| PDRPX | PIMCO Low Duration II P Class | 9.80 | N/A | Mutual Fund | NAS |
| PZRX | PZRX | N/A | N/A | Stocks | NCM |
| PKRPX | Invesco Peak Retirement 2055 Fu | 10.29 | N/A | Mutual Fund | PNK |
| PCRPX | PIMCO CommodityRealReturn Strat | 13.23 | N/A | Mutual Fund | NAS |
| PLRPX | PIMCO Long Duration Total Retur | 7.08 | N/A | Mutual Fund | NAS |
| PZRCX | PIMCO RAE Global ex-US Fund Cla | 9.79 | N/A | Mutual Fund | NAS |
| PZRAX | PIMCO RAE Global ex-US Fund Cla | 9.34 | N/A | Mutual Fund | NAS |
| PQRPX | PIMCO RealPath 2055 Fund P | 8.13 | N/A | Mutual Fund | NAS |
| PIRPX | Principal Fds, Inc. Real Estate | 23.47 | N/A | Mutual Fund | NAS |
| PRRPX | Putnam RetirementReady 2025 Fun | 20.24 | N/A | Mutual Fund | NAS |
| PARPX | Putnam Short Duration Bond Fund | 9.74 | N/A | Mutual Fund | NAS |
| PZRPX | PIMCO RAE Global ex-US Fund Cla | 9.60 | N/A | Mutual Fund | NAS |
| PZRIX | PIMCO RAE Global ex-US Fund Cla | 9.59 | N/A | Mutual Fund | NAS |
| PTRPX | Principal Funds, Inc. - Interna | 14.74 | N/A | Mutual Fund | NAS |
| PPRPX | Putnam PanAgora Risk Parity Fun | 7.50 | N/A | Mutual Fund | NAS |
| PZRMX | PIMCO Inflation Repsonse Multi- | 7.97 | N/A | Mutual Fund | NAS |
| PSRPX | PIMCO Senior Floating Rate Fund | 9.01 | N/A | Mutual Fund | NAS |
| PMRPX | PIMCO Mortgage-Backed Securitie | 8.50 | N/A | Mutual Fund | NAS |