This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITY SERVICES, INC. | 03-0221141 | — | 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $737K | 17.3% |
| PRIN LIFETIME HY 2050 CIT Z85 |
Common Collective Trust |
| $573K |
| 13.4% |
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $403K | 9.5% |
| PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $375K | 8.8% |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $281K | 6.6% |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $278K | 6.5% |
| PRIN GOVT & HQ BOND SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | $237K | 5.6% |
| PRIN LARGECAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $219K | 5.1% |
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $198K | 4.6% |
| PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $186K | 4.4% |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $167K | 3.9% |
| PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $131K | 3.1% |
| PRIN MIDCAP GROWTH SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | $85K | 2.0% |
| PRIN HIGH INCOME SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | $59K | 1.4% |
| PRIN DIVERSIFIED INTL SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $58K | 1.4% |
| PRINCIPAL OVERSEAS SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | $45K | 1.1% |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $25K | 0.6% |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $21K | 0.5% |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $20K | 0.5% |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $19K | 0.4% |
| PRIN INTL EQUITY INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | $17K | 0.4% |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $10K | 0.2% |
| PRIN CORE FIX INC SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | $9K | 0.2% |
| PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $4K | <0.1% |
| PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $3K | <0.1% |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $469 | <0.1% |
| PRIN LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $0 | <0.1% |
