Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $486K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $159K | — |
| USI CONSULTING GROUP | — | GLASTONBURY, CT | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL/BLACKROCK U.S. AGGREGAT PRINCIPAL TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | $22.2M | $23.2M | 37.6% | |
| PRINCIPAL/BLACKROCK S&P 500 INDEX PRINCIPAL TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $2.8M | $7.7M | 12.5% | |
| PRINCIPAL/BLACKROCK INTERNATIONAL PRINCIPAL TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $5.1M | $7.4M | 12.0% | |
| PRINCIPAL/BLACKROCK LARGE CAP VAL PRINCIPAL TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | $2.9M | $5.9M | 9.6% | |
| PRINCIPAL/BLACKROCK LARGE CAP GRO PRINCIPAL TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | $2.2M | $5.8M | 9.4% | |
| PRINCIPAL/BLACKROCK S&P MIDCAP IN PRINCIPAL TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $2.7M | $5.1M | 8.3% | |
| PRINCIPAL/BLACKROCK RUSSELL 2000 PRINCIPAL TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | $2.0M | $2.9M | 4.7% | |
| Vanguard | Mutual Funds | — | $1.8M | $1.9M | 3.0% | |
| Principal/BlackRock | Other securities | — | $1.8M | $1.8M | 2.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
