This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | $480K | 27.7% |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | $322K | 18.6% |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | $211K | 12.2% |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | $210K | 12.1% |
| RETIREPILOT CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 38-7289867 / PN 001 | Common Collective Trust | $200K | 11.5% |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | $164K | 9.5% |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | $90K | 5.2% |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | $29K | 1.7% |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | $26K | 1.5% |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | $229 | <0.1% |
| RETIREPILOT CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304100 / PN 001 | Common Collective Trust | $0 | <0.1% |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | $0 | <0.1% |
