Audrey Tomlinson signed Nippon Life Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nippon Life Group's EIN is 04-2509896.
Download the official 2024 Form 5500 (PDF) for Nippon Life Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nippon Life Group's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
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 | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $2.8M | 11.1% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $2.7M | 10.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.7M | 10.7% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.1M | 8.2% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $1.9M | 7.6% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.8M | 7.1% | |
| Morley Stable Value Fund | Stable Value | — | $0 | $1.5M | 5.7% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $0 | $1.5M | 5.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $935K | 3.6% | |
| Guaranteed Interest | Other securities | — | $0 | $935K | 3.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $0 | $824K | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $807K | 3.1% | |
| Principal SmallCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $807K | 3.1% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $745K | 2.9% | |
| Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $707K | 2.8% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $706K | 2.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $706K | 2.7% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $635K | 2.5% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | $0 | $597K | 2.3% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $587K | 2.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $587K | 2.3% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | $0 | $572K | 2.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $572K | 2.2% | |
| Macquarie Emerging Markets R6 | Other securities | — | $0 | $536K | 2.1% | |
| Prin Govt & HO Bond SA-Z | Common Stocks | — | $0 | $409K | 1.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $409K | 1.6% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | $0 | $366K | 1.4% | |
| PIMCO RAE PLUS Instl Fun | Mutual Funds | — | $0 | $332K | 1.3% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | $0 | $332K | 1.3% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | $0 | $279K | 1.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $270K | 1.1% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $268K | 1.0% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $212K | 0.8% | |
| Goldman Sachs LgCp Gr In R6 Fd | Other securities | — | $0 | $212K | 0.8% | |
| PRIN LIFETIME HYB 2070 CIT U | Common Collective Trusts | — | $0 | $157K | 0.6% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | $0 | $145K | 0.6% | |
| Vanguard MidCp Grth Idx Adm Fd | Common Collective Trusts | — | $0 | $138K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $0 | $119K | 0.5% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | $0 | $114K | 0.4% | |
| Vanguard Int-Tm Bd Idx Adm Fd | Common Collective Trusts | — | $0 | $113K | 0.4% | |
| Fidelity Intmd Tr Bd Index Fd | Mutual Funds | — | $0 | $107K | 0.4% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $83K | 0.3% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $42K | 0.2% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $30K | 0.1% | |
| Prin MidCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $26K | 0.1% | |
| Vanguard Tgt Rmt Inc Iny Fund | Mutual Funds | — | $0 | $20K | <0.1% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $0 | $19K | <0.1% | |
| Vanguard ST Bd Index Admirl Fd | Mutual Funds | — | $0 | $17K | <0.1% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $15K | <0.1% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $12K | <0.1% |