | $99K | 0.6% | |
| Vanguard | Other securities | — | — | $75K | 0.4% | |
| Principal Life Insurance Company | Other securities | — | — | $69K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $69K | 0.4% | |
| Vanguard | Other securities | — | — | $47K | 0.3% | |
| Capital Research Management Co. | Common Stock | — | — | $37K | 0.2% | |
| Capital Research Management Co. | Common Stock | — | — | $29K | 0.2% | |
| JP Morgan | Other securities | — | — | $20K | 0.1% | |
| Allspring Global Investments | Other securities | — | — | $14K | <0.1% | |
| Capital Research Management Co. | Common Stock | — | — | $5K | <0.1% | |
| Goldman Sachs Asset Mgt | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PRINCIPAL LIFE INSURANCE COMPANY |
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $48K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
