Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISORY | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1.6M | — |
| AMERICOPY |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTM 2030 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $223.5M | 9.9% | |
| JPMORGAN CHASE BANK, N.A. | Other securities | — | — | $218.7M | 9.7% | |
| JPMCB LARGE CP GROWTH CF-A CIT JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $218.7M | 9.7% | |
| T. ROWE PRICE RTM 2040 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $209.0M | 9.2% | |
| SPARTAN 500 IDX PL CL C CIT GEODE CAPITAL MGMT TRUST CO, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $206.7M | 9.1% | |
| GEODE CAPITAL MGMT TRUST CO, LLC | Common Stock | — | — | $206.7M | 9.1% | |
| T. ROWE PRICE RTM 2035 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $201.4M | 8.9% | |
| T. ROWE PRICE RTM 2045 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $168.9M | 7.5% | |
| T. ROWE PRICE RTM 2025 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $137.4M | 6.1% | |
| T. ROWE PRICE RTM 2050 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $126.7M | 5.6% | |
| Principal Global Investors Trust Co | Common Stock | — | — | $126.2M | 5.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $126.2M | 5.6% | |
| PIMCO RAE US CIT FOUNDERS CL GREAT GRAY TRUST COMPANY · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $82.5M | 3.6% | |
| GREAT GRAY TRUST COMPANY | Other securities | — | — | $82.5M | 3.6% | |
| T. ROWE PRICE RTM 2055 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $81.3M | 3.6% | |
| T. ROWE PRICE RTM 2020 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $77.0M | 3.4% | |
| CLEARBRIDGE SM CP GRWTH CIT R2 GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $68.5M | 3.0% | |
| GREAT GRAY TRUST COMPANY | Other securities | — | — | $68.5M | 3.0% | |
| Participant Loans | Participant loans | — | — | $65.9M | 2.9% | |
| The American Funds | Other securities | — | — | $45.7M | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $41.9M | 1.9% | |
| Principal Life Insurance Company | Other securities | — | — | $41.9M | 1.9% | |
| T. ROWE PRICE US SC VL EQ TR D T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $34.7M | 1.5% | |
| T. ROWE PRICE RTM 2060 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $27.6M | 1.2% | |
| BLACKROCK TOTAL RTN BOND M FD BLACKROCK INST TRUST CO · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $24.0M | 1.1% | |
| T. ROWE PRICE RTM 2015 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $21.2M | 0.9% | |
| Principal Life Insurance Company | Other securities | — | — | $20.6M | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $20.6M | 0.9% | |
| Vanguard Group | Common Stock | — | — | $18.2M | 0.8% | |
| Vanguard Group | Common Stock | — | — | $16.0M | 0.7% | |
| T. ROWE PRICE RTM 2010 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $6.2M | 0.3% | |
| T. ROWE PRICE RTM 2065 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.3% | |
| Oppenheimer | Other securities | — | — | $5.7M | 0.3% | |
| T. ROWE PRICE RTM 2005 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 86-0716459 |
| — |
| CONTRACT ADMINISTRATOR |
| $30K |
| — |
