Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $82K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity investments Fidelity 500 index fund # | Other securities | — | — | $7.2M | 15.9% | |
| Fidelity investments Fidelity freedom index 2040 fund # | Other securities | — | — | $4.5M | 9.9% | |
| Fidelity investments Fidelity freedom index 2045 fund # | Other securities | — | — | $3.5M | 7.7% | |
| Fidelity investments Fidelity freedom index 2050 fund # | Other securities | — | — | $3.1M | 6.9% | |
| Fidelity investments Fidelity freedom index 2030 fund # | Other securities | — | — | $2.6M | 5.9% | |
| Principal Life Insurance Company Principal fixed income guaranteed option, at # | Other securities | — | — | $2.5M | 5.6% | |
| Fidelity investments Fidelity freedom index 2025 fund # | Other securities | — | — | $2.4M | 5.3% | |
| Fidelity investments Fidelity freedom index 2055 fund # | Other securities | — | — | $2.0M | 4.3% | |
| Fidelity investments Fidelity small cap index fund # | Other securities | — | — | $1.8M | 3.9% | |
| JP Morgan Funds Large cap growth r6 fund # | Other securities | — | — | $1.7M | 3.8% | |
| Vanguard Group Equity income adm fund # | Common Stock | — | — | $1.6M | 3.5% | |
| Fidelity investments Fidelity freedom index 2035 fund # | Other securities | — | — | $1.5M | 3.3% | |
| Fidelity investments Fidelity mid cap index fund # | Other securities | — | — | $1.2M | 2.6% | |
| Fidelity investments Fidelity international index fund # | Other securities | — | — | $999K | 2.2% | |
| Principal Life Insurance Company Self-directed broker account # | Other securities | — | — | $973K | 2.2% | |
| MFS Investment Management International diversifications r6 funds # | Other securities | — | — | $958K | 2.1% | |
| Victory Pioneer bond k fund # | Other securities | — | — | $952K | 2.1% | |
| contract value Loans to participants, interest rates ranging * Notes Receivable from Participants from 3.25% to 10.50% with various maturities # | Bonds / Notes | — | — | $848K | 1.9% | |
| Fidelity investments Fidelity freedom index income fund # | Other securities | — | — | $800K | 1.8% | |
| Fidelity investments Fidelity freedom index 2060 fund # | Other securities | — | — | $710K | 1.6% | |
| Fidelity investments Fidelity US bond index fund # | Other securities | — | — | $668K | 1.5% | |
| BlackRock Mid cap growth eq k fund # | Other securities | — | — | $575K | 1.3% | |
| Wells Fargo Allspring spec m cap value r6 fund # | Other securities | — | — | $519K | 1.2% | |
| Vanguard Group Real estate index adm fund # | Common Stock | — | — | $402K | 0.9% | |
| Fidelity investments Fidelity freedom index 2065 fund # | Other securities | — | — | $316K | 0.7% | |
| Fidelity investments Fidelity freedom index 2020 fund # | Other securities | — | — | $315K | 0.7% | |
| Alliance Bernstein AB small cap growth portfolio z fund # | Other securities | — | — | $241K | 0.5% | |
| American Century Investments Small cpa val r6 fund # | Other securities | — | — | $219K | 0.5% | |
| Fidelity investments Fidelity emerg market index fund # | Other securities | — | — | $91K | 0.2% | |
| (E) | Other securities | — | — | $26K | <0.1% | |
| PGIM Investments PGIM high yield r6 # | Other securities | — | — | $26K | <0.1% | |
| Fidelity investments Fidelity freedom index 2015 fund # | Other securities | — | — | $13K | <0.1% | |
| Fidelity investments Fidelity freedom index 2010 fund # | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
