Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVSIORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| ORENDA RETIREMENT LLC |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Investments Nuveen Lifecycle Index 2035 R6, 93,721.6675 shares | Other securities | — | — | $2.5M | 17.3% | |
| TIAA Investments Nuveen Lifecycle Index 2030 R6, 100,320.048 shares | Other securities | — | — | $2.4M | 16.7% | |
| TIAA Investments Nuveen Lifecycle Index 2025 R6, 66,872.993 shares | Other securities | — | — | $1.4M | 9.8% | |
| TIAA Investments Nuveen Lifecycle Index 2040 R6, 44,271.5813 shares | Other securities | — | — | $1.3M | 8.9% | |
| Fidelity Investments Fidelity 500 Index Fund, 4,509.6167 shares | Other securities | — | — | $921K | 6.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $610K | 4.2% | |
| TIAA Investments Nuveen Lifecycle Index 2045 R6, 18,590.9783 shares | Other securities | — | — | $574K | 4.0% | |
| TIAA Investments Nuveen Lifecycle Index 2050 R6, 18,088.9984 shares | Other securities | — | — | $570K | 3.9% | |
| PRINC STABLE VALUE Z FUND PRINCIPAL LIFE INSURANCE COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $515K | 3.5% | |
| TIAA Investments Nuveen Lifecycle Index 2020 R6, 27,099.5443 shares | Other securities | — | — | $511K | 3.5% | |
| TIAA Investments Nuveen Lifecycle Index 2055 R6, 19,001.5483 shares | Other securities | — | — | $484K | 3.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $380K | 2.6% | |
| shares ** 13 TIAA Investments Nuveen Lifecycle Index 2015 R6, 20,895.8429 shares | Other securities | — | — | $355K | 2.4% | |
| PRINCIPAL DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $220K | 1.5% | |
| Various Plan Notes receivable (interest rates from Participants 5.25% to 9.50%) | Bonds / Notes | — | — | $205K | 1.4% | |
| Oppenheimer Inv DS MP GTH R6 Fd, 5,472.9106 shares | Other securities | — | — | $188K | 1.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $186K | 1.3% | |
| PRIN SMALLCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $174K | 1.2% | |
| TIAA Investments Nuveen Lifecycle Index 2060 R6, 5,431.6311 shares | Other securities | — | — | $107K | 0.7% | |
| PIMCO Income Institution Fund, 5,878.7814 shares | Other securities | — | — | $62K | 0.4% | |
| (E) | Other securities | — | — | $51K | 0.3% | |
| TIAA Investments Nuveen Lifecycle Index 2065 R6, 3,565.5736 shares | Other securities | — | — | $51K | 0.3% | |
| PRINCIPAL US PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $50K | 0.3% | |
| The American Funds New World R6, Funds 620.8562 shares | Other securities | — | — | $48K | 0.3% | |
| Victory Funds Sycamore Established Value R6, 934.9615 shares | Other securities | — | — | $43K | 0.3% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $11K | <0.1% | |
| Fidelity Investments | Other securities | — | — | $8K | <0.1% | |
| Fidelity Investments | Other securities | — | — | $8K | <0.1% | |
| Principal Smallcap Value II, 124.6412 shares | Other securities | — | — | $7K | <0.1% | |
| PRINC SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Cohen and Steers | Other securities | — | — | $7K | <0.1% | |
| Fidelity Investments GLB ex US Index Fund, 298.973 shares | Other securities | — | — | $4K | <0.1% | |
| PRINCIPAL LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-1027290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-1027290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 IDX SA-R3 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4877979 |
| — |
| CONTRACT ADMINISTRATOR |
| $9K |
| — |
