Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEHENGE RETIREMENT PLANNERS LLC | 82-4032869 | LOS ANGELES, CA | ADVISOR | $21K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime 2030 Fund Institutional Class Mutual funds | Other securities | — | — | $1.2M | 20.0% | |
| THE STANDARD STABLE ASSET II STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 690 | Common Collective Trust | — | — | $1.1M | 18.1% | |
| Principal LifeTime 2020 Fund Institutional Class Mutual funds | Other securities | — | — | $533K | 8.7% | |
| Principal LifeTime 2035 Fund Institutional Class Mutual funds | Other securities | — | — | $481K | 7.8% | |
| Principal LifeTime 2045 Fund Institutional Class Mutual funds | Other securities | — | — | $402K | 6.5% | |
| Principal LargeCap S&P 500 Index Fund Mutual funds | Other securities | — | — | $384K | 6.2% | |
| Principal LifeTime 2055 Fund Institutional Class Mutual funds | Other securities | — | — | $381K | 6.2% | |
| Principal LifeTime 2050 Fund Institutional Class Mutual funds | Other securities | — | — | $371K | 6.0% | |
| Principal LifeTime 2040 Fund Institutional Class Mutual funds | Other securities | — | — | $314K | 5.1% | |
| Participant loans Interest rates from 4.25% to 9.50% $0 | Bonds / Notes | — | — | $171K | 2.8% | |
| Principal LifeTime 2060 Fund Institutional Class Mutual funds | Other securities | — | — | $130K | 2.1% | |
| Principal SmallCap Growth Fund Mutual funds | Other securities | — | — | $107K | 1.7% | |
| Principal LargeCap Growth Fund Mutual funds | Other securities | — | — | $82K | 1.3% | |
| MFS Global Equity Fund Mutual funds | Other securities | — | — | $78K | 1.3% | |
| Principal LifeTime 2065 Fund Institutional Class Mutual funds | Other securities | — | — | $52K | 0.8% | |
| Principal Equity Income Fund Institutional Class Mutual funds | Other securities | — | — | $49K | 0.8% | |
| Vanguard Total Bond Market Index Fund Mutual funds | Other securities | — | — | $47K | 0.8% | |
| Principal MidCap Value Fund I Institutional Class Mutual funds | Other securities | — | — | $36K | 0.6% | |
| Principal MidCap Growth Fund Institutional Class Mutual funds | Other securities | — | — | $35K | 0.6% | |
| Principal MidCap S&P 400 Index Fund Mutual funds | Other securities | — | — | $30K | 0.5% | |
| Principal SmallCap S&P 600 Index Fund Mutual funds | Other securities | — | — | $28K | 0.5% | |
| Principal LifeTime 2025 Fund Institutional Class Mutual funds | Other securities | — | — | $24K | 0.4% | |
| Principal LifeTime Strategic Income Fund Mutual funds | Other securities | — | — | $24K | 0.4% | |
| Vanguard Total International Stock Index Fund Mutual funds | Other securities | — | — | $23K | 0.4% | |
| Principal Core Plus Bond Fund Institutional Class Mutual funds | Other securities | — | — | $22K | 0.4% | |
| Principal SmallCap Value Fund Mutual funds | Other securities | — | — | $4K | <0.1% | |
| Principal LifeTime 2015 Fund Institutional Class Mutual funds | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
