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 | — | NONE | $26K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 14.5% | |
| Vanguard 500 Index Admiral Fund 2,289 | Other securities | — | — | $1.2M | 12.5% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 12.4% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 11.3% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.0M | 10.2% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $790K | 8.0% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $750K | 7.6% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $517K | 5.2% | |
| Participant Loans 4.25% - 9.50% - | Bonds / Notes | — | — | $370K | 3.7% | |
| Vanguard Mid-Cap Index Admiral Fund 782 | Other securities | — | — | $255K | 2.6% | |
| Vanguard Small-Cap Index Admiral Fund 1,626 | Other securities | — | — | $187K | 1.9% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $170K | 1.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $147K | 1.5% | |
| Vanguard FTSE Soc Index Admiral Fund 2,440 | Other securities | — | — | $138K | 1.4% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $128K | 1.3% | |
| Hartford International Opportunities R6 Fund 4,758 | Other securities | — | — | $92K | 0.9% | |
| Baird Aggregate Bond Institutional Fund 8,201 | Other securities | — | — | $79K | 0.8% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $78K | 0.8% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $63K | 0.6% | |
| T. Rowe Price Emering Markets Stock I Fund 1,393 | Other securities | — | — | $47K | 0.5% | |
| Voya Small Company I Fund 1,446 | Other securities | — | — | $21K | 0.2% | |
| Touchstone Mid-Cap Y Fund 370 | Other securities | — | — | $20K | 0.2% | |
| PIMCO International Bond Fund 1,268 | Other securities | — | — | $13K | 0.1% | |
| Harbor Capital Appreciation Retirement Fund 84 | Other securities | — | — | $10K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID INC CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
