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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA, INC | 11-2551174 | — | OTHER SERVICES | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Equity-Inc Adm Fund | Common Stock | — | — | $3.9M | 18.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.9M | 18.7% | |
| Vgd LT Inv-Grade Bond Adm Fund | Other securities | — | — | $3.0M | 14.6% | |
| Nuveen Lifecycl Index 2055 R6 | Other securities | — | — | $2.6M | 12.6% | |
| Vanguard RE Index Adm Fund | Other securities | — | — | $1.6M | 7.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.6M | 7.6% | |
| PIMCO StocksPLUS Intl I Fund | Other securities | — | — | $1.4M | 6.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.4M | 6.8% | |
| Victory Syca Sm Co Opp A Fund | Common Stock | — | — | $1.2M | 5.7% | |
| Nuveen Lifecycl Index 2060 R6 | Other securities | — | — | $1.0M | 4.9% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | — | $775K | 3.8% | |
| Nuveen Lifecycl Index 2050 R6 | Other securities | — | — | $743K | 3.6% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Stock | — | — | $681K | 3.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $672K | 3.3% | |
| Nuveen Lifecycl Index 2035 R6 | Other securities | — | — | $600K | 2.9% | |
| PIMCO GNMA Govt Sec Instl Fund | Agency / Mortgage-Backed | — | — | $382K | 1.8% | |
| Nuveen Lifecycl Index 2040 R6 | Other securities | — | — | $369K | 1.8% | |
| Participant Loans | Participant loans | — | — | $273K | 1.3% | |
| Nuveen Lifecycl Index 2045 R6 | Other securities | — | — | $220K | 1.1% | |
| MFS Interntl Equity R6 Fund | Other securities | — | — | $207K | 1.0% | |
| Nuveen Lifecycl Index 2030 R6 | Other securities | — | — | $207K | 1.0% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stock | — | — | $163K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $129K | 0.6% | |
| Nuveen Lifecycl Index 2025 R6 | Other securities | — | — | $127K | 0.6% | |
| Nuveen Lifecycl Index 2020 R6 | Other securities | — | — | $125K | 0.6% | |
| PIMCO Short-Term Instl Fund | Other securities | — | — | $107K | 0.5% | |
| Prin LgCp S&P 500 Index SA-Z | Common Stock | — | — | $55K | 0.3% | |
| Prin Blue Chip SA-Z | Common Stock | — | — | $50K | 0.2% | |
| BlackRock 40/60 Trgt Allo K Fd | Other securities | — | — | $37K | 0.2% | |
| JP Morgan US Equity R6 Fund | Other securities | — | — | $35K | 0.2% | |
| FIDELITY ADV TECH Z FUND | Other securities | — | — | $25K | 0.1% | |
| Nuveen Lifecycl Index 2065 R6 | Other securities | — | — | $5K | <0.1% | |
| Nuveen Lifecycl Indx Ret Inc R | Common Stock | — | — | $3K | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | — | $2K | <0.1% | |
| BlackRock 60/40 Trgt All K Fd | Other securities | — | — | $2K | <0.1% |
