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 | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Short Term Fund Institutional Fund | Other securities | — | — | $1.6M | 15.5% | |
| Fidelity 500 Index Fund | Other securities | — | — | $1.0M | 10.1% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $854K | 8.4% | |
| American Funds American Funds Fundamental Investors R6 Fund | Other securities | — | — | $837K | 8.2% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $683K | 6.7% | |
| Fidelity Contrafund K6 Fund | Other securities | — | — | $608K | 6.0% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $575K | 5.7% | |
| Vanguard Target Retirement Income Investment Fund | Other securities | — | — | $463K | 4.6% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $447K | 4.4% | |
| PGIM Total Retirement Bond R6 Fund | U.S. Treasuries | — | — | $421K | 4.1% | |
| Baron Growth Retail Fund | Other securities | — | — | $400K | 3.9% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $319K | 3.1% | |
| Artisan Mid Cap Investors Fund | Other securities | — | — | $317K | 3.1% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $295K | 2.9% | |
| American Funds American Funds EuroPacific Growth Fund R6 | Other securities | — | — | $202K | 2.0% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $180K | 1.8% | |
| Participants Participant Loans | Participant loans | — | — | $178K | 1.8% | |
| Allspring Special Mid Cap Value Fund R6 $$ | Mutual Funds | — | — | $176K | 1.7% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $174K | 1.7% | |
| Dodge & Cox Dodge & Cox Stock I Fund | Other securities | — | — | $131K | 1.3% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $95K | 0.9% | |
| (E) | Other securities | — | — | $95K | 0.9% | |
| Harbor International Harbor International Institutional Fund | Other securities | — | — | $83K | 0.8% | |
| Neuberger Berman Neuberger Berman Sustain Equity Trust Fund | Common Collective Trusts | — | — | $75K | 0.7% | |
| Fidelity Small Cap Value Fund | Other securities | — | — | $38K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Other securities | — | — | $4K | <0.1% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $2K | <0.1% | |
| Fidelity International Index Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
