Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | 42-0127290 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHA INVESTMENT CONSULTANT GROUP | 39-1859759 | — | CONSULTANTS | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Other securities | — | $14.1M | $25.9M | 25.2% | |
| PIMCO Moderate Duration Fund | Other securities | — | $19.9M | $18.4M | 17.9% | |
| Baird Intermediate Bond Fund | Other securities | — | $19.4M | $18.4M | 17.9% | |
| Fidelity Mid Cap Index Fund | Other securities | — | $6.9M | $10.4M | 10.1% | |
| Artisan Small Cap Fund | Other securities | — | $5.0M | $5.2M | 5.0% | |
| DFA US Small Cap Value Fund | Other securities | — | $3.6M | $5.1M | 5.0% | |
| Columbia Pyrford International Stock Fund | Other securities | — | $5.0M | $5.0M | 4.8% | |
| Blackrock Strategic Income Opportunities Fund | Other securities | — | $4.2M | $4.1M | 4.0% | |
| DFA Emerging Markets Core Equity Fund | Other securities | — | $2.1M | $2.5M | 2.4% | |
| Clearbridge International Growth Trust Fund | Common Collective Trusts | — | $2.1M | $2.5M | 2.4% | |
| DFA International Small Company Fund | Other securities | — | $2.2M | $2.5M | 2.4% | |
| WCM Focused International Growth Fund | Other securities | — | $2.1M | $2.4M | 2.3% | |
| Principal Deposit Sweep Program | Other securities | — | $28K | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
