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 | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $3.4M | 17.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.4M | 17.3% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.3M | 11.5% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.7M | 8.9% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.7M | 8.9% | |
| American Centur Mid-Cap Val R6 | Other securities | — | $0 | $1.7M | 8.6% | |
| American Funds NewWorld R6 | Other securities | — | $0 | $1.4M | 7.1% | |
| Principal Stable Value Z Fund | Other securities | — | $0 | $912K | 4.7% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $854K | 4.4% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $722K | 3.7% | |
| DFA Real Estate Secs I Fd | Other securities | — | $0 | $637K | 3.3% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $525K | 2.7% | |
| PGIM High Yield R6 Fund | Other securities | — | $0 | $514K | 2.6% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $505K | 2.6% | |
| DFA US Targeted Value I Fund | Other securities | — | $0 | $437K | 2.2% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $340K | 1.7% | |
| Vanguard Mid Cap Index Adm Fd | Other securities | — | $0 | $297K | 1.5% | |
| Vanguard Sm Cap Index Adm Fund | Other securities | — | $0 | $252K | 1.3% | |
| MFS MID-CAP GROWTH R6 FUND | Other securities | — | $0 | $199K | 1.0% | |
| MFS Growth R6 Fund | Other securities | — | $0 | $182K | 0.9% | |
| Vanguard Intl Growth Adm Fd | Other securities | — | $0 | $179K | 0.9% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $172K | 0.9% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $159K | 0.8% | |
| PIMCO Real Return Instl Fund | Other securities | — | $0 | $116K | 0.6% | |
| iShares S&P 500 Index K Fund | Other securities | — | $0 | $92K | 0.5% | |
| Dodge & Cox Stock I Fund | Other securities | — | $0 | $76K | 0.4% | |
| DFA Int'l Small Company I Fd | Other securities | — | $0 | $41K | 0.2% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $23K | 0.1% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $20K | 0.1% | |
| Columbia Small Cap Growth I3 | Other securities | — | $0 | $7K | <0.1% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $211 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
