Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $78K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.3M | 16.9% | |
| PRIN LIFETIME HYBR2035 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $932K | 11.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $779K | 9.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $770K | 9.8% | |
| Indiv Insurance Policies Indiv Insurance Policies | Other securities | — | — | $691K | 8.8% | |
| Participant Loans Participant Loans due in various amounts, maturing on various | Participant loans | — | — | $665K | 8.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $562K | 7.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $465K | 5.9% | |
| Principal LgCap Growth I Sep Acct | Other securities | — | — | $276K | 3.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $276K | 3.5% | |
| Vanguard Group Vanguard Int-Tm Bd Idx Adm Fd | Common Stock | — | — | $175K | 2.2% | |
| Principal Prin Fixed Inc Guar Option | Common Stock | — | — | $133K | 1.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $123K | 1.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO932023 · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $101K | 1.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $82K | 1.0% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $75K | 0.9% | |
| Vanguard Group Vanguard Equity-Inc Adm Fund | Common Stock | — | — | $68K | 0.9% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $62K | 0.8% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | Other securities | — | — | $58K | 0.7% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | Common Stock | — | — | $56K | 0.7% | |
| Capital Research & Mgmt Co American Funds NewWorld R6 | Common Stock | — | — | $48K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $46K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $45K | 0.6% | |
| Dimensional Fund Advisors DFA Real Estate Secs I FD | Other securities | — | — | $44K | 0.6% | |
| Lord Abbett & Co, LLC Lord Abbett High Yield R6 Fund | Common Stock | — | — | $41K | 0.5% | |
| PRIN LIFE TIME HYBR 2016 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $40K | 0.5% | |
| AB LP AB Global Bond Z Fund | Other securities | — | — | $38K | 0.5% | |
| PRIN CORE PLUS BOND SEO ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $34K | 0.4% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Common Stock | — | — | $32K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $29K | 0.4% | |
| Victory Capital Mgmt Victory Sycamore Eat Val R6 Fd | Other securities | — | — | $25K | 0.3% | |
| Dimensional Fund Advisors DFA Infl Protected Sec I Fund | Other securities | — | — | $18K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $12K | 0.1% |
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 |
|---|---|---|---|---|---|
| NEW YORK LIFE SECURITIES | 27-0145686 | — | OTHER SERVICES | $0 | — |
