| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 42-1520346 | — | NONE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PALISADE CAPITAL MANAGEMENT LLC | 22-3330049 | — | NONE |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| $46K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCREADY AND KEENE, INC. | 35-0500670 | — | NONE | $104K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $62K | — |
| SAWGRASS ASSET MANAGMENT LLC | 59-3488505 | — | NONE | $40K | — |
| MONDRIAN INVESTMENT GROUP | 56-2475915 | — | NONE | $18K | — |
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $13K | — |
