Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP INC | 54-1900002 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $192K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Guaranteed Option Insurance Company General Account | Other securities | — | — | $26.5M | 16.3% | |
| American Funds Bond Fund of America R6 Fund | Other securities | — | — | $25.3M | 15.6% | |
| Columbia Dividend Income I3 Fund | Other securities | — | — | $15.2M | 9.3% | |
| Vanguard Growth Index Admiral Fund | Other securities | — | — | $12.8M | 7.9% | |
| Vanguard 500 Index Admiral Fund | Other securities | — | — | $12.6M | 7.7% | |
| Schwab Fundamental Intl Equity Index Fund | Other securities | — | — | $9.0M | 5.5% | |
| Mainstay Winslow Large Cap Growth R6 Fund | Other securities | — | — | $8.6M | 5.3% | |
| American Funds Euro Pacific Growth R6 Fund | Other securities | — | — | $8.2M | 5.1% | |
| American Funds Newworld R6 Fund | Other securities | — | — | $7.9M | 4.9% | |
| JP Morgan US Research Enhanced Equity R6 Fund | Other securities | — | — | $5.3M | 3.2% | |
| Vanguard Mid Cap Index Admiral Fund | Other securities | — | — | $4.6M | 2.8% | |
| Undiscovered Managers Behavioral Value R6 Fund | Other securities | — | — | $4.0M | 2.5% | |
| Columbia Small Cap Growth II3 Fund | Other securities | — | — | $4.0M | 2.4% | |
| MFS Mid Cap Value R6 Fund | Other securities | — | — | $3.9M | 2.4% | |
| Vanguard Small Cap Index Admiral Fund | Other securities | — | — | $3.9M | 2.4% | |
| Delaware Ivy Mid Cap Growth I Fund | Other securities | — | — | $3.2M | 1.9% | |
| Touchstone Mid Cap Institutional Fund | Other securities | — | — | $2.5M | 1.5% | |
| MassMutual Premier Small Cap Opportunities Fund | Other securities | — | — | $2.4M | 1.4% | |
| Participant loans | Participant loans | — | $0 | $1.8M | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
