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 | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company Common Stock (Nonparticipant-Directed) * Johnson Supply and Equipment Corporation (cost $10,329,126) 60,663 shares | Common Stocks | — | $61K | $15.5M | 69.8% | |
| Vanguard Target Retirement 2030 Fund 48,023 Shares | Mutual Funds | — | $48K | $1.8M | 8.2% | |
| Vanguard 500 Index Fund 1,049 Shares | Common Collective Trusts | — | $1K | $543K | 2.4% | |
| Vanguard Target Retirement 2040 Fund 11,815 Shares | Mutual Funds | — | $12K | $510K | 2.3% | |
| s (Participant-Directed) Dodge & Cox Income Fund 27,794 Shares | Mutual Funds | — | $28K | $350K | 1.6% | |
| AMG Yacktman Fund 11,700 Shares | Other securities | — | $12K | $266K | 1.2% | |
| Vanguard Target Retirement 2020 Fund 8,495 Shares | Mutual Funds | — | $8K | $228K | 1.0% | |
| T Rowe Price Growth Stock Fund Inc 1,946 Shares | Mutual Funds | — | $2K | $187K | 0.8% | |
| Vanguard Target Retirement 2050 Fund 2,242 Shares | Mutual Funds | — | $2K | $111K | 0.5% | |
| Guaranteed Interest Contract (Participant-Directed) * Principal Fixed Income Guaranteed Option Fund 24,465 shares | Other securities | — | $24K | $109K | 0.5% | |
| First Eagle Global Fund 1,512 Shares | Other securities | — | $2K | $109K | 0.5% | |
| Vanguard Target Retirement 2035 Fund 4,136 Shares | Mutual Funds | — | $4K | $99K | 0.4% | |
| Dodge & Cox Stock Fund Inc 319 Shares | Mutual Funds | — | — | $84K | 0.4% | |
| varying maturity dates through 2030 | Other securities | — | — | $80K | 0.4% | |
| Vanguard Target Retirement 2045 Fund 2,366 Shares | Mutual Funds | — | $2K | $70K | 0.3% | |
| Vanguard Target Retirement 2025 Fund 3,267 Shares | Mutual Funds | — | $3K | $61K | 0.3% | |
| American Funds EuroPacific Growth Fund 865 Shares | Mutual Funds | — | — | $48K | 0.2% | |
| T Rowe Price Capital Appreciation Fund 1,309 Shares | Mutual Funds | — | $1K | $45K | 0.2% | |
| Vanguard Target Retirement 2055 Fund 634 Shares | Mutual Funds | — | — | $35K | 0.2% | |
| Vanguard Target Retirement 2060 Fund 546 Shares | Mutual Funds | — | — | $28K | 0.1% | |
| American Funds Fundamental Investors Fund 340 Shares | Mutual Funds | — | — | $27K | 0.1% | |
| Royce Premier Fund 2,127 Shares | Other securities | — | $2K | $22K | <0.1% | |
| Invesco Developing Markets Fund 522 Shares | Mutual Funds | — | — | $20K | <0.1% | |
| Vanguard Developed Markets Index Fund 1,168 Shares | Common Collective Trusts | — | $1K | $19K | <0.1% | |
| Nicholas Equity Income Fund Inc 870 Shares | Common Stocks | — | — | $19K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund 771 Shares | Mutual Funds | — | — | $18K | <0.1% | |
| Permanent Portfolio Fund 278 Shares | Other securities | — | — | $18K | <0.1% | |
| Vanguard Wellesley Income Fund 271 Shares | Mutual Funds | — | — | $17K | <0.1% | |
| Templeton Global Bond Fund/United States 1,946 Shares | Mutual Funds | — | $2K | $8K | <0.1% | |
| BlackRock Global Allocation Fund Inc 284 Shares | Common Stocks | — | — | $5K | <0.1% | |
| Vanguard Real Estate Index Fund 28 Shares | Common Collective Trusts | — | — | $4K | <0.1% | |
| MFS Aggressive Growth Allocation R6 Fund 51 Shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
