Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP SECURITIE | 63-0879387 | — | INVESTMENT ADVISORY | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LgCap Growth I R6 Fund | Other securities | — | $0 | $3.0M | 10.3% | |
| Prin LifeTime 2035 Inst Fund | Other securities | — | $0 | $2.9M | 9.9% | |
| Prin LifeTime Str Inc Inst Fd | Common Stock | — | $0 | $2.6M | 8.9% | |
| Prin Inflation Prot Inst Fund | Other securities | — | $0 | $2.4M | 8.1% | |
| Prin LifeTime 2025 Inst Fund | Other securities | — | $0 | $2.2M | 7.6% | |
| Vanguard 500 Index Admiral Fd | Other securities | — | $0 | $2.0M | 6.7% | |
| PGIM Jennison Nat Res R6 Fd | Other securities | — | $0 | $1.8M | 6.2% | |
| PIM Com Real Ret Stra Instl Fd | Common Stock | — | $0 | $1.7M | 5.6% | |
| Prin LifeTime 2030 Inst Fund | Other securities | — | $0 | $1.6M | 5.5% | |
| Vic Mun Mid-Cp Core Grth R6 Fd | Other securities | — | $0 | $1.4M | 4.9% | |
| Vanguard Mid Cap Index Adm Fd | Other securities | — | $0 | $1.1M | 3.6% | |
| Prin LifeTime 2040 Inst Fund | Other securities | — | $0 | $1.0M | 3.5% | |
| Vanguard Sm Cap Index Adm Fund | Other securities | — | $0 | $1.0M | 3.4% | |
| Prin Fixed Inc Guar Option | Common Stock | — | $0 | $912K | 3.1% | |
| Franklin Gold & Prec Met R6 Fd | Other securities | — | $0 | $660K | 2.2% | |
| Prin Glbl Emerg Mkts R6 Fund | Other securities | — | $0 | $510K | 1.7% | |
| Prin RE Secs R6 Fund | Other securities | — | $0 | $437K | 1.5% | |
| Prin LifeTime 2070 Inst Fund | Other securities | — | $0 | $422K | 1.4% | |
| PGIM Global | Other securities | — | $0 | $349K | 1.2% | |
| Principal Core Plus Bd Inst Fd | Other securities | — | $0 | $251K | 0.8% | |
| Participant Loans | Participant loans | — | $0 | $229K | 0.8% | |
| Prin SmallCap Value II R6 Fd | Other securities | — | $0 | $223K | 0.8% | |
| Prin MidCap Value I R6 Fund | Other securities | — | $0 | $178K | 0.6% | |
| Principal Cap App Inst Fund | Other securities | — | $0 | $126K | 0.4% | |
| Prin Equity Income Inst Fund | Other securities | — | $0 | $111K | 0.4% | |
| Invesco Int'l Bond R6 Fund | Other securities | — | $0 | $104K | 0.4% | |
| Prin LifeTime 2060 Inst Fund | Other securities | — | $0 | $64K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $47K | 0.2% | |
| AB High Income Z Fund | Other securities | — | $0 | $40K | 0.1% | |
| Prin LifeTime 2055 Inst Fund | Other securities | — | $0 | $30K | <0.1% | |
| Carillon Eagle SmlCaGwth R6 Fd | Other securities | — | $0 | $18K | <0.1% | |
| Prin LifeTime 2050 Inst Fund | Other securities | — | $0 | $15K | <0.1% | |
| Prin LifeTime 2045 Inst Fund | Other securities | — | $0 | $5K | <0.1% | |
| Prin LifeTime 2065 Inst Fund | Other securities | — | $0 | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
