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 | $72K | — |
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/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.1M | 15.4% | |
| Vanguard Target Retirement 2030 Mutual Fund | Other securities | — | — | $1.3M | 9.3% | |
| Vanguard Target Retirement 2040 Mutual Fund | Other securities | — | — | $1.2M | 8.6% | |
| Vanguard Target Retirement 2035 Mutual Fund | Other securities | — | — | $990K | 7.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $881K | 6.4% | |
| Vanguard Target Retirement 2050 Mutual Fund | Other securities | — | — | $767K | 5.6% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $724K | 5.3% | |
| Vanguard Target Retirement 2025 Mutual Fund | Other securities | — | — | $692K | 5.1% | |
| American Funds American Balanced Mutual Fund | Other securities | — | — | $591K | 4.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | Other securities | — | — | $471K | 3.4% | |
| NYLI Winslow Large Cap Growth Fund Mutual Fund | Other securities | — | — | $430K | 3.1% | |
| EuroPacific Growth Mutual Fund | Other securities | — | — | $412K | 3.0% | |
| Vanguard Target Retirement 2055 Mutual Fund | Other securities | — | — | $377K | 2.8% | |
| Goldman Sachs Small Cap Value Mutual Fund | Other securities | — | — | $376K | 2.7% | |
| Dodge & Cox Income Mutual Fund | Other securities | — | — | $347K | 2.5% | |
| Vanguard Target Retirement 2060 Mutual Fund | Other securities | — | — | $343K | 2.5% | |
| Vanguard Target Retirement 2045 Mutual Fund | Other securities | — | — | $328K | 2.4% | |
| JPMorgan US Equity Mutual Fund | Other securities | — | — | $217K | 1.6% | |
| Invesco Real Estate Mutual Fund | Other securities | — | — | $187K | 1.4% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $173K | 1.3% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $119K | 0.9% | |
| Vanguard Target Retirement 2065 Mutual Fund | Other securities | — | — | $102K | 0.7% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $35K | 0.3% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $33K | 0.2% | |
| Vanguard Total International Stock Index Mutual Fund | Other securities | — | — | $32K | 0.2% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $24K | 0.2% | |
| PIMCO Real Return Mutual Fund | Other securities | — | — | $17K | 0.1% | |
| Vanguard Target Retirement Income Mutual Fund | Other securities | — | — | $15K | 0.1% | |
| Northern Global Real Estate Index Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| Acadian Emerging Markets Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| American Funds Europacific Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| PIMCO High Yield Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
