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 | $8K | — |
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 LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.3M | 14.5% | |
| Principal Life Insurance Company Lifetime 2030 Account | Other securities | — | — | $3.2M | 13.9% | |
| PRIN LIFETM 2030 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $3.2M | 13.9% | |
| Principal Life Insurance Company Lifetime 2050 Account | Other securities | — | — | $3.2M | 13.7% | |
| PRIN LIFETM 2050 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $3.2M | 13.7% | |
| Principal Life Insurance Company Lifetime 2040 Account | Other securities | — | — | $2.6M | 11.3% | |
| PRIN LIFETM 2040 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.6M | 11.3% | |
| PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.9M | 8.3% | |
| Principal Life Insurance Company Mid Cap Account | Other securities | — | — | $1.6M | 6.7% | |
| PRIN MIDCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.6M | 6.7% | |
| Principal Life Insurance Company Lifetime 2060 Account | Other securities | — | — | $1.1M | 4.7% | |
| PRIN LIFETM 2060 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.1M | 4.7% | |
| Principal Life Insurance Company Diversified International Account | Other securities | — | — | $959K | 4.2% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $959K | 4.2% | |
| PRIN BLUE CHIP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $696K | 3.0% | |
| Principal Life Insurance Company Lifetime 2020 Account | Other securities | — | — | $679K | 2.9% | |
| PRIN LIFETM 2020 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $679K | 2.9% | |
| Principal Life Insurance Company Small Cap Growth I Account | Other securities | — | — | $634K | 2.7% | |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $634K | 2.7% | |
| Principal Life Insurance Company Mid Cap Growth Account | Other securities | — | — | $503K | 2.2% | |
| PRIN MIDCAP GROWTH SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $503K | 2.2% | |
| Principal Life Insurance Company Small Cap Account | Other securities | — | — | $495K | 2.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $495K | 2.1% | |
| Principal Life Insurance Company Large Cap Growth I Account | Other securities | — | — | $466K | 2.0% | |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $466K | 2.0% | |
| PRIN CORE PLUS BOND SEP ACT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $397K | 1.7% | |
| PRIN LARGECAP VALUE III SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $223K | 1.0% | |
| Principal Life Insurance Company Mid Cap Value I Account | Other securities | — | — | $218K | 0.9% | |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $218K | 0.9% | |
| Principal Life Insurance Company Lifetime 2070 Account | Other securities | — | — | $158K | 0.7% | |
| PRIN LIFETM 2070 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $158K | 0.7% | |
| Principal Life Insurance Company Lifetime Strategic Income Account | Other securities | — | — | $151K | 0.7% | |
| PRIN LIFETM STR INC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $151K | 0.7% | |
| PRIN U.S. PROPERTY SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $147K | 0.6% | |
| Principal Life Insurance Company Small Cap Value II Account | Other securities | — | — | $146K | 0.6% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $146K | 0.6% | |
| Notes receivable from participants Participant Loans – 8% | Participant loans | — | — | $135K | 0.6% | |
| Principal Life Insurance Company Principal Financial Group, Inc. Stock Account | Common Stock | — | — | $106K | 0.5% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $106K | 0.5% | |
| (E) | Other securities | — | — | $89K | 0.4% | |
| PRIN MIDCAP GROWTH III SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $89K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
