Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 Mutual fund | Other securities | — | — | $1.4M | 17.0% | |
| T Rowe Price Retirement 2035 Mutual fund | Other securities | — | — | $1.4M | 16.3% | |
| T Rowe Price Retirement 2050 Mutual fund | Other securities | — | — | $1.0M | 12.3% | |
| T Rowe Price Retirement 2025 Mutual fund | Other securities | — | — | $884K | 10.6% | |
| T Rowe Price Retirement 2055 Mutual fund | Other securities | — | — | $871K | 10.4% | |
| T Rowe Price Retirement 2040 Mutual fund | Other securities | — | — | $785K | 9.4% | |
| T Rowe Price Retirement 2045 Mutual fund | Other securities | — | — | $707K | 8.4% | |
| T Rowe Price Retirement 2020 Mutual fund | Other securities | — | — | $434K | 5.2% | |
| various maturities | Other securities | — | — | $295K | 3.5% | |
| T Rowe Price Retirement 2060 Mutual fund | Other securities | — | — | $148K | 1.8% | |
| T Rowe Price Retirement 2015 Mutual fund | Other securities | — | — | $96K | 1.1% | |
| T Rowe Price Retirement 2065 Mutual fund | Other securities | — | — | $76K | 0.9% | |
| T Rowe Price Retirement Balance I Fund Mutual fund 133 Vanguard Federal Money Market Inv Fund Mutual fund | Cash / Money Market | — | — | $62K | 0.7% | |
| PIMCO All Asset Institutional Fund Mutual fund | Other securities | — | — | $56K | 0.7% | |
| Vanguard Total Stock Market Index Mutual fund | Other securities | — | — | $41K | 0.5% | |
| T Rowe Price Retirement 2005 Mutual fund 680 T Rowe Price Retirement 2010 Mutual fund | Other securities | — | — | $35K | 0.4% | |
| Dodge & Cox Stock X Fund Mutual fund | Other securities | — | — | $25K | 0.3% | |
| JP Morgan Large Cap Growth R6 Fund Mutual fund | Other securities | — | — | $12K | 0.1% | |
| PIMCO Income Institutional Fund Mutual fund | Other securities | — | — | $11K | 0.1% | |
| Fidelity Global US Index Fund Mutual fund | Other securities | — | — | $11K | 0.1% | |
| Sterling Cap Total Retirement Bond R6 Mutual fund | U.S. Treasuries | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
