Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $168K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTON HEALTHCARE INC | 61-1028725 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2035 Fund I Class 9,067,364 shares | Common Stock | — | — | $190.9M | 8.4% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2050 Fund I Class 9,921,488 shares | Common Stock | — | — | $187.8M | 8.3% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2045 Fund I Class 8,204,222 shares | Common Stock | — | — | $182.6M | 8.0% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2040 Fund I Class 5,806,212 shares | Common Stock | — | — | $177.5M | 7.8% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2030 Fund I Class 6,623,022 shares | Common Stock | — | — | $169.6M | 7.5% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2055 Fund I Class 8,228,763 shares | Common Stock | — | — | $163.8M | 7.2% | |
| Fidelty Management and Research Fidelity 500 Index Fund 799,387 shares | Other securities | — | — | $163.2M | 7.2% | |
| Principal Global Investors Principal Large Cap Growth I R6 8,244,364 shares | Other securities | — | — | $136.6M | 6.0% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2025 Fund I Class 7,320,271 shares | Common Stock | — | — | $121.2M | 5.3% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2060 Fund I Class 6,015,355 shares | Common Stock | — | — | $99.8M | 4.4% | |
| Principal Life Insurance Company Norton Healthcare Fixed Income Option | Other securities | — | — | $96.3M | 4.2% | |
| Principal Global Investors Principal Equity Income R5 Fund 1,616,473 shares | Other securities | — | — | $63.0M | 2.8% | |
| Vanguard Group Vanguard FTSE Social Index Fund 1,482,916 shares | Common Stock | — | — | $60.2M | 2.6% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2020 Fund I Class 2,567,414 shares | Common Stock | — | — | $47.7M | 2.1% | |
| Capital Research and Management Company American Funds EuroPacific Growth R6 Fund 851,048 shares | Other securities | — | — | $45.7M | 2.0% | |
| John Hancock John Hancock Bond R6 Rund 3,047,574 shares | Other securities | — | — | $40.7M | 1.8% | |
| Goldman Sachs Goldman Sachs Growth Opportunity Fund 2,598,126 shares | Other securities | — | — | $38.6M | 1.7% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2065 Fund I Class 2,627,170 shares | Common Stock | — | — | $33.8M | 1.5% | |
| Allspring Global Investments Allspring Spec Mid Cap Value A 655,747 shares | Other securities | — | — | $30.2M | 1.3% | |
| Participants Participant loans with interest rates of 4.25% to 10.50%, varying maturities | Bonds / Notes | — | — | $28.5M | 1.3% | |
| Fidelty Management and Research Fidelity Mid Cap Index Fund 797,326 shares | Other securities | — | — | $26.9M | 1.2% | |
| Fidelty Management and Research Fidelty Small Cap Index Fund 926,775 shares | Other securities | — | — | $25.7M | 1.1% | |
| American Century Investments American Century Small Cap Value I Fund 2,278,406 shares | Other securities | — | — | $24.1M | 1.1% | |
| PIMCO Funds PIMCO Income A Fund 1,797,314 shares | Other securities | — | — | $18.9M | 0.8% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2015 Fund I Class 1,222,963 shares | Common Stock | — | — | $15.4M | 0.7% | |
| American Century Investments American Century Real Estate R6 Fund 575,357 shares | Other securities | — | — | $15.2M | 0.7% | |
| Fidelty Management and Research Fidelity International IDX Fund 262,989 shares | Other securities | — | — | $12.5M | 0.5% | |
| Fidelty Management and Research Fidelity US Bond Index Fund 1,115,803 shares | Other securities | — | — | $11.4M | 0.5% | |
| Janus Henderson Janus Henderson Venture I 129,028 shares | Other securities | — | — | $10.9M | 0.5% | |
| Capital Research and Management Company American Funds NewWorld R6 118,665 shares | Other securities | — | — | $9.1M | 0.4% | |
| Vanguard Group Vanguard Federal Money Market Inv Fund 5,511,820 shares | Cash / Money Market | — | — | $5.5M | 0.2% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retirement I 2010 Fund I Class 279,756 shares | Common Stock | — | — | $4.2M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
