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 | DES MOINES, IA | CONTRACT ADMINISTRATOR | $2K | — |
| METRO BENEFITS, INC. | 25-1541083 | PITTSBURGH, PA | THIRD PARTY ADMINISTRATOR | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | Other securities | — | — | $2.0M | 15.8% | |
| T Rowe Price Retirement I 2035 Mutual Fund | Other securities | — | — | $1.3M | 10.6% | |
| T Rowe Price Retirement I 2040 I Mutual Fund | Other securities | — | — | $984K | 7.9% | |
| T Rowe Price Retirement I 2030 I Mutual Fund | Other securities | — | — | $937K | 7.5% | |
| T Rowe Price Retirement I 2045 Mutual Fund | Other securities | — | — | $768K | 6.1% | |
| Putnam Large Cap Value Fund Mutual Fund | Other securities | — | — | $730K | 5.8% | |
| Principal Guranteed Option Fully benefit-responsive investment contract | Other securities | — | — | $664K | 5.3% | |
| T Rowe Price Blue Chip Growth Fund Inc Mutual Fund | Common Stock | — | — | $629K | 5.0% | |
| Vanguard Small-Cap Index Fund Mutual Fund | Other securities | — | — | $516K | 4.1% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Other securities | — | — | $471K | 3.8% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Other securities | — | — | $320K | 2.6% | |
| Hartford Schroders International Stock Fund Mutual Fund | Other securities | — | — | $303K | 2.4% | |
| DFA Inflation Protected Securities Portfolio Mutual Fund | Other securities | — | — | $293K | 2.3% | |
| Fidelity US Bond Index Mutual Fund | Other securities | — | — | $273K | 2.2% | |
| T Rowe Price Retirement I 2050 Mutual Fund | Other securities | — | — | $270K | 2.2% | |
| T Rowe Price Retirement I 2025 Mutual Fund | Other securities | — | — | $258K | 2.1% | |
| American Balanced Fund Mutual Fund | Other securities | — | — | $209K | 1.7% | |
| Dodge & Cox Income Fund Mutual Fund | Other securities | — | — | $198K | 1.6% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Other securities | — | — | $173K | 1.4% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $165K | 1.3% | |
| Virtus Seix High Yield Fund Mutual Fund | Other securities | — | — | $126K | 1.0% | |
| T Rowe Price Retirement I 2055 Mutual Fund | Other securities | — | — | $119K | 1.0% | |
| Macquarie Small Cap Growth Fund Mutual Fund | Other securities | — | — | $115K | 0.9% | |
| American Century Heritage Fund Mutual Fund | Other securities | — | — | $113K | 0.9% | |
| GQG Partners Emerging Markets Equity Fund Mutual Fund | Other securities | — | — | $112K | 0.9% | |
| Vanguard FTSE Social Index Fund Mutual Fund | Other securities | — | — | $108K | 0.9% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $89K | 0.7% | |
| PRINCIPAL REAL ESTATE SECURITIES PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $87K | 0.7% | |
| T Rowe Price Retirement I 2060 Mutual Fund | Other securities | — | — | $64K | 0.5% | |
| T Rowe Price Retirement Balanced Fund Mutual Fund ** 84 T Rowe Price Retirement I 2020 Mutual Fund | Other securities | — | — | $53K | 0.4% | |
| Participant Loans 9.25% - maturing in June 2038 | Bonds / Notes | — | — | $48K | 0.4% | |
| T Rowe Price Retirement I 2065 Mutual Fund | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
