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 | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth A | Other securities | 25,023 | — | $1.9M | 15.5% | |
| Vanguard 500 Index Admiral | Other securities | 2,402 | — | $1.3M | 10.4% | |
| American Century One Choice 2050 I | Other securities | 82,505 | — | $1.2M | 9.7% | |
| American Century One Choice 2030 I | Other securities | 74,619 | — | $922K | 7.4% | |
| GALLIARD STABLE RETURN PN15 SEI TRUST COMPANY · EIN 80-6052573 / PN 001 | Common Collective Trust | — | — | $900K | 7.2% | |
| American Century One Choice 2040 I | Other securities | 60,915 | — | $811K | 6.5% | |
| American Century One Choice 2045 I | Other securities | 40,590 | — | $707K | 5.7% | |
| American Century One Choice 2035 I | Other securities | 40,462 | — | $645K | 5.2% | |
| Invesco Oppenheimer Discovery Fund Ticker | Other securities | 3,897 | — | $471K | 3.8% | |
| American Funds EuroPacific Growth R4 | Other securities | 8,719 | — | $456K | 3.7% | |
| Participants notes receivable | Other securities | — | — | $350K | 2.8% | |
| American Century One Choice 2055 I | Other securities | 20,442 | — | $344K | 2.8% | |
| PGIM Jennison Mid Cap Growth Fd A | Other securities | 21,370 | — | $321K | 2.6% | |
| PIMCO Total Return Adm | Other securities | 34,890 | — | $296K | 2.4% | |
| BlackRock Equity Dividend Inv A | Other securities | 13,206 | — | $249K | 2.0% | |
| Vanguard Small Cap Value Index Admiral | Other securities | 2,811 | — | $239K | 1.9% | |
| MFS Global Equity R4 | Other securities | 4,640 | — | $201K | 1.6% | |
| American Century One Choice 2060 I | Other securities | 12,176 | — | $188K | 1.5% | |
| Vanguard International Value Inv | Other securities | 4,913 | — | $185K | 1.5% | |
| Credit Suisse Floating Rate Hi Inc Inst | Bonds / Notes | 22,775 | — | $144K | 1.2% | |
| American Century One Choice In Ret I | Other securities | 9,227 | — | $114K | 0.9% | |
| Virtus Ceredex Mid Cap Value Eq I | Other securities | 8,923 | — | $107K | 0.9% | |
| Oakmark International Investor | Other securities | 3,462 | — | $87K | 0.7% | |
| Nuveen Real Estate Securities R3 | Other securities | 5,329 | — | $78K | 0.6% | |
| PGIM Jennison Natural Resources A | Other securities | 1,170 | — | $60K | 0.5% | |
| Principal High Yield Inst | Other securities | 7,829 | — | $53K | 0.4% | |
| American Century One Choice 2065 I | Other securities | 3,356 | — | $42K | 0.3% | |
| American Century One Choice 2025 I | Other securities | 1,670 | — | $23K | 0.2% | |
| PRIN/BR S&P MID INDEX CIT N35 SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $19K | 0.2% | |
| PRIN/BR RUSS 2000 I CIT N35 SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $15K | 0.1% | |
| DoubleLine Emerging Markets Fixed Inc I | Common Stock | 1,408 | — | $13K | 0.1% | |
| Templeton Global Bond Adv | Other securities | 938 | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
