Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fund | Common Stock | — | — | $2.5M | 15.1% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Other securities | — | — | $2.3M | 13.9% | |
| Dimensional Fund Advisors DFA Global Equity I Fund | Other securities | — | — | $1.8M | 10.5% | |
| Massachusetts Financial Svc. Co. MFS Growth Fund R6 | Common Stock | — | — | $1.6M | 9.7% | |
| Carillon Tower Advisors Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $1.2M | 7.3% | |
| PIMCO Funds PIMCO RAE US Small Institutional Fund | Other securities | — | — | $1.1M | 6.4% | |
| Vanguard Group Vanguard Equity-Income Admiral Fund | Common Stock | — | — | $1.0M | 6.2% | |
| Capital Research and Mgmt. Co. American Funds EuroPacific Growth Fund R6 | Common Stock | — | — | $950K | 5.7% | |
| PGIM Investments, LLC PGIM Total Return Bond Fund R6 | Other securities | — | — | $798K | 4.8% | |
| Janus Henderson Janus Henderson Multi-Sector Income N Fund | Other securities | — | — | $674K | 4.0% | |
| Capital Research and Mgmt. Co. American Funds American Balanced Fund R6 | Common Stock | — | — | $555K | 3.3% | |
| Notes receivable from participants Interest rates from 2.25% to 7.50% | Bonds / Notes | — | — | $359K | 2.2% | |
| American Century Inv. Mgmt. American Century Mid Cap Value Fund R6 | Other securities | — | — | $279K | 1.7% | |
| Alliance Bernstein AB Small CAP Growth Portfolio Z Fund | Other securities | — | — | $272K | 1.6% | |
| Fidelity Advisor Focused Emerging Markets Z | Other securities | — | — | $266K | 1.6% | |
| Fidelity Investments Fund Fidelity Investments Fidelity Mid Cap Index Fund | Other securities | — | — | $220K | 1.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Other securities | — | — | $136K | 0.8% | |
| John Hancock Alternative Asset Allocation | Other securities | — | — | $121K | 0.7% | |
| John Hancock Advisors, LLC Fund R6 * Principal Real Estate Investments Principal Real Estate Securities Fund R6 | Other securities | — | — | $115K | 0.7% | |
| Prudential Retirement Insurance and Annuity Company Prudential Guaranteed Income Fund | Other securities | — | — | $64K | 0.4% | |
| (E) | Other securities | — | — | $64K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
