This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | 42-1466678 | — | TRUSTEE | $29K | — |
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 |
|---|---|---|---|
| PRINCIPAL/MULTI-MGR LDS CIT I PRINCIPAL TRUST COMPANY · EIN 30-6225619 / PN 001 | Common Collective Trust | $3.9M | 61.6% |
| PRINCIPAL/MULTI-MGR LDS CIT II |
Common Collective Trust |
| $2.1M |
| 33.4% |
| PRINCIPAL/MULTI-MGR LDS CITIII PRINCIPAL TRUST COMPANY · EIN 46-7074916 / PN 001 | Common Collective Trust | $118K | 1.9% |
| T. ROWE PRICE INST EQ INCOME M PRINCIPAL · EIN 46-6586666 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| VOYA LARGE CAP GROWTH CIT PRINCIPAL TRUST COMPANY · EIN 82-6249680 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL FED TTL RETURN BOND PRINCIPAL TRUST COMPANY · EIN 46-6584317 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL DODGE & COX INTERMED PRINCIPAL TRUST COMPANY · EIN 47-6566265 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL CAUSEWAY INTL VALUE PRINCIPAL TRUST COMPANY · EIN 47-6375784 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL BLACKROCK S&P MIDCAP PRINCIPAL TRUST COMPANY · EIN 52-2265235 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL BLACKROCK S&P 500 PRINCIPAL TRUST COMPANY · EIN 94-3224211 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL BLACKROCK INTL EQ PRINCIPAL TRUST COMPANY · EIN 52-2265229 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| ALLSPRING CORE BOND CIT PRINCIPAL TRUST COMPANY · EIN 94-3222878 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL/MULTI-MANAGER CIT I PRINCIPAL TRUST COMPANY · EIN 30-6225619 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL/MULTI-MANAGER CIT II PRINCIPAL TRUST COMPANY · EIN 92-1443848 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL/MULTI-MGR CIT III PRINCIPAL TRUST COMPANY · EIN 92-1443848 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL T. ROWE INST LRG C PRINCIPAL TRUST COMPANY · EIN 45-6648614 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL MULTI-MANAGER SM CAP PRINCIPAL TRUST COMPANY · EIN 45-6648658 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| VOYA LARGE CAP GROWTH CIT PRINCIPAL TRUST COMPANY · EIN 82-6249680 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| ACADIAN EMERGING MARKETS PORT PRINCIPAL TRUST COMPANY · EIN 46-1393346 / PN 001 | Common Collective Trust | $0 | <0.1% |
| ALLSPRING CORE BOND CIT PRINCIPAL TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL BLACKROCK INTL EQ PRINCIPAL TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL BLACKROCK S&P MIDCAP PRINCIPAL TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL BLACKROCK S&P 500 PRINCIPAL TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL CAUSEWAY INTL VALUE PRINCIPAL TRUST COMPANY · EIN 47-6375784 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL DODGE & COX INTERMED PRINCIPAL TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL FED TTL RETURN BOND PRINCIPAL TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL MULTI-MANAGER SM CAP PRINCIPAL TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL MFS VALUE CIT PRINCIPAL TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL T. ROWE INST LRG C PRINCIPAL TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE INST EQ INCOME M PRINCIPAL TRUST COMPANY · EIN 46-6586666 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL MFS VALUE CIT PRINCIPAL TRUST COMPANY · EIN 45-6648640 / PN 001 | Pooled Separate Account | $0 | <0.1% |