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 | $133K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund Mutual fund | Other securities | — | — | $10.4M | 12.2% | |
| Lincoln Group Stable Value Account Group annuity contract | Common Stock | — | — | $9.2M | 10.7% | |
| Vanguard Inst Target Retirement 2030 Fund Mutual fund | Other securities | — | — | $8.1M | 9.5% | |
| The Growth Fund of America Mutual fund | Other securities | — | — | $6.9M | 8.1% | |
| Vanguard Inst Target Retirement 2035 Fund Mutual fund | Other securities | — | — | $6.8M | 7.9% | |
| Vanguard Inst Target Retirement 2040 Fund Mutual fund | Other securities | — | — | $4.3M | 5.0% | |
| Vanguard Inst Target Retirement 2045 Fund Mutual fund | Other securities | — | — | $4.1M | 4.8% | |
| American Mutual Fund Mutual fund | Other securities | — | — | $3.6M | 4.2% | |
| JP Morgan Small Cap Equity Fund Mutual fund | Other securities | — | — | $3.6M | 4.2% | |
| Vanguard Inst Target Retirement 2025 Fund Mutual fund | Other securities | — | — | $3.5M | 4.1% | |
| Vanguard Inst Target Retirement 2050 Fund Mutual fund | Other securities | — | — | $3.4M | 3.9% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | Other securities | — | — | $3.2M | 3.7% | |
| Vanguard Inst Target Retirement 2020 Fund Mutual fund | Other securities | — | — | $2.5M | 2.9% | |
| Vanguard Inst Target Retirement 2055 Fund Mutual fund | Other securities | — | — | $2.4M | 2.8% | |
| Carillon Eagle Mid Cap Growth R6 Fund Mutual fund | Other securities | — | — | $2.1M | 2.4% | |
| Pioneer Bond K Fund Mutual fund | Other securities | — | — | $1.9M | 2.3% | |
| Vanguard Extended Mkt Index Admiral Fund Mutual fund | Other securities | — | — | $1.8M | 2.1% | |
| Vanguard Total Market Index Admiral Fund Mutual fund | Other securities | — | — | $1.5M | 1.8% | |
| JP Morgan Mid Cap Value Fund Mutual fund | Other securities | — | — | $1.3M | 1.5% | |
| Vanguard Inst Target Retirement 2060 Fund Mutual fund | Other securities | — | — | $1.3M | 1.5% | |
| Notes receivable from participants Interest rate 4.25%-9.50% $0 | Bonds / Notes | — | — | $867K | 1.0% | |
| BlackRock Inflation Protected Bond Fund Mutual fund | Other securities | — | — | $752K | 0.9% | |
| Vanguard Inst Target Retirement Inc Fund Mutual fund | Common Stock | — | — | $633K | 0.7% | |
| Vanguard Inst Target Retirement 2065 Fund Mutual fund | Other securities | — | — | $445K | 0.5% | |
| Vanguard RE Index Admiral Fund Mutual fund | Other securities | — | — | $368K | 0.4% | |
| Vanguard Developing Mkts Index Admiral Fd Mutual fund | Other securities | — | — | $325K | 0.4% | |
| DFA Emerging Mkts Core Equity I Fund Mutual fund | Other securities | — | — | $160K | 0.2% | |
| Vanguard Inst Target Retirement 2070 Fund Mutual fund | Other securities | — | — | $115K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
