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 | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROOKLIGHT PLACE SECURITIES, INC. | 36-3317130 | — | 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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | — | — | $0 | $1.9M | 16.6% | |
Common Collective Trust |
| — |
| — |
| $1.9M |
| 16.6% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 14.5% |
| Principal Life Insurance Company | — | — | $0 | $1.6M | 14.5% |
| Principal Life Insurance Company | — | — | $0 | $1.3M | 11.1% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 11.1% |
| Principal Global Investors Trust Co | — | — | $0 | $1.1M | 9.7% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.1M | 9.7% |
| Principal Global Investors Trust Co | — | — | $0 | $985K | 8.7% |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $985K | 8.7% |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $758K | 6.7% |
| Principal Global Investors Trust Co | — | — | $0 | $758K | 6.7% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $720K | 6.4% |
| Principal Global Investors Trust Co | — | — | $0 | $720K | 6.4% |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $495K | 4.4% |
| Principal Global Investors Trust Co | — | — | $0 | $495K | 4.4% |
| Principal Global Investors Trust Co | — | — | $0 | $435K | 3.8% |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $435K | 3.8% |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $377K | 3.3% |
| Principal Global Investors Trust Co | — | — | $0 | $377K | 3.3% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $287K | 2.5% |
| Principal Life Insurance Company | — | — | $0 | $287K | 2.5% |
| Principal Life Insurance Company | — | — | $0 | $222K | 2.0% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $222K | 2.0% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $209K | 1.8% |
| Principal Global Investors Trust Co | — | — | $0 | $209K | 1.8% |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $142K | 1.3% |
| Principal Global Investors Trust Co | — | — | $0 | $142K | 1.3% |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $120K | 1.1% |
| Principal Global Investors Trust Co | — | — | $0 | $120K | 1.1% |
| Principal Life Insurance Company | — | — | $0 | $111K | 1.0% |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $111K | 1.0% |
| Principal Global Investors Trust Co | — | — | $0 | $95K | 0.8% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $95K | 0.8% |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $87K | 0.8% |
| Principal Global Investors Trust Co | — | — | $0 | $87K | 0.8% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $74K | 0.7% |
| Principal Global Investors Trust Co | — | — | $0 | $74K | 0.7% |
| Principal Life Insurance Company | — | — | $0 | $72K | 0.6% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $72K | 0.6% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $56K | 0.5% |
| Principal Life Insurance Company | — | — | $0 | $56K | 0.5% |
| Principal Global Investors Trust Co | — | — | $0 | $50K | 0.4% |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $50K | 0.4% |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $42K | 0.4% |
| Principal Life Insurance Company | — | — | $0 | $42K | 0.4% |
| Principal Life Insurance Company | — | — | $0 | $41K | 0.4% |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $41K | 0.4% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $27K | 0.2% |
| Principal Life Insurance Company | — | — | $0 | $27K | 0.2% |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $19K | 0.2% |
| Principal Life Insurance Company | — | — | $0 | $19K | 0.2% |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $16K | 0.1% |
| Principal Life Insurance Company | — | — | $0 | $16K | 0.1% |
| Principal Life Insurance Company | — | — | $0 | $12K | 0.1% |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $12K | 0.1% |
