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 | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $8.8M | 19.8% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.4M | 12.2% | |
| Principal Investors Capital Appreciation Inst Fund a | Other securities | — | — | $3.7M | 8.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.6M | 8.2% | |
| Vanguard 500 Index Admiral Fund a | Other securities | — | — | $3.4M | 7.5% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.9M | 6.5% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.5M | 5.5% | |
| Principal Life Insurance Fixed Income Option 401(a/k) a | Other securities | — | — | $2.5M | 5.5% | |
| T. Rowe Price Largecap Growth I R6 Inst Fund a | Other securities | — | — | $2.3M | 5.1% | |
| Robert W. Baird & Co. Inc Baird Core Plus Bond I Fund a | Mutual Funds | — | — | $1.2M | 2.8% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.0M | 2.3% | |
| Principal Investors Equity Income Inst Fund a | Other securities | — | — | $913K | 2.1% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $825K | 1.9% | |
| Vanguard Smallcap Index Admiral Fund a | Other securities | — | — | $825K | 1.9% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $716K | 1.6% | |
| AB/Brown/Emerald Smallcap Growth I Inst Fund a | Other securities | — | — | $712K | 1.6% | |
| American Funds EuroPacific Growth R6 Fund a | Other securities | — | — | $677K | 1.5% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $475K | 1.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $376K | 0.8% | |
| Vaughan Nelson/H&W Smallcap Value II R6 Inst Fund a | Other securities | — | — | $330K | 0.7% | |
| Vanguard FTSE All-World ex-US Index Fund a | Other securities | — | — | $257K | 0.6% | |
| Group Annuity Contracts * Principal Life Insurance Fixed Income Guaranteed Option a | Common Stock | — | — | $105K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3K | <0.1% | |
| (E) | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
