This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHECHTER INVESTMENT ADVISORS, LLC | 38-4907906 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
| THE BENEFIT ADVANTAGE, INC. | 38-3254950 |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METRO WEST TTL RTN BD ADMIN MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 236 | Pooled Separate Account | $1.9M | 20.8% |
| VANGUARD EQUITY-INCOME ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 333 | Pooled Separate Account | $867K | 9.3% |
| VANGUARD 500 INDEX ADMIRAL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 293 | Pooled Separate Account | $562K |
| — |
| CONTRACT ADMINISTRATOR |
| $14K |
| — |
| 6.0% |
| OAKMARK INTERNATIONAL INSTL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 252 | Pooled Separate Account | $435K | 4.7% |
| DFA EMERG MKT CORE EQTY I FD MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 384 | Pooled Separate Account | $425K | 4.6% |
| VANGUARD SMALL-CAP IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 178 | Pooled Separate Account | $261K | 2.8% |
| VANGUARD MID CAP INDEX ADMIRAL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 174 | Pooled Separate Account | $240K | 2.6% |
| DFA U.S. TARGETED VALUE PORT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 127 | Pooled Separate Account | $235K | 2.5% |
| JANUS HENDERSON TRITON N MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 223 | Pooled Separate Account | $152K | 1.6% |
| INVESCO EQUITY & INCOME MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $6K | <0.1% |
| VANGUARD ST BOND IDX ADM STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | $5K | <0.1% |
| VANGUARD REAL ESTATE INDEX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 254 | Pooled Separate Account | $171 | <0.1% |
