Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTime 2070 Inst Fund | Other securities | — | $0 | $1.6M | 14.5% | |
| PGIM Global Total Ret R6 Fd | Other securities | — | $0 | $1.3M | 11.6% | |
| Principal Guaranteed Option | Other securities | — | $0 | $1.1M | 9.9% | |
| Vanguard Mid Cap Index Adm Fd | Other securities | — | $0 | $852K | 7.7% | |
| Prin LifeTime 2050 Inst Fund | Other securities | — | $0 | $769K | 6.9% | |
| Prin LifeTime 2035 Inst Fund | Other securities | — | $0 | $688K | 6.2% | |
| Prin LifeTime 2045 Inst Fund | Other securities | — | $0 | $674K | 6.1% | |
| Lord Abbett Sht Drtn Inc R6 Fd | Common Stock | — | $0 | $495K | 4.5% | |
| Prin LifeTime 2040 Inst Fund | Other securities | — | $0 | $478K | 4.3% | |
| Prin LifeTime 2055 Inst Fund | Other securities | — | $0 | $319K | 2.9% | |
| Lord Abbett Bd Debenture R6 Fd | Other securities | — | $0 | $311K | 2.8% | |
| Prin LifeTime 2060 Inst Fund | Other securities | — | $0 | $234K | 2.1% | |
| Prin LifeTime Str Inc Inst Fd | Common Stock | — | $0 | $226K | 2.0% | |
| MFS Mid-Cap Growth R6 Fund | Other securities | — | $0 | $194K | 1.8% | |
| Vanguard Sm Cap Val Idx Adm Fd | Other securities | — | $0 | $171K | 1.5% | |
| Vanguard Sm Cap Index Adm Fund | Other securities | — | $0 | $164K | 1.5% | |
| Prin LifeTime 2065 Inst Fund | Other securities | — | $0 | $155K | 1.4% | |
| Prin LifeTime 2030 Inst Fund | Other securities | — | $0 | $143K | 1.3% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Other securities | — | $0 | $138K | 1.2% | |
| Vanguard MidCp Grth Idx Adm Fd | Other securities | — | $0 | $130K | 1.2% | |
| Fidelity 500 Index Fund | Other securities | — | $0 | $124K | 1.1% | |
| Vanguard MidCp Val Idx Adm Fd | Other securities | — | $0 | $123K | 1.1% | |
| JP Morgan Sm Cp Growth R6 Fund | Other securities | — | $0 | $114K | 1.0% | |
| Vanguard Intl Growth Adm Fd | Other securities | — | $0 | $95K | 0.9% | |
| PIMCO RAE US SML INSTL FD | Other securities | — | $0 | $76K | 0.7% | |
| Vanguard Growth Index Adm Fund | Other securities | — | $0 | $73K | 0.7% | |
| iShares MSCI EAFE Int Idx K Fd | Other securities | — | $0 | $57K | 0.5% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | $0 | $55K | 0.5% | |
| CS Comm Return Strat Inst Fund | Other securities | — | $0 | $52K | 0.5% | |
| Prin LifeTime 2025 Inst Fund | Other securities | — | $0 | $47K | 0.4% | |
| PIMCO EXT DURATION INST FUND | Other securities | — | $0 | $38K | 0.3% | |
| Fidelity US Bond Index Fund | Other securities | — | $0 | $32K | 0.3% | |
| Prin LifeTime 2015 Inst Fund | Other securities | — | $0 | $19K | 0.2% | |
| PGIM JENNISON INTL OPP R6 FND | Other securities | — | $0 | $16K | 0.1% | |
| DFA US VECTOR EQ PRTF INST FD | Other securities | — | $0 | $8K | <0.1% | |
| Fidelity Adv Growth Opp Z Fund | Other securities | — | $0 | $8K | <0.1% | |
| COLUMBIA OVERSEAS VALUE I3 | Other securities | — | $0 | $5K | <0.1% | |
| Prin LifeTime 2020 Inst Fund | Other securities | — | $0 | $2K | <0.1% | |
| American Funds NewWorld R6 | Other securities | — | $0 | $2K | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $82 | <0.1% | |
| Vanguard Value Index Adm Fund | Other securities | — | $0 | $49 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
