Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | — | RALEIGH, NC | CONSULTANT | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Other securities | — | — | $1.6M | 14.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.5M | 13.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 10.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $924K | 8.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $904K | 8.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $810K | 7.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $676K | 6.0% | |
| MainStay Winslow Large Cap Growth I Fund | Other securities | — | — | $647K | 5.8% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Other securities | — | — | $509K | 4.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $497K | 4.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $462K | 4.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $394K | 3.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $336K | 3.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $178K | 1.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $124K | 1.1% | |
| Vanguard Group Vanguard International Growth Admiral Fund | Common Stock | — | — | $121K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $62K | 0.5% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Mid Cap Value R6 Fund | Common Stock | — | — | $39K | 0.3% | |
| Fidelity Management & Research Fidelity Total Bond K6 Fund | Other securities | — | — | $25K | 0.2% | |
| T. Rowe Price Associates, Inc. T Rowe Price Int US Small-Cap Growth Fund T. Rowe Price Associates, Inc. T. Rowe Price Mid-Cap Equity Growth Fund | Common Stock | — | — | $25K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $19K | 0.2% | |
| PIMCO Funds PIMCO Income Institutional Fund | Other securities | — | — | $15K | 0.1% | |
| MFS Investment Management MFS International Intrinsic Value R3 Fund | Other securities | — | — | $12K | 0.1% | |
| American Beacon Amer Beacon Sm Cp Val Inv Fund | Other securities | — | — | $12K | 0.1% | |
| John Hancock Advisors, LLC John Hancock Disc VI R6 Fund | Other securities | — | — | $12K | 0.1% | |
| Capital Research and Management Co. American Funds Europacific Growth R6 Fund | Common Stock | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
