Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE INVESTMENTS INC | 20-5319494 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $109K | — |
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 LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $3.0M | 16.0% | |
| Principal Life Insurance Company Prin Fixed Inc Guar Option | Common Stock | — | — | $2.7M | 14.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.0M | 10.6% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.3M | 6.8% | |
| MFS Investment Management Mfs Mass Inv Growth Stk R6 Fd | Other securities | — | — | $1.2M | 6.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Other securities | — | — | $1.0M | 5.5% | |
| JP Morgan Funds Jp Morgan Lrg Cap Value R6 Fd | Other securities | — | — | $929K | 5.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $888K | 4.8% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $769K | 4.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $747K | 4.0% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $693K | 3.7% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Other securities | — | — | $384K | 2.1% | |
| The American Funds American Funds Newprsp R6 Fnd | Other securities | — | — | $354K | 1.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $354K | 1.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $269K | 1.4% | |
| dates through November 2029 | Other securities | — | — | $261K | 1.4% | |
| Janus International Holding, LLC Janushenderson Entrprs N | Other securities | — | — | $246K | 1.3% | |
| PIMCO Funds Pimco Real Return Instl Fund | Other securities | — | — | $236K | 1.3% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $206K | 1.1% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Other securities | — | — | $180K | 1.0% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $116K | 0.6% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $103K | 0.6% | |
| The American Funds American Funds Newworld R6 | Other securities | — | — | $81K | 0.4% | |
| Fidelity Investments Fidelity International Idx Fd | Other securities | — | — | $79K | 0.4% | |
| The American Funds Am Fds Europacific Grth R6 Fd | Other securities | — | — | $67K | 0.4% | |
| JP Morgan Funds Jp Morgan Core Plus Bond R6 Fd | Other securities | — | — | $64K | 0.3% | |
| (E) | Other securities | — | $59K | $64K | 0.3% | |
| Fidelity Investments Fidelity Us Bond Index Fund | Other securities | — | — | $59K | 0.3% | |
| Dimensional Fund Advisors Dfa Us Targeted Value I Fund | Other securities | — | — | $59K | 0.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $54K | 0.3% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $51K | 0.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $45K | 0.2% | |
| (E) | Other securities | — | — | $45K | 0.2% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $45K | 0.2% | |
| BlackRock Adv Intl K Fund | Other securities | — | — | $38K | 0.2% | |
| PGIM Investments Pgim Jennison Small Co R6 Fd | Common Stock | — | — | $29K | 0.2% | |
| BlackRock Strat Gbl Bond K Fd | Other securities | — | — | $17K | <0.1% | |
| Cohen & Steers Cohen & Steers Re Est Sec Z Fd | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
