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 | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The American Funds Service American Funds Target Date 2040 R6 N/R | Mutual Funds | — | — | $9.6M | 20.4% | |
| Company The American Funds Service American Funds Target Date 2035 R6 N/R | Other securities | — | — | $7.1M | 15.1% | |
| Company The American Funds Service American Funds Target Date 2045 R6 N/R | Other securities | — | — | $6.8M | 14.4% | |
| Company The American Funds Service American Funds Target Date 2050 R6 N/R | Other securities | — | — | $5.3M | 11.4% | |
| Company The American Funds Service American Funds Target Date 2030 R6 N/R | Other securities | — | — | $3.8M | 8.0% | |
| Company The American Funds Service American Funds Target Date 2055 R6 N/R | Other securities | — | — | $2.7M | 5.7% | |
| Company Vanguard Group Vanguard 500 Index Admiral Fund N/R | Common Stock | — | — | $2.5M | 5.4% | |
| Company The American Funds Service American Funds Target Date 2025 R6 N/R | Other securities | — | — | $1.4M | 2.9% | |
| The American Funds Service American Funds Target Date 2015 R6 N/R | Other securities | — | — | $1.1M | 2.3% | |
| Company The American Funds Service American Funds Target Date 2060 R6 N/R | Other securities | — | — | $920K | 2.0% | |
| * Principal Life Insurance Principal Fixed Income Guaranteed Option N/R | Guaranteed Income / GIC | — | — | $809K | 1.7% | |
| Company MFS Investment Management MFS Growth R6 Fund N/R | Other securities | — | — | $680K | 1.4% | |
| Putnam Investment Mgmt Co. Putnam Large Cap Value R6 Fund N/R | Common Stock | — | — | $633K | 1.3% | |
| Company The American Funds Service American Funds Target Date 2020 R6 N/R | Other securities | — | — | $621K | 1.3% | |
| The American Funds American Funds EuroPacific Growth R4 N/R | Other securities | — | — | $381K | 0.8% | |
| Schwab Funds Schwab S&P 500 Index Fund N/R | Other securities | — | — | $374K | 0.8% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund N/R | Common Stock | — | — | $230K | 0.5% | |
| Company * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $222K | 0.5% | |
| PIMCO Funds PIMCO Income Institutional Fund N/R | Other securities | — | — | $211K | 0.5% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund N/R | Common Stock | — | — | $203K | 0.4% | |
| Fund American Century Investments American Century Mid-Cap Value R6 Fund N/R | Other securities | — | — | $199K | 0.4% | |
| Vanguard Group Vanguard Total International Stock Index N/R | Common Stock | — | — | $198K | 0.4% | |
| Company State Street Global Advisors State Street Aggregate Bond Index Fund K N/R | Other securities | — | — | $155K | 0.3% | |
| Fidelity Investments Fidelity International Index Fund N/R | Other securities | — | — | $123K | 0.3% | |
| LLC Oppenheimer Invesco Discovery Mid Cap Growth Fund N/R | Other securities | — | — | $115K | 0.2% | |
| Principal Funds Inc Principal Government Money Market Fund N/R | Cash / Money Market | — | — | $106K | 0.2% | |
| Janus International Holding, Janus Henderson Triton N Fund N/R | Other securities | — | — | $90K | 0.2% | |
| PIMCO Funds PIMCO Real Return Institutional Fund N/R | Other securities | — | — | $85K | 0.2% | |
| Admiral Fund Vanguard Group Vanguard Total Bond Market Index Admiral N/R | Common Stock | — | — | $83K | 0.2% | |
| Schwab Funds Schwab US Mid-Cap Index Fund N/R | Other securities | — | — | $71K | 0.2% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund N/R | Other securities | — | — | $70K | 0.1% | |
| Schwab Funds Schwab Small-Cap Index Fund N/R | Other securities | — | — | $61K | 0.1% | |
| The American Funds Service American Funds Target Date 2065 R6 N/R | Other securities | — | — | $50K | 0.1% | |
| Goldman Sachs Goldman Sachs International Small Cap N/R | Other securities | — | — | $41K | <0.1% | |
| (E) | Other securities | — | $83K | $36K | <0.1% | |
| Insights Institutional Fund Victory Funds Victory Integrity Small-Cap Value R6 Fund N/R | Other securities | — | — | $36K | <0.1% | |
| Company Lord Abbett Lord Abbett Total Return Institutional Fund N/R | Other securities | — | — | $35K | <0.1% | |
| The American Funds Service American Funds Target Date 2070 R6 N/R | Other securities | — | — | $27K | <0.1% | |
| Janus Henderson Janus Henderson Global Real Estate I Fund N/R | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
