Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CABLE HILL PARTNERS | 46-4959656 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Registered Investment Company | Other securities | — | — | $3.5M | 11.9% | |
| TIAA-CREF Large-Cap Growth Index Fund I Registered Investment Company | Other securities | — | — | $3.4M | 11.7% | |
| Principal Fixed Income Guaranteed Option Group Annuity Contract | Common Stock | — | — | $2.7M | 9.4% | |
| TIAA-CREF Large-Cap Value Index Fund I Registered Investment Company | Other securities | — | — | $2.4M | 8.4% | |
| Baird Aggregate Bond Institutional Fund Registered Investment Company | Other securities | — | — | $2.3M | 8.0% | |
| Blackrock iShares MSCI Total International Index Fund K Registered Investment Company | Other securities | — | — | $2.3M | 7.9% | |
| Principal Guaranteed Option Group Annuity Contract | Common Stock | — | — | $1.9M | 6.6% | |
| Great Gray EuroPacific Growth Trust R1 Collective Trust | Common Collective Trusts | — | — | $1.2M | 4.2% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.2% | |
| Fidelity Emerging Markets Index Fund Registered Investment Company | Other securities | — | — | $1.2M | 4.0% | |
| Vanguard Small-Cap Value Index Fund A Registered Investment Company | Other securities | — | — | $916K | 3.2% | |
| Vanguard Small-Cap Growth Index Fund A Registered Investment Company | Other securities | — | — | $913K | 3.1% | |
| Fidelity Small-Cap Index Fund Registered Investment Company | Other securities | — | — | $867K | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $695K | 2.4% | |
| Vanguard FTSE Social Index Fund A Registered Investment Company | Other securities | — | — | $692K | 2.4% | |
| Fidelity International Index Fund Registered Investment Company | Other securities | — | — | $681K | 2.3% | |
| Vanguard Mid-Cap Growth Index Fund A Registered Investment Company | Other securities | — | — | $680K | 2.3% | |
| TIAA-CREF Core Impact Bond Institutional Fund Registered Investment Company | U.S. Treasuries | — | — | $637K | 2.2% | |
| Vanguard Mid-Cap Value Index Fund A Registered Investment Company | Other securities | — | — | $622K | 2.1% | |
| Fidelity Mid-Cap Index Fund Registered Investment Company | Other securities | — | — | $462K | 1.6% | |
| PGIM Global Total Return Bond R6 Fund Registered Investment Company | Other securities | — | — | $309K | 1.1% | |
| Allspring Special Mid-Cap Value R6 Fund Registered Investment Company | Other securities | — | — | $307K | 1.1% | |
| maturing through May 2033 0 | Other securities | — | — | $167K | 0.6% | |
| Blackrock Sustained Balanced Fund K Registered Investment Company | Other securities | — | — | $135K | 0.5% | |
| Fidelity Short-Term Treasury Bond Index Fund Registered Investment Company | U.S. Treasuries | — | — | $31K | 0.1% | |
| (E) | Other securities | — | — | $31K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
