Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 82-3719843 | — | NONE | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEAR INVESTMENT REASEARCH, LLC | 46-3868027 | — | NONE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO | Mutual Funds | — | $12.6M | $11.6M | 48.5% | |
| Principal Life Insurance Company | Common Stocks | — | $1 | $8.4M | 35.3% | |
| PRINCIPAL LARGECAP S&P 500 INDEX SE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $8.4M | 35.3% | |
| PIMCO | Mutual Funds | — | $1.5M | $1.3M | 5.3% | |
| Vanguard | Mutual Funds | — | $1.2M | $1.0M | 4.2% | |
| Principal Life Insurance Company | Common Stocks | — | $1 | $869K | 3.6% | |
| PRINCIPAL LIQUID ASSETS SEPARATE AC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $869K | 3.6% | |
| PIMCO | Mutual Funds | — | $438K | $425K | 1.8% | |
| Fidelity | Mutual Funds | — | $293K | $293K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
