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 | $60K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMER CENT IN RETIRE TRUST I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $8.3M | 78.5% | |
| Am Cent Retire Dt 2025 Trust I Common/Collective Trust | Common Collective Trusts | — | — | $3.3M | 30.9% | |
| Am Cent In Retire Trust I Common/Collective Trust | Common Collective Trusts | — | — | $1.1M | 10.2% | |
| Am Cent Retire Dt 2035 Trust I Common/Collective Trust | Common Collective Trusts | — | — | $1.0M | 9.9% | |
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $839K | 8.0% | |
| Am Cent Retire Dt 2045 Trust I Common/Collective Trust | Common Collective Trusts | — | — | $819K | 7.8% | |
| Am Cent Retire Dt 2040 Trust I Common/Collective Trust | Common Collective Trusts | — | — | $615K | 5.8% | |
| Am Cent Retire Dt 2030 Trust I Common/Collective Trust | Common Collective Trusts | — | — | $553K | 5.2% | |
| AB Large Cap Growth Z Fund Mutual Fund | Other securities | — | — | $436K | 4.1% | |
| Am Cent Retire Dt 2055 Trust I Common/Collective Trust | Common Collective Trusts | — | — | $434K | 4.1% | |
| Am Cent Retire Dt 2050 Trust I Common/Collective Trust | Common Collective Trusts | — | — | $364K | 3.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $142K | 1.3% | |
| Notes receivable from Interest rates ranging from * participants 4.3% to 9.6% | Bonds / Notes | — | — | $125K | 1.2% | |
| Vanguard Intl Growth Adm Fd Mutual Fund | Other securities | — | — | $116K | 1.1% | |
| BlackRock Hlth Sci Ops K Fd Mutual Fund | Other securities | — | — | $102K | 1.0% | |
| Am Cent Retire Dt 2060 Trust I Common/Collective Trust | Common Collective Trusts | — | — | $93K | 0.9% | |
| John Hancock Disc Val MC R6 Fd Mutual Fund | Other securities | — | — | $80K | 0.8% | |
| PIMCO Income Institutional Fd Mutual Fund | Other securities | — | — | $67K | 0.6% | |
| Carillon Eagle MidCaGwth R6 Fd Mutual Fund | Other securities | — | — | $67K | 0.6% | |
| SSGA RUSSELL SC IDX SEC LND II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 040 | Common Collective Trust | — | — | $50K | 0.5% | |
| Principal Guaranteed Option Group annuity contract | Common Stock | — | — | $48K | 0.5% | |
| Columbia Overseas Value 13 Mutual Fund | Other securities | — | — | $46K | 0.4% | |
| SSGA SP MCP ID SEC LND SRS XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $38K | 0.4% | |
| Putnam Large Cap Value R6 Fund Mutual Fund | Other securities | — | — | $35K | 0.3% | |
| Am Cent One Chc 2065 Trust I Common/Collective Trust | Common Collective Trusts | — | — | $27K | 0.3% | |
| PGIM Total Ret Bond R6 Fd Mutual Fund | U.S. Treasuries | — | — | $25K | 0.2% | |
| Cohen & Steers I Realty Sh Fd Mutual Fund | Other securities | — | — | $23K | 0.2% | |
| MFS Intl Diversification R6 Fd Mutual Fund | Other securities | — | — | $21K | 0.2% | |
| JanusHenderson Triton N Mutual Fund | Other securities | — | — | $7K | <0.1% |
