v3.26.1
SCHEDULE OF ASSET HELD FOR INVESTMENT
12 Months Ended
Dec. 31, 2025
EBP 001 [Member]  
EBP, Schedule of Asset Held for Investment [Line Items]  
SCHEDULE OF ASSET HELD FOR INVESTMENT

 

POWERFLEET, INC. 401(k) PLAN (FORMERLY I.D. SYSTEMS, INC. 401(k) PLAN)

SCHEDULE H, LINE 4(i) - SCHEDULE OF ASSETS (HELD AT END OF YEAR)

EIN 22-3270799 PLAN #001

December 31, 2025

(a)  

(b)

Identity of Issue
Borrower, Lessor or
Similar Party

 

(c)

Description of Investment,
Including Maturity Date, Rate
of Interest, Collateral, Par or
Maturity Value

 

(d)

Cost**

   

(e)

Current Value

 
                     
    Dimensional Fund Advisors   DFA Inflation Protected Securities Portfolio - Institutional Class           $ 115,446  
    Fidelity Investments   Fidelity Multi-Asset Index Fund             114,906  
*   Powerfleet, Inc. unitized account   Powerfleet Stock Fund             69,381  
*   Charles Schwab & Co.   Self-Directed Brokerage Account             106,807  
    Nomura   Nomura Intl Core EQ R6             839,435  
    Nuveen   Nuveen EM Markets EQ Index R6             110,149  
    Nuveen   Nuveen LC Growth Index R6             4,294,985  
    Nuveen   Nuveen LC Index 2020 R6             47,561  
    Nuveen   Nuveen LC Index 2025 R6             324,108  
    Nuveen   Nuveen LC Index 2030 R6             312,051  
    Nuveen   Nuveen LC Index 2035 R6             631,039  
    Nuveen   Nuveen LC Index 2040 R6             1,070,366  
    Nuveen   Nuveen LC Index 2045 R6             1,453,903  
    Nuveen   Nuveen LC Index 2050 R6             519,898  
    Nuveen   Nuveen LC Index 2055 R6             307,848  
    Nuveen   Nuveen LC Index 2060 R6             230,407  
    Nuveen   Nuv Lifecycle Idx Ret Inc R6             368,691  
    Vanguard   Vanguard 500 Index Fund - Admiral Class             2,832,373  
    Vanguard   Vanguard Balanced Index Fund - Admiral Class             1,650,987  
    Vanguard   Vanguard High Yield Corporate Fund - Admiral Class             259,040  
    Vanguard   Vanguard Intermediate Term Bond Fund - Admiral Class             880,053  
    Vanguard   Vanguard International Growth Fund - Admiral Class             513,301  
    Vanguard   Vanguard Long Term Investment Grade Fund - Admiral Class             56,142  
    Vanguard   Vanguard Mid-Cap Growth Index Fund - Admiral Class             869,498  
    Vanguard   Vanguard Mid-Cap Index Fund - Admiral Class             427,992  
    Vanguard   Vanguard Mid-Cap Value Index Fund - Admiral Class             490,896  
    Vanguard   Vanguard Short Term Corporate Bond Index Fund - Admiral Class             77,937  
    Vanguard   Vanguard Small Cap Growth Index Fund - Admiral Class             102,962  
    Vanguard   Vanguard Small Cap Index Fund - Admiral Class             654,912  
    Vanguard   Vanguard Small Cap Value Index Fund - Admiral Class             133,416  
    Vanguard   Vanguard Treasury Money Market Fund - Investor Class             530,117  
    Vanguard   Vanguard Value Index Fund - Admiral Class             540,106  
    Franklin   Franklin Utilities Fund - R6             44,732  
    Vanguard   Vanguard Real Estate Index Adm             4,358  
    Vanguard   Vanguard Health Care Fund Adm             26,890  
    Vanguard   Vanguard Tax-Managed Bal Adm             1,538  
    Vanguard   Vanguard Total Intl Bd Idx Adm             113,536  
    Vanguard   Vanguard Info Tech Idx Admiral             184,235  
*   Notes Receivable from Participants   Interest Rates 5.25% to 10.50% per annum maturing through April 2035             259,574  
                    $ 21,571,576  

 

*Indicates party-in-interest to the Plan.
**Cost omitted for participant-directed investment