Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $8.2M | 50.8% | |
| PGIM Global Total Ret R6 Fd | Other securities | — | $0 | $2.3M | 14.5% | |
| Vanguard Value Index Adm Fund | Other securities | — | $0 | $1.7M | 10.8% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stock | — | $0 | $1.7M | 10.6% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $1.1M | 6.9% | |
| Vanguard Growth Index Adm Fund | Other securities | — | $0 | $1.0M | 6.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.0M | 6.5% | |
| PIMCO Income Institutional Fd | Other securities | — | $0 | $1.0M | 6.4% | |
| Morley Stable Value Fund | Other securities | — | $0 | $865K | 5.4% | |
| Fidelity 500 Index Fund | Other securities | — | $0 | $517K | 3.2% | |
| NUVEEN TIAA LC IDX 2065 CL J | Other securities | — | $0 | $468K | 2.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $468K | 2.9% | |
| NUVEEN TIAA LC IDX 2055 CL J | Other securities | — | $0 | $424K | 2.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $424K | 2.6% | |
| Lord Abbett Sht Drtn Inc R6 Fd | Common Stock | — | $0 | $418K | 2.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $411K | 2.5% | |
| NUVEEN TIAA LC IDX 2045 CL J | Other securities | — | $0 | $411K | 2.5% | |
| American Centur Mid-Cap Val R6 | Other securities | — | $0 | $403K | 2.5% | |
| INV DISCOV R6 FD | Other securities | — | $0 | $391K | 2.4% | |
| NUVEEN TIAA LC IDX 2030 CL J | Other securities | — | $0 | $381K | 2.4% | |
| Prin Real Estate Secs SA-Z | Common Stock | — | $0 | $373K | 2.3% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | $0 | $327K | 2.0% | |
| NUVEEN TIAA LC IDX 2035 CL J | Other securities | — | $0 | $307K | 1.9% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $244K | 1.5% | |
| NUVEEN TIAA LC IDX 2040 CL J | Other securities | — | $0 | $222K | 1.4% | |
| NUVEEN TIAA LC IDX 2050 CL J | Other securities | — | $0 | $205K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $205K | 1.3% | |
| AMER BEACON SM CP VAL R6 FD | Other securities | — | $0 | $158K | 1.0% | |
| Am FdCap Wld Gth and In R6 Fnd | Other securities | — | $0 | $152K | 0.9% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Stock | — | $0 | $137K | 0.9% | |
| JP Morgan US Res En Eq R6 Fd | Other securities | — | $0 | $130K | 0.8% | |
| Prin LargeCap Growth I SA-Z | Common Stock | — | $0 | $114K | 0.7% | |
| AMERICAN FUNDS NEWWORLD R6 | Other securities | — | $0 | $110K | 0.7% | |
| NUVEEN TIAA LC IDX 2025 CL J | Other securities | — | $0 | $108K | 0.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $104K | 0.6% | |
| NUVEEN TIAA LC IDX 2060 CL J | Other securities | — | $0 | $104K | 0.6% | |
| NUVEEN TIAA LC IDX RET INC J | Common Stock | — | $0 | $99K | 0.6% | |
| Prin MidCap Sep Acct-Z | Other securities | — | $0 | $58K | 0.4% | |
| NUVEEN TIAA LC IDX 2020 CL J | Other securities | — | $0 | $17K | 0.1% | |
| Participant Loans | Participant loans | — | $0 | $65 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
