Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $109K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The American Funds American Funds Fundamental Investors | Other securities | — | — | $3.1M | 11.2% | |
| Principal Funds Inc Principal LifeTime 2035 Inst Fund | Common Stock | — | — | $3.1M | 11.2% | |
| Principal Funds Inc Principal LifeTime 2045 Inst Fund | Common Stock | — | — | $2.4M | 8.9% | |
| Principal Funds Inc Principal LargeCap S&P 500 Index Fund | Common Stock | — | — | $2.3M | 8.3% | |
| Franklin Templement Investments Franklin Growth Fund | Other securities | — | — | $2.0M | 7.4% | |
| Principal Funds Inc Principal LifeTime 2050 Inst Fund | Common Stock | — | — | $1.5M | 5.6% | |
| Principal Funds Inc Principal LifeTime 2055 Inst Fund | Common Stock | — | — | $1.4M | 5.0% | |
| Principal Funds Inc Principal LifeTime 2040 Inst Fund | Common Stock | — | — | $1.4M | 4.9% | |
| Principal Funds Inc Principal MidCap Inst Fund | Common Stock | — | — | $1.1M | 4.1% | |
| Principal Funds Inc Principal LifeTime 2025 Inst Fund | Common Stock | — | — | $1.1M | 4.0% | |
| Principal Life Insurance Company Principal Fixed Income Option 401(a)/(k) | Other securities | — | — | $908K | 3.3% | |
| Principal Funds Inc Principal LifeTime 2020 Inst Fund | Common Stock | — | — | $853K | 3.1% | |
| Neuberger Berman Management Neuberger Berman Genesis Fund | Other securities | — | — | $772K | 2.8% | |
| Principal Funds Inc Principal LifeTime 2030 Inst Fund | Common Stock | — | — | $757K | 2.8% | |
| Principal Funds Inc Principal Life Time Strategic Income Fund | Common Stock | — | — | $678K | 2.5% | |
| American Century Investments American Century Equity Income Fund | Other securities | — | — | $598K | 2.2% | |
| The American Funds American EuroPacific Growth Fund | Other securities | — | — | $510K | 1.9% | |
| Calvert Funds Calvert US Large Cap Core Responsible Index Fund | Other securities | — | — | $483K | 1.8% | |
| Principal Funds Inc Principal LifeTime 2060 Inst Fund | Common Stock | — | — | $355K | 1.3% | |
| Principal Funds Inc Principal Investors Fund Inc - Real Estate | Common Stock | — | — | $350K | 1.3% | |
| PGIM Investments PGIM Total Return Bond Fund | Other securities | — | — | $349K | 1.3% | |
| Alliance Bernstein Alliance Bernstein Sustainable Global Thematic Fund | Other securities | — | — | $254K | 0.9% | |
| Principal Funds Inc Principal Smallcap S&P 600 Index Fund | Common Stock | — | — | $225K | 0.8% | |
| Principal Funds Inc Principal MidCap S&P 400 Index Fund | Common Stock | — | — | $203K | 0.7% | |
| PGIM Investments PGIM Jennison Natural Resource Fund | Other securities | — | — | $178K | 0.6% | |
| Participants 4.25% 9.50%; maturing through 2052 | Bonds / Notes | — | — | $165K | 0.6% | |
| Invesco Funds Group, Inc. Invesco Short Term Bond Fund | Common Stock | — | — | $139K | 0.5% | |
| Principal Funds Inc Principal Inflation Protection Fund | Common Stock | — | — | $122K | 0.4% | |
| (E) | Other securities | — | $9K | $97K | 0.4% | |
| Principal Funds Inc Principal Global Emerging Markets Fund | Common Stock | — | — | $97K | 0.4% | |
| (E) | Other securities | — | — | $76K | 0.3% | |
| Principal Funds Inc Principal LifeTime 2065 Inst Fund | Common Stock | — | — | $76K | 0.3% | |
| Calvert Funds Calvert Bond Fund | U.S. Treasuries | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
