Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK | 25-1211909 | — | TRUSTEE | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $133K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Berkshire Hathaway Common Stock | Common Stock | — | $1.2M | $12.3M | 58.9% | |
| TCW Sepulveda Long/Short Equity Fund II LP | Other securities | — | $500K | $2.5M | 11.9% | |
| Vanguard Long Term Investment Growth Fund | Other securities | — | $2.3M | $1.9M | 9.2% | |
| Vanguard Long Term Treasury Fund | Other securities | — | $2.5M | $1.9M | 9.1% | |
| Vanguard Intermediate Term Treasury Fund | Other securities | — | $847K | $773K | 3.7% | |
| Vanguard Intermediate Term Investment Fund | Other securities | — | $832K | $770K | 3.7% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $239K | $239K | 1.2% | |
| Federated Hermes Government Obligations Fund | Other securities | — | $238K | $238K | 1.1% | |
| iShares MSCI EAFE ETF Fund | Other securities | — | $32K | $40K | 0.2% | |
| iShares Russell Mid-Cap Fund | Other securities | — | $10K | $19K | <0.1% | |
| iShares Russell 2000 Fund | Other securities | — | $11K | $19K | <0.1% | |
| iShares S&P 500 Index Fund | Other securities | — | $9K | $18K | <0.1% | |
| iShares MSCI Emerging Markets Fund | Other securities | — | $14K | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
