Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $236K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wells Fargo | Other securities | — | $114.4M | $160.2M | 30.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $160.2M | 30.3% | |
| Columbia Trust | Other securities | — | $60.4M | $62.4M | 11.8% | |
| COLUMBIA TRUST S FRM BR SV CIT AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 153 | Common Collective Trust | — | — | $58.0M | 11.0% | |
| Vanguard Group | Common Stock | — | $39.1M | $46.5M | 8.8% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $46.5M | 8.8% | |
| Vanguard Group | Common Stock | — | $35.2M | $43.7M | 8.3% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $43.7M | 8.3% | |
| Vanguard Group | Common Stock | — | $24.0M | $30.1M | 5.7% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $30.1M | 5.7% | |
| Vanguard Group | Common Stock | — | $24.6M | $25.2M | 4.8% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $25.2M | 4.8% | |
| William Blair | Other securities | — | $24.4M | $20.5M | 3.9% | |
| Vanguard Group | Common Stock | — | $14.8M | $19.0M | 3.6% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $19.0M | 3.6% | |
| Wells Fargo | Other securities | — | $10.7M | $18.8M | 3.6% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $18.8M | 3.6% | |
| Invesco | Other securities | — | $13.1M | $17.8M | 3.4% | |
| Vanguard Group | Common Stock | — | $16.6M | $16.3M | 3.1% | |
| Vanguard Group | Common Stock | — | $13.2M | $12.3M | 2.3% | |
| Vanguard Group | Common Stock | — | $9.0M | $12.2M | 2.3% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $12.2M | 2.3% | |
| Vanguard Group | Common Stock | — | $6.3M | $9.0M | 1.7% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.7% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.2% | |
| Vanguard Group | Common Stock | — | $6.6M | $6.3M | 1.2% | |
| Vanguard Group | Common Stock | — | $6.3M | $6.2M | 1.2% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.2M | 1.2% | |
| PIMCO | Other securities | — | $6.4M | $6.1M | 1.2% | |
| Vanguard Group | Common Stock | — | $3.6M | $5.3M | 1.0% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.3M | 1.0% | |
| Wells Fargo | Other securities | — | $3.6M | $3.9M | 0.7% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.7% | |
| Vanguard Group | Common Stock | — | $2.6M | $3.2M | 0.6% | |
| American Funds | Other securities | — | $2.9M | $3.0M | 0.6% | |
| Vanguard Group | Common Stock | — | $1.2M | $2.3M | 0.4% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.4% | |
| Massachusetts Financial Services | Other securities | — | $1.9M | $2.0M | 0.4% | |
| Vanguard Group | Common Stock | — | $46K | $442K | <0.1% | |
| VGRD TGT RT INC AND GR TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $442K | <0.1% | |
| Vanguard Group | Common Stock | — | $23K | $189K | <0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $189K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
