Bonnie Moynihan signed Municipal Securities Rulemaking Board's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Municipal Securities Rulemaking Board's EIN is 52-1042433.
Download the official 2024 Form 5500 (PDF) for Municipal Securities Rulemaking Board from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Municipal Securities Rulemaking Board's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS AGENCY LLC | 54-0910269 | — | OTHER SERVICES | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT L |
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $7.2M | 13.5% | |
| Prin LifeTime Hy 2050 CIT U | Common Collective Trusts | — | — | $7.2M | 13.5% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.5M | 12.3% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | — | $6.5M | 12.3% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.4M | 10.1% | |
| Prin SmCap Growth I Sep Acct-Z | Pooled Separate Accounts | — | — | $4.6M | 8.6% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.6M | 8.6% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | — | $4.0M | 7.6% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.0M | 7.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.2M | 5.9% | |
| Prin LifeTime Hy Inc CIT U | Common Collective Trusts | — | — | $3.2M | 5.9% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | — | $3.1M | 5.9% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.6M | 4.9% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.2M | 4.1% | |
| Principal Stable Value Z Fund | Stable Value | — | — | $2.0M | 3.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.0M | 3.7% | |
| Prin SmCap Value II Sep Acct-Z | Pooled Separate Accounts | — | — | $1.7M | 3.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.7M | 3.1% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | — | $1.6M | 3.0% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 3.0% | |
| PRINCIPAL MID-CAP EQ FD TIER I | Other securities | — | — | $1.5M | 2.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.3M | 2.5% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | — | $1.3M | 2.5% | |
| PRINCIPAL MID-CAP EQ FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $797K | 1.5% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | — | $797K | 1.5% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $777K | 1.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $648K | 1.2% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | — | $648K | 1.2% | |
| Prin LifeTime Hyb 2070 CIT U | Common Collective Trusts | — | — | $645K | 1.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $645K | 1.2% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $559K | 1.1% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $366K | 0.7% | |
| Participant Loans | Participant loans | — | — | $351K | 0.7% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | — | $346K | 0.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $346K | 0.7% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $338K | 0.6% | |
| Prin Equity Income SA-Z | Common Stocks | — | — | $338K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $262K | 0.5% | |
| Prin LifeTime HB 2035 CIT U | Common Collective Trusts | — | — | $262K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $195K | 0.4% | |
| Prin LifeTime HB 2040 CIT U | Common Collective Trusts | — | — | $195K | 0.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $188K | 0.4% | |
| Prin LifeTime HB 2045 CIT U | Common Collective Trusts | — | — | $182K | 0.3% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $182K | 0.3% | |
| Fidelity Adv Intl Sm Cp Z Fd | Mutual Funds | — | — | $147K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $48K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $26K | <0.1% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $26K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $20K | <0.1% |
