Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds, Inc. Principal LifeTime 2040 Fund | Common Stock | — | — | $952K | 13.7% | |
| Principal Funds, Inc. Principal LifeTime 2035 Fund | Common Stock | — | — | $845K | 12.2% | |
| Principal Funds, Inc. Principal LifeTime 2030 Fund | Common Stock | — | — | $812K | 11.7% | |
| Principal Funds, Inc. Principal LifeTime 2045 Fund | Common Stock | — | — | $553K | 8.0% | |
| Principal Funds, Inc. Principal LifeTime 2050 Fund | Common Stock | — | — | $535K | 7.7% | |
| American Funds Fundamental Investment R6 Fund | Mutual Funds | — | — | $453K | 6.5% | |
| Principal Funds, Inc. Large Cap Growth I R6 Fund | Common Stock | — | — | $387K | 5.6% | |
| MFS Value R6 Fund | Other securities | — | — | $348K | 5.0% | |
| Principal Funds, Inc. Principal LifeTime 2025 Fund | Common Stock | — | — | $326K | 4.7% | |
| Participant Loans (Notes Receivable from Participants) 5.25% - 10.50% - | Bonds / Notes | — | — | $314K | 4.5% | |
| PIMCO Funds Income Institutional Fund | Other securities | — | — | $276K | 4.0% | |
| Principal Funds, Inc. Principal LifeTime 2055 R3 | Common Stock | — | — | $232K | 3.3% | |
| Principal Funds, Inc. Principal LifeTime 2015 Fund | Common Stock | — | — | $167K | 2.4% | |
| Principal Funds, Inc. Principal LifeTime 2060 Fund | Common Stock | — | — | $142K | 2.0% | |
| Principal Funds, Inc. Midcap S&P 400 Index R6 Fund | Common Stock | — | — | $123K | 1.8% | |
| Principal Funds, Inc. Principal LifeTime 2020 Fund | Common Stock | — | — | $109K | 1.6% | |
| Principal Funds, Inc. Midcap Value I R6 Fund | Common Stock | — | — | $80K | 1.1% | |
| Principal Funds, Inc. Small Cap S&P 600 Index R6 Fund | Common Stock | — | — | $60K | 0.9% | |
| MFS Global Equity R6 Fund | Other securities | — | — | $38K | 0.6% | |
| Principal Funds, Inc. Principal LifeTime 2065 Inst Fund | Common Stock | — | — | $36K | 0.5% | |
| American Funds New World R6 Fund | Other securities | — | — | $31K | 0.4% | |
| American Funds Small Cap World R6 Fund | Other securities | — | — | $28K | 0.4% | |
| Principal Funds, Inc. Principal LifeTime Str Inc Inst Fund | Common Stock | — | — | $23K | 0.3% | |
| Invesco Funds Discovery Mid Cap Growth R6 Fund | Other securities | — | — | $21K | 0.3% | |
| PGIM Investments Small Co R6 Fund | Common Stock | — | — | $19K | 0.3% | |
| Franklin Templeton Small Cap Value R Fund | Other securities | — | — | $9K | 0.1% | |
| Principal Funds, Inc. International Equity Index R3 Fund | Common Stock | — | — | $8K | 0.1% | |
| Metropolitan Life Insurance Mid Cap Stock Index Fund | Other securities | — | — | $5K | <0.1% | |
| Neuberger Berman Genesis Fund | Other securities | — | — | $5K | <0.1% | |
| Sycamore Mid Cap Value Portfolio Fund | Other securities | — | — | $4K | <0.1% | |
| MFS Research International Fund | Other securities | — | — | $3K | <0.1% | |
| MSCI EAFE Index Fund | Other securities | — | — | $3K | <0.1% | |
| Western Asset Management Strategic Bond Fund | Other securities | — | — | $1K | <0.1% | |
| Franklin Templeton Global Bond Fund R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILSHIRE ADVISORS LLC |
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
