Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PLT HYBRID 2035 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $10.2M | 21.4% | |
| Fidelity Investments Fid 500 Index | Common Collective Trusts | — | — | $5.5M | 11.5% | |
| PLT HYBRID 2030 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.9M | 10.3% | |
| Fidelity Investments Fid Contrafund | Mutual Funds | — | — | $3.5M | 7.4% | |
| PLT HYBRID 2050 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.1M | 6.6% | |
| PLT HYBRID 2040 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.5M | 5.2% | |
| Fidelity Investments Fid Govt Mmkt | Mutual Funds | — | — | $2.2M | 4.6% | |
| PLT HYBRID 2025 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.0M | 4.3% | |
| PLT HYBRID 2045 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 3.6% | |
| PLT HYBRID 2055 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| PLT HYBRID 2020 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $957K | 2.0% | |
| Fidelity Investments Fid Sel Software | Mutual Funds | — | — | $896K | 1.9% | |
| PLT HYBRID 2060 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $883K | 1.9% | |
| Fidelity Investments Fid Extd Mkt Idx | Common Collective Trusts | — | — | $849K | 1.8% | |
| Brokerage Link Brokeragelink - CERT. OF DEP. | Self-Directed Brokerage | — | — | $731K | 1.5% | |
| Fidelity Investments Fid Us Bond Idx | Common Collective Trusts | — | — | $716K | 1.5% | |
| Fidelity Investments Fid Real Estate Invs | Mutual Funds | — | — | $582K | 1.2% | |
| Victory Capital Victory S Est Val R6 | Other securities | — | — | $460K | 1.0% | |
| Fidelity Investments Fid Small Cap Value | Mutual Funds | — | — | $433K | 0.9% | |
| Fidelity Investments Fid Strategic Income | Mutual Funds | — | — | $431K | 0.9% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $401K | 0.8% | |
| Fidelity Investments Fid Total Bond K6 | Mutual Funds | — | — | $352K | 0.7% | |
| Fidelity Investments Fid Intl Index | Mutual Funds | — | — | $282K | 0.6% | |
| Brokerage Link Brokeragelink - CASH | Self-Directed Brokerage | — | — | $271K | 0.6% | |
| Brokerage Link Brokeragelink - COMMON STOCK | Self-Directed Brokerage | — | — | $257K | 0.5% | |
| Fidelity Investments Fid Natural Res | Mutual Funds | — | — | $203K | 0.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $155K | 0.3% | |
| Brokerage Link Brokeragelink - FIDELITY FUND | Self-Directed Brokerage | — | — | $122K | 0.3% | |
| Brokerage Link Brokeragelink - OPTION | Self-Directed Brokerage | — | — | $104K | 0.2% | |
| Fidelity Investments Fid Sm Cap Idx | Common Collective Trusts | — | — | $95K | 0.2% | |
| Victory Capital Vict Govt Sec R6 | Other securities | — | — | $79K | 0.2% | |
| Fidelity Investments Fid Mid Cap Idx | Common Collective Trusts | — | — | $65K | 0.1% | |
| PLT HYBRID 2015 U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $59K | 0.1% | |
| BlackRock Pif Smcp Grth I R5 | Other securities | — | — | $58K | 0.1% | |
| American Funds Af New World R6 | Mutual Funds | — | — | $54K | 0.1% | |
| PLT HYBRID INC U PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $11K | <0.1% | |
| PLT HYBRID 2060 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2045 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2035 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2030 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2025 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID INC Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2015 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2055 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2040 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2020 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2050 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
