Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $88K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Other securities | — | $0 | $2.0M | 17.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 17.4% | |
| Principal Life Insurance Company | Other securities | — | $0 | $1.2M | 10.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 10.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.0M | 9.0% | |
| Principal Life Insurance Company | Other securities | — | $0 | $1.0M | 9.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $947K | 8.3% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $947K | 8.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $881K | 7.7% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $881K | 7.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $728K | 6.4% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $728K | 6.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $699K | 6.1% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $699K | 6.1% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $555K | 4.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $555K | 4.9% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $427K | 3.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $427K | 3.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $419K | 3.7% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $419K | 3.7% | |
| Western Asset Management Co. | Common Stock | — | $0 | $401K | 3.5% | |
| Principal Life Insurance Company | Other securities | — | $0 | $300K | 2.6% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $265K | 2.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $265K | 2.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $188K | 1.6% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $188K | 1.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $188K | 1.6% | |
| Principal Life Insurance Company | Other securities | — | $0 | $181K | 1.6% | |
| Principal Life Insurance Company | Other securities | — | $0 | $168K | 1.5% | |
| Vanguard Group | Common Stock | — | $0 | $166K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $112K | 1.0% | |
| Principal Life Insurance Company | Other securities | — | $0 | $112K | 1.0% | |
| Vanguard Group | Common Stock | — | $0 | $109K | 1.0% | |
| Principal Life Insurance Company | Other securities | — | $0 | $106K | 0.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $75K | 0.7% | |
| PGIM Investments | Other securities | — | $0 | $75K | 0.7% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $54K | 0.5% | |
| Fidelity Investments | Other securities | — | $0 | $54K | 0.5% | |
| Vanguard Group | Common Stock | — | $0 | $43K | 0.4% | |
| The American Funds | Other securities | — | $0 | $41K | 0.4% | |
| Principal Life Insurance Company | Other securities | — | $0 | $25K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $25K | 0.2% | |
| The American Funds | Other securities | — | $0 | $22K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $22K | 0.2% | |
| The American Funds | Other securities | — | $0 | $20K | 0.2% | |
| The American Funds | Other securities | — | $0 | $15K | 0.1% | |
| Fidelity Investments | Other securities | — | $0 | $9K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $9K | <0.1% | |
| Principal Life Insurance Company | Other securities | — | $0 | $8K | <0.1% | |
| Principal Global Investors Trust Co | Common Stock | — | $0 | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
