Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER/BOOKKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | 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 | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC IDX 2010 CL J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $4.4M | 68.2% | |
| 9 Principal Trust Company Nuveen TIAA LC Index 2030 | Other securities | — | — | $1.9M | 29.6% | |
| 3 Principal Trust Company Fidelity 500 Index Fund | Other securities | — | — | $1.9M | 29.4% | |
| 7 Principal Trust Company Nuveen TIAA LC Index 2020 | Other securities | — | — | $654K | 10.2% | |
| 10 Principal Trust Company Nuveen TIAA LC Index 2035 | Other securities | — | — | $428K | 6.7% | |
| 11 Principal Trust Company Nuveen TIAA LC Index 2040 | Other securities | — | — | $330K | 5.2% | |
| 12 Principal Trust Company Nuveen TIAA LC Index 2045 | Other securities | — | — | $308K | 4.8% | |
| 8 Principal Trust Company Nuveen TIAA LC Index 2025 | Other securities | — | — | $244K | 3.8% | |
| 13 Principal Trust Company Nuveen TIAA LC Index 2050 | Other securities | — | — | $220K | 3.4% | |
| 14 Principal Trust Company Nuveen TIAA LC Index 2055 | Other securities | — | — | $117K | 1.8% | |
| 15 Principal Trust Company Nuveen TIAA LC Index 2060 | Other securities | — | — | $101K | 1.6% | |
| 2 Principal Trust Company DFA US Targeted Value Fund | Other securities | — | — | $54K | 0.8% | |
| 5 Principal Trust Company Nuveen TIAA LC Index 2010 | Other securities | — | — | $49K | 0.8% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | Other securities | — | — | $40K | 0.6% | |
| (E) | Other securities | — | — | $40K | 0.6% | |
| 1 Principal Trust Company Baird Core Plus Bond Fund | Other securities | — | — | $28K | 0.4% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $27K | 0.4% | |
| 6 Principal Trust Company Nuveen TIAA LC Index 2015 | Other securities | — | — | $18K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
