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 | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Global Investors | — | — | $2.8M | $2.6M | 46.9% | |
| PRIN LDI LONG DURATION SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 |
Pooled Separate Account |
| — |
| — |
| $2.6M |
| 46.9% |
| Principal Global Investors | — | — | $731K | $1.0M | 18.8% |
| PRIN INTL EQUITY INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $1.0M | 18.8% |
| Principal Global Investors | — | — | $521K | $555K | 10.0% |
| PRIN LDI INTRM DURSEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $555K | 10.0% |
| Principal Global Investors | — | — | $242K | $420K | 7.6% |
| PRIN SMCAP S&P 600 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $420K | 7.6% |
| Principal Global Investors | — | — | $261K | $311K | 5.6% |
| PRIN GLBL EMERG MARKETS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $311K | 5.6% |
| Principal Global Investors | — | — | $166K | $186K | 3.3% |
| PRIN LDI SHORT DUR SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | — | — | $186K | 3.3% |
| Principal Global Investors | — | — | $58K | $93K | 1.7% |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $93K | 1.7% |
| Principal Global Investors | — | — | $128K | $91K | 1.6% |
| PRIN LDI EXT DURSEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 129 | Pooled Separate Account | — | — | $91K | 1.6% |
