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 | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Growth Inv Fund | Other securities | — | — | $3.7M | 15.1% | |
| Vanguard Federal Money Market Investor Fund | Cash / Money Market | — | — | $3.0M | 12.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 I Fund | Other securities | — | — | $1.9M | 7.8% | |
| Allspring Special Mid Cap Value A Fund | Other securities | — | — | $1.9M | 7.7% | |
| JPMorgan JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $1.3M | 5.4% | |
| Prinicipal LargeCap S&P 500 Index Inst Fund | Other securities | — | — | $1.3M | 5.2% | |
| Vanguard Lifestrategy Growth Inv Fund | Other securities | — | — | $1.1M | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2030 I Fund | Other securities | — | — | $1.0M | 4.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 I Fund | Other securities | — | — | $1.0M | 4.1% | |
| American Funds American Funds New Perspective R6 Fund | Other securities | — | — | $988K | 4.0% | |
| Prinicipal SmallCap S&P 600 Index R6 Fund | Other securities | — | — | $980K | 4.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 I Fund | Other securities | — | — | $827K | 3.3% | |
| JPMorgan JP Morgan Mid Cap Growth R5 Fund | Other securities | — | — | $773K | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 I Fund | Other securities | — | — | $485K | 2.0% | |
| Notes receivable from participants 4.25% to 9.50%, maturity dates through 2051 -- | Bonds / Notes | — | — | $462K | 1.9% | |
| MFS Core Equity R2 Fund | Other securities | — | — | $448K | 1.8% | |
| Prinicipal Equity Income Inst Fund | Other securities | — | — | $418K | 1.7% | |
| MFS International Growth R6 Fund | Other securities | — | — | $398K | 1.6% | |
| Prinicipal Core Fixed Income R6 Fund | Other securities | — | — | $333K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 I Fund | Other securities | — | — | $315K | 1.3% | |
| Vanguard LifeStrategy Conservative Growth Inv Fund | Other securities | — | — | $311K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2060 I Fund | Other securities | — | — | $285K | 1.2% | |
| Prinicipal MidCap S&P 400 Index R6 Fund | Other securities | — | — | $231K | 0.9% | |
| Fidelity Advisor Government Income M Fund | Other securities | — | — | $226K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2010 I Fund | Other securities | — | — | $189K | 0.8% | |
| Prinicipal International Equity Index R6 Fund | Other securities | — | — | $162K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 I Fund | Other securities | — | — | $140K | 0.6% | |
| Columbia Emerging Markets I Fund | Other securities | — | — | $122K | 0.5% | |
| Allspring Special Small Cap Value A Fund | Other securities | — | — | $76K | 0.3% | |
| Prinicipal Bond Market Index Institutional Fund | Other securities | — | — | $64K | 0.3% | |
| (E) | Other securities | — | $76K | $64K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2025 I Fund | Other securities | — | — | $48K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2065 I Fund | Other securities | — | — | $44K | 0.2% | |
| (E) | Other securities | — | — | $41K | 0.2% | |
| Vanguard LifeStrategy Income Inv Fund | Other securities | — | — | $41K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced I Fund | Other securities | — | — | $38K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 I Fund | Other securities | — | — | $31K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 I Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
