Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS, LLC | 42-1479618 | — | INVESTMENT ADVISORY | $8K | — |
| EQUITABLE ADVISORS LLC | 13-4071393 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $130K | — |
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 | — | — | $2.1M | $3.3M | 34.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z |
Pooled Separate Account |
| — |
| — |
| $3.3M |
| 34.3% |
| Principal Life Insurance Company | — | — | $2.3M | $2.1M | 21.3% |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | — | $2.1M | 21.3% |
| Principal Life Insurance Company | — | — | $1.7M | $1.7M | 17.4% |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $1.7M | 17.4% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.1M | 11.7% |
| Principal Life Insurance Company | — | — | $1.1M | $1.1M | 11.7% |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $667K | $659K | 6.8% |
| Principal Life Insurance Company | — | — | $332K | $405K | 4.2% |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $405K | 4.2% |
| Principal Life Insurance Company | — | — | $147K | $193K | 2.0% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $193K | 2.0% |
| Principal Life Insurance Company | — | — | $64K | $77K | 0.8% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $77K | 0.8% |
| PRIN ORG EMG MKTS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178 | Pooled Separate Account | — | — | $0 | <0.1% |
