Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP LLC | 71-0927304 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
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 LT 2040 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $1.3M | 19.8% | |
| PRINCIPAL LT 2045 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | — | — | $1.3M | 18.9% | |
| PRINCIPAL LT 2030 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $809K | 12.0% | |
| PRINCIPAL LT 2035 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | — | — | $605K | 9.0% | |
| PRINCIPAL LT 2020 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $374K | 5.5% | |
| PRINCIPAL LT 2055 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | — | — | $332K | 4.9% | |
| PRINCIPAL LT 2050 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $316K | 4.7% | |
| Fidelity 500 Index Fund Registered Investment Company | Other securities | — | — | $232K | 3.4% | |
| Columbia Div Income I3 Fund Registered Investment Company | Other securities | — | — | $229K | 3.4% | |
| PRINCIPAL LT 2060 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | — | $178K | 2.6% | |
| Am Fds EuroPacific Grth R6 Fd Registered Investment Company | Other securities | — | — | $119K | 1.8% | |
| JP Morgan Large Cap Gr R6 Fd Registered Investment Company | Other securities | — | — | $117K | 1.7% | |
| maturing through April 2029 - | Other securities | — | — | $90K | 1.3% | |
| Vic Triv Intl Small Cap R6 Fd Registered Investment Company | Other securities | — | — | $82K | 1.2% | |
| BlackRock Md-Cp Gr Eq K Fd Registered Investment Company | Other securities | — | — | $77K | 1.1% | |
| Fidelity US Bond Index Fund Registered Investment Company | Other securities | — | — | $76K | 1.1% | |
| PRINCIPAL LT 2025 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | — | — | $71K | 1.1% | |
| JP Morgan US Res En Eq R6 Fd Registered Investment Company | Other securities | — | — | $53K | 0.8% | |
| PIMCO Income Institutional Fd Registered Investment Company | Other securities | — | — | $37K | 0.6% | |
| PRINCIPAL LT 2065 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 013 | Common Collective Trust | — | — | $26K | 0.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $23K | 0.3% | |
| Amer Century Sml Cap Val R6 Fd Registered Investment Company | Other securities | — | — | $19K | 0.3% | |
| AB Small Cap Grwth Port Z Fd Registered Investment Company | Other securities | — | — | $15K | 0.2% | |
| Nuveen Real Estate Sec Sel R6 Registered Investment Company | Other securities | — | — | $15K | 0.2% | |
| Macquarie Natural Resources R6 Registered Investment Company | Other securities | — | — | $8K | 0.1% | |
| Fidelity Mid Cp Index Fund Registered Investment Company | Other securities | — | — | $6K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRINCIPAL LT 2015 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 008 | Common Collective Trust | — | — | $15 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $50K |
| — |
