This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STABLE VALUE FUND R1 WILMINGTON TRUST, N.A · EIN 85-4031707 / PN 653 | Common Collective Trust | $406K | 5.0% |
| PRINCIPAL LIFE TIME HYBRID 2010 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2015 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 002 |
Common Collective Trust |
| $0 |
| <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2020 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 003 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2025 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 000 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2030 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 005 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2035 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 006 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2040 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 007 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2045 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 008 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2050 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 009 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2055 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 010 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2060 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 012 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID 2065 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 013 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFE TIME HYBRID INCOME PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 011 | Common Collective Trust | $0 | <0.1% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | <0.1% |
