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 | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Fixed Income Option non 401(a) - * Principal Life Insurance Company at contract value | Other securities | — | — | $939K | 12.9% | |
| Principal Lifetime 2030 R5 Fund Mutual Fund | Other securities | — | — | $861K | 11.8% | |
| Principal Lifetime 2040 R5 Fund Mutual Fund | Other securities | — | — | $748K | 10.3% | |
| Principal Investment Large-Cap S&P 500 Index R5 Fund Mutual Fund | Other securities | — | — | $546K | 7.5% | |
| Principal Lifetime 2045 R5 Fund Mutual Fund | Other securities | — | — | $534K | 7.3% | |
| Principal Lifetime 2020 R5 Fund Mutual Fund | Other securities | — | — | $529K | 7.3% | |
| Principal Lifetime 2035 R5 Fund Mutual Fund | Other securities | — | — | $506K | 7.0% | |
| Principal Lifetime 2050 R5 Fund Mutual Fund | Other securities | — | — | $362K | 5.0% | |
| Principal Global Blue Chip R5 Fund Mutual Fund | Other securities | — | — | $311K | 4.3% | |
| Principal Core Plus Bond R5 Fund Mutual Fund | Other securities | — | — | $283K | 3.9% | |
| Neub Berm. Sust. Eq. Inv. Fund Mutual Fund | Other securities | — | — | $226K | 3.1% | |
| Principal Lifetime 2055 R5 Fund Mutual Fund | Other securities | — | — | $185K | 2.5% | |
| Principal Lifetime 2025 R5 Fund Mutual Fund | Other securities | — | — | $151K | 2.1% | |
| Principal Lifetime 2060 R5 Fund Mutual Fund | Other securities | — | — | $133K | 1.8% | |
| Principal Lifetime Str Inc R5 Fund Mutual Fund | Common Stock | — | — | $120K | 1.7% | |
| Notes receivable from participants Due at various dates through 2029 with interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $115K | 1.6% | |
| Principal Investment Midcap S&P 400 Index R5 Fund Mutual Fund | Other securities | — | — | $107K | 1.5% | |
| Principal Global Diversified International R5 Fund Mutual Fund | Other securities | — | — | $101K | 1.4% | |
| AB Discovery Growth A Fund Mutual Fund | Other securities | — | — | $86K | 1.2% | |
| Principal Equity Income R5 Fund Mutual Fund | Other securities | — | — | $77K | 1.1% | |
| Principal SmallCap Value II R5 Fund Mutual Fund | Other securities | — | — | $76K | 1.0% | |
| Macquarie Emerging Markets A F Mutual Fund | Other securities | — | — | $74K | 1.0% | |
| Principal Investment Small-Cap S&P Index 600 R5 Fund Mutual Fund | Other securities | — | — | $74K | 1.0% | |
| Principal Lifetime 2065 R5 Fund Mutual Fund | Other securities | — | — | $40K | 0.5% | |
| Principal SmallCap Growth I R5 Fund Mutual Fund | Other securities | — | — | $36K | 0.5% | |
| Victory Sycamore Est Val R Fund Mutual Fund | Other securities | — | — | $21K | 0.3% | |
| Principal Lifetime 2015 R5 Fund Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Principal Investment Real Estate Secs R5 Fund Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
