Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | 83-4717882 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $188K | — |
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 HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $4.2M | 11.5% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $4.0M | 10.9% | |
| Columbia Overseas Value I3 | Other securities | — | $0 | $3.2M | 8.8% | |
| Janus Hend Mult-Sec Inc N Fd | Common Stock | — | $0 | $2.7M | 7.3% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $2.3M | 6.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.3M | 6.1% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $2.1M | 5.8% | |
| Fidelity Intl Cap Apprec Fund | Other securities | — | $0 | $1.7M | 4.7% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $1.6M | 4.4% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $1.5M | 4.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $1.5M | 4.1% | |
| Prin LifeTime Hyb 2070 CIT U | Common Collective Trusts | — | $0 | $1.5M | 4.0% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $1.1M | 3.0% | |
| Prin LifeTime HB 2045 CIT U | Common Collective Trusts | — | $0 | $1.0M | 2.8% | |
| Prin LifeTime HB 2040 CIT U | Common Collective Trusts | — | $0 | $820K | 2.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $589K | 1.6% | |
| Prin Fixed Income 401(a)/(k) | Other securities | — | $0 | $444K | 1.2% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $444K | 1.2% | |
| Allspring Spec M Cap Value R6 | Other securities | — | $0 | $437K | 1.2% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | $0 | $429K | 1.2% | |
| Prin LgCp S&P 500 Idx Inst Fd | Other securities | — | $0 | $295K | 0.8% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $165K | 0.4% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | $0 | $165K | 0.4% | |
| American Fds US Govt Sec R6 Fd | Other securities | — | $0 | $165K | 0.4% | |
| AMERICAN CENTURY SC GR R6 FD | Other securities | — | $0 | $112K | 0.3% | |
| Neub Berm Lg Cp Val R6 Fd | Other securities | — | $0 | $99K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $99K | 0.3% | |
| Allspring Small Co Value R6 | Common Stock | — | $0 | $92K | 0.2% | |
| MFS Intl Diversification R6 Fd | Other securities | — | $0 | $63K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $63K | 0.2% | |
| Prin LifeTime HB 2035 CIT U | Common Collective Trusts | — | $0 | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
