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 | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Lifetime 2040 R5 Fund Mutual Fund | Other securities | — | — | $715K | 11.7% | |
| Principal Lifetime 2030 R5 Fund Mutual Fund | Other securities | — | — | $703K | 11.5% | |
| Principal Life Insurance Company Insurance Company General Principal Fixed Income 401(a) - at contract value | Other securities | — | — | $658K | 10.8% | |
| Principal Lifetime 2045 R5 Fund Mutual Fund | Other securities | — | — | $605K | 9.9% | |
| Principal Lifetime 2010 R5 Fund Mutual Fund - * Principal Lifetime 2035 R5 Fund Mutual Fund | Other securities | — | — | $430K | 7.0% | |
| Principal Investment Large-Cap S&P 500 Index R5 Fund Mutual Fund | Other securities | — | — | $411K | 6.7% | |
| Principal Lifetime 2050 R5 Fund Mutual Fund | Other securities | — | — | $396K | 6.5% | |
| Principal Lifetime 2020 R5 Fund Mutual Fund | Other securities | — | — | $364K | 5.9% | |
| Principal Lifetime 2055 R5 Fund Mutual Fund | Other securities | — | — | $293K | 4.8% | |
| Principal Lifetime 2025 R5 Fund Mutual Fund | Other securities | — | — | $242K | 4.0% | |
| Principal Lifetime 2060 R5 Fund Mutual Fund | Other securities | — | — | $234K | 3.8% | |
| Notes receivable from participants Due at various dates through 2030 with interest rates of 4.25% - 9.5% - | Bonds / Notes | — | — | $204K | 3.3% | |
| Neub Berm. Sust. Eq. Investment Fund Mutual Fund | Other securities | — | — | $160K | 2.6% | |
| Blue Chip R5 Fund Mutual Fund | Other securities | — | — | $140K | 2.3% | |
| Macquarie Emerging Markets A F Mutual Fund | Other securities | — | — | $113K | 1.9% | |
| Principal Core Plus Bond R5 Fund Mutual Fund | Other securities | — | — | $105K | 1.7% | |
| Principal Global Diversified International R5 Fund Mutual Fund | Other securities | — | — | $68K | 1.1% | |
| Principal Lifetime Strategic Income R5 Fund Mutual Fund | Other securities | — | — | $56K | 0.9% | |
| (E) | Other securities | — | $26K | $56K | 0.9% | |
| Small Cap Growth I R5 Fund Mutual Fund | Other securities | — | — | $51K | 0.8% | |
| Principal Investment MidCap S&P 400 Index R5 Fund Mutual Fund | Other securities | — | — | $42K | 0.7% | |
| AB Discovery Growth A Fund Mutual Fund | Other securities | — | — | $36K | 0.6% | |
| Principal Lifetime 2015 R5 Fund Mutual Fund 729 * Principal Lifetime 2065 R5 Fund Mutual Fund | Other securities | — | — | $30K | 0.5% | |
| Principal Equity Income R5 Fund Mutual Fund | Other securities | — | — | $26K | 0.4% | |
| Principal Investment Small-Cap S & P Index 600 R5 Fund Mutual Fund | Other securities | — | — | $23K | 0.4% | |
| Small Cap Value II R5 Fund Mutual Fund | Other securities | — | — | $8K | 0.1% | |
| Victory Sycamore East Val R Fund Mutual Fund | Other securities | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
