Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln National Life Insurance Company Insurance Company General Account - Lincoln Stable Value, at contract value # | Other securities | — | — | $8.2M | 13.3% | |
| American Funds Service Company Am Fds Trgt Dte Rim 2025 R4 Fd # | Other securities | — | — | $6.2M | 10.2% | |
| American Funds Service Company Am Fds Trgt Dte Rim 2035 R4 Fd # | Other securities | — | — | $5.1M | 8.3% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2020 R4 Fd # | Other securities | — | — | $4.3M | 7.0% | |
| American Funds Service Company Am Fds Trgt Dte Rim 2040 R4 Fd # | Other securities | — | — | $4.2M | 6.8% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2030 R4 Fd # | Other securities | — | — | $3.9M | 6.4% | |
| Principal Funds, Inc. Principal Blue Chip Inst Fund # | Common Stock | — | — | $3.4M | 5.6% | |
| Principal Funds, Inc. Prin LgCap S&P 500 Idx R5 Fund # | Common Stock | — | — | $3.0M | 4.8% | |
| American Funds Service Company Am Fds Trgt Dte Rim 2045 R4 Fd # | Other securities | — | — | $2.6M | 4.2% | |
| Principal Funds, Inc. Principal Cap App Inst Fund # | Common Stock | — | — | $2.4M | 3.9% | |
| Principal Funds, Inc. Prin LgCap Growth I Inst Fund # | Common Stock | — | — | $2.2M | 3.6% | |
| American Funds Service Company Am Fds New Persp R4 Fund # | Other securities | — | — | $1.7M | 2.8% | |
| American Funds Service Company Am Fds Rtm Inc Port Cons R4 # | Common Stock | — | — | $1.6M | 2.6% | |
| Fidelity Investments Fidelity Adv Small Cap I Fund # | Other securities | — | — | $1.4M | 2.2% | |
| Russell Investment Company Russell Inv Grade Bond S Fund # | Other securities | — | — | $1.2M | 1.9% | |
| Principal Funds, Inc. Prin MidCap S&P 400 Idx R5 Fd # | Common Stock | — | — | $1.0M | 1.7% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2050 R4 Fd # | Other securities | — | — | $1.0M | 1.7% | |
| Principal Funds, Inc. Prin LgCap Value III Inst Fund # | Common Stock | — | — | $996K | 1.6% | |
| Principal Funds, Inc. Principal Core Plus Inst Fd # | Common Stock | — | — | $976K | 1.6% | |
| The American Funds Am Funds Balanced R4 Fund # | Other securities | — | — | $731K | 1.2% | |
| Principal Funds, Inc. Prin MidCap Value I Inst Fund # | Common Stock | — | — | $712K | 1.2% | |
| The American Funds Am Fds EuroPacific GrtbR4 Fd # | Other securities | — | — | $679K | 1.1% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2055 R4 Fd # | Other securities | — | — | $618K | 1.0% | |
| Principal Funds, Inc. Prin SmCap S&P 600 Idx R5 Fd # | Common Stock | — | — | $586K | 1.0% | |
| Principal Funds, Inc. Prin Real Estate Secs Inst Fd # | Common Stock | — | — | $584K | 1.0% | |
| Principal Funds, Inc. Prin MidCap Growth Inst Fund # | Common Stock | — | — | $494K | 0.8% | |
| Principal Funds, Inc. Prin MidCap Growth III R5 Fund # | Common Stock | — | — | $477K | 0.8% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2015 R4 Fd # | Other securities | — | — | $427K | 0.7% | |
| Principal Funds, Inc. Prin SmallCap Growth I Inst Fd # | Common Stock | — | — | $379K | 0.6% | |
| Participant loans Range of interest rates - 3.25% to 8.50%, with various maturities | Bonds / Notes | — | — | $196K | 0.3% | |
| American Funds Service Company Am Fds Tigt Dte Rtm 2060 R4 Fd # | Other securities | — | — | $110K | 0.2% | |
| (E) | Other securities | — | $6K | $41K | <0.1% | |
| American Funds Service Company Am Fds Trgt Dte Rim 2065 R4 Fd # | Other securities | — | — | $41K | <0.1% | |
| (E) | Other securities | — | — | $21K | <0.1% | |
| American Funds Service Company American Fds New World R4 Fund # | Other securities | — | — | $21K | <0.1% | |
| American Funds Service Company Am Fds Trgt Dte Rim 2010 R4 Fd # | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
