This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $25K | — |
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.
| % of plan | |||
|---|---|---|---|
| S&P 500 INDEX FUND F PRINCIPAL TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | $790K | 13.4% |
| S&P MIDCAP INDEX FUND F PRINCIPAL TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | $522K | 8.9% |
| FEDERATED TOTAL RETURN BOND CIT PRINCIPAL TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | $474K | 8.1% |
| CORE BOND CIT PRINCIPAL TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | $474K | 8.1% |
| DODGE & COX INTERMEDIATE BOND CIT PRINCIPAL TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | $473K | 8.0% |
| BLACKROCK INTERNATIONAL EQ IND CIT PRINCIPAL TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | $304K | 5.2% |
| T ROWE PRICE INSTL LARGE CAP GROWTH PRINCIPAL TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | $300K | 5.1% |
| AB LARGE CAPITAL GROWTH CIT PRINCIPAL TRUST COMPANY · EIN 92-1443848 / PN 001 | Common Collective Trust | $297K | 5.1% |
| MULTI-MANAGER SMALL CAP FUND PRINCIPAL TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | $296K | 5.0% |
| MFS VALUE CIT FUND PRINCIPAL TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | $239K | 4.1% |
| T ROWE PRICE INSTL EQU INC MGMT CIT PRINCIPAL TRUST COMPANY · EIN 46-6586666 / PN 001 | Common Collective Trust | $239K | 4.1% |
| CAUSEWAY INTERNATIONAL VALUE CIT PRINCIPAL TRUST COMPANY · EIN 47-6375784 / PN 001 | Common Collective Trust | $228K | 3.9% |
| GROWTH CIT CLASS 5 FUND PRINCIPAL TRUST COMPANY · EIN 46-6139057 / PN 001 | Common Collective Trust | $0 | <0.1% |
| VOYA LARGE CAP GROWTH CIT FUND PRINCIPAL TRUST COMPANY · EIN 82-6249680 / PN 001 | Common Collective Trust | $0 | <0.1% |
