Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Other securities | — | — | $1.2M | 29.2% | |
| Principal Life Insurance Company Principal Core Fixed Income | Other securities | — | — | $747K | 18.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $747K | 18.6% | |
| Fidelity Investments Fidelity Total International Index Fund | Other securities | — | — | $438K | 10.9% | |
| John Hancock John Hancock Disciplined Value Fund | Other securities | — | — | $394K | 9.8% | |
| MainStay Funds NYLI Winslow Large Cap Growth Fund | Other securities | — | — | $291K | 7.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Other securities | — | — | $242K | 6.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Other securities | — | — | $215K | 5.4% | |
| SEI TRUST COMPANY Allspring Special Small Cap Value Fund | Other securities | — | — | $158K | 3.9% | |
| Legg Mason ClearBridge Small Cap Growth Fund | Other securities | — | — | $101K | 2.5% | |
| Delaware Investments Delaware Small Cap Core Fund | Other securities | — | — | $64K | 1.6% | |
| Hartford Mutual Funds Hartford Core Equity Fund | Other securities | — | — | $62K | 1.6% | |
| Notes receivable from participants (interest rates of 4.25% to 8.00%; | Bonds / Notes | — | — | $58K | 1.4% | |
| The American Funds American Funds New World Fund Inc | Common Stock | — | — | $57K | 1.4% | |
| Vanguard Group Vanguard LifeStrategy Growth Fund | Common Stock | — | — | $4K | 0.1% | |
| BlackRock High Yield Portfolio | Other securities | — | — | $3K | <0.1% | |
| Similar Party Description of Investment (Unaudited) American Century Investments American Century Inflation Adjusted Bond Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Other securities | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA LIFE INS. CO. · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
