This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGECAP STRATEGIC INDEX FD PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 99-4340232 / PN 001 | Common Collective Trust | $1.2M | 59.2% |
| WORLD DEVELOPED EX US INDEX SL CL I |
Common Collective Trust |
| $384K |
| 19.3% |
| EMERGING MARKETS INDEX SL CLASS I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 039 | Common Collective Trust | $134K | 6.7% |
| MIDCAP STRATEGIC INDEX FD PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 99-4356074 / PN 001 | Common Collective Trust | $113K | 5.7% |
| SMALLCAP S&P 600 INDEX SEP ACCT M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $101K | 5.1% |
| BOND MARKET INDEX SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | $59K | 3.0% |
| US HIGH YIELD BOND INDEX SL CLASS I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 006 | Common Collective Trust | $20K | 1.0% |
