Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $325K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund Registered Investment Company | Other securities | — | — | $40.9M | 17.7% | |
| Vanguard Growth Index Inst Registered Investment Company | Other securities | — | — | $29.4M | 12.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $29.3M | 12.7% | |
| Dodge & Cox Stock Fund Registered Investment Company | Other securities | — | — | $22.9M | 9.9% | |
| Galliard Stable Return Fund Collective Trust | Common Collective Trusts | — | — | $21.4M | 9.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $20.4M | 8.8% | |
| Vanguard Small Cap Growth Index Inst Registered Investment Company | Other securities | — | — | $15.8M | 6.9% | |
| DFA US Targeted Value Portfolio Registered Investment Company | Other securities | — | — | $14.8M | 6.4% | |
| Dodge & Cox International Stock Registered Investment Company | Other securities | — | — | $13.3M | 5.8% | |
| WCM Focused Intl Growth - INS Registered Investment Company | Other securities | — | — | $13.0M | 5.6% | |
| JP Morgan Global Bond Opportunities Fund Registered Investment Company | Other securities | — | — | $11.9M | 5.1% | |
| maturing through December 2051 | Other securities | — | — | $9.1M | 3.9% | |
| Vanguard REIT Index Fund Adm Registered Investment Company | Common Stock | — | — | $7.5M | 3.3% | |
| Vanguard Balanced Index Fund Inst Registered Investment Company | Other securities | — | — | $3.0M | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
