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 |
|---|---|---|---|---|---|
| BOLTON PARTNERS, LLC | — | TOWSON, MD | NONE | $53K | — |
| PRINCIPAL FINANCIAL GROUP, INC. | 42-1520346 | DES MOINES, IA | NONE | $12K | — |
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 |
|---|---|---|---|
| LARGECAP S&P 500 INDEX SA-Z PRINCIPAL FINANCIAL GROUP · EIN 42-0127290 / PN 016 | Pooled Separate Account | $1.6M | 23.5% |
| LIQUID ASSETS SEPARATE ACCT-Z PRINCIPAL FINANCIAL GROUP · EIN 42-0127290 / PN 024 | Pooled Separate Account | $1.3M | 18.5% |
| BOND MARKET INDEX SA-Z PRINCIPAL FINANCIAL GROUP · EIN 42-0127290 / PN 122 |
Pooled Separate Account |
| $1.0M |
| 14.9% |
| SMALLCAP S&P 600 INDEX SA-Z PRINCIPAL FINANCIAL GROUP · EIN 42-0127290 / PN 028 | Pooled Separate Account | $660K | 9.6% |
| MIDCAP S&P 400 INDEX SA-Z PRINCIPAL FINANCIAL GROUP · EIN 42-0127290 / PN 023 | Pooled Separate Account | $658K | 9.6% |
