Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $4.3M | 15.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $2.2M | 7.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $2.1M | 7.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $2.1M | 7.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $1.8M | 6.6% | |
| Prin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $1.8M | 6.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $1.6M | 5.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.6M | 5.7% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $1.3M | 4.6% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $1.2M | 4.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $1.1M | 3.9% | |
| Prin LgCap Growth I R6 Fund | Other securities | — | $0 | $937K | 3.3% | |
| Franklin Small Cap Value R6 Fd | Other securities | — | $0 | $617K | 2.2% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $569K | 2.0% | |
| JanusHenderson Triton N | Other securities | — | $0 | $491K | 1.7% | |
| Prin RE Secs R6 Fund | Other securities | — | $0 | $476K | 1.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $465K | 1.6% | |
| Prin LgCp S&P 500 Idx Inst Fd | Other securities | — | $0 | $461K | 1.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $461K | 1.6% | |
| Prin Fixed Inc Guar Option | Common Stock | — | $0 | $450K | 1.6% | |
| Prin MidCap S&P 400 Idx R6 Fd | Other securities | — | $0 | $449K | 1.6% | |
| Prin Equity Income Inst Fund | Other securities | — | $0 | $386K | 1.4% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | $0 | $365K | 1.3% | |
| Prin SmCp S&P 600 Idx R6 Fd | Other securities | — | $0 | $310K | 1.1% | |
| Prin MidCap R6 Fund | Other securities | — | $0 | $259K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $242K | 0.9% | |
| Principal Int'l Eq Ind R6 Fd | Other securities | — | $0 | $212K | 0.8% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $89K | 0.3% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $89K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $67K | 0.2% | |
| American Funds NewWorld R6 | Other securities | — | $0 | $67K | 0.2% | |
| Participant Loans | Participant loans | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
