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 | $21K | — |
| LOREN D. STARK COMPANY | 74-1537058 | — | CONTRACT ADMINISTRATOR | $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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $422K | 16.5% | |
| TIAA-CREF Lifecycle Index 2055 Fund Mutual Fund |
| — |
| — |
| — |
| $393K |
| 15.4% |
| TIAA-CREF Lifecycle Index 2050 Fund Mutual Fund | — | — | — | $275K | 10.8% |
| TIAA-CREF Lifecycle Index 2030 Fund Mutual Fund | — | — | — | $245K | 9.6% |
| TIAA-CREF Lifecycle Index 2040 Fund Mutual Fund | — | — | — | $228K | 8.9% |
| TIAA-CREF Lifecycle Index 2035 Fund Mutual Fund | — | — | — | $181K | 7.1% |
| TIAA-CREF Lifecycle Index 2045 Fund Mutual Fund | — | — | — | $141K | 5.5% |
| TIAA-CREF Lifecycle Index 2060 Fund Mutual Fund | — | — | — | $126K | 4.9% |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $99K | 3.9% |
| American Funds NewWorld Fund Mutual Fund | — | — | — | $88K | 3.4% |
| TIAA-CREF Lifecycle Index 2025 Fund Mutual Fund | — | — | — | $73K | 2.9% |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $56K | 2.2% |
| TIAA-CREF Lifecycle Index 2065 Fund Mutual Fund | — | — | — | $48K | 1.9% |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $39K | 1.5% |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $37K | 1.4% |
| Participant Loans Interest rates from 9.75% to 10.50% $0 | Participant loans | — | — | $35K | 1.4% |
| Vanguard Wellesly Income Fund Mutual Fund | — | — | — | $34K | 1.3% |
| MFS Core Equity Fund Mutual Fund | — | — | — | $27K | 1.0% |
| MFS Mid-Cap Growth Fund Mutual Fund | — | — | — | $5K | 0.2% |
