Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS AGENCY LLC | 54-0910269 | — | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
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 HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.6M | 18.7% | |
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 13.4% | |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $991K | 11.4% | |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $910K | 10.4% | |
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $744K | 8.5% | |
| Registered Investment Companies * Principal Global Investors Principal Global Investors LargeCap Growth I Fund | Other securities | — | — | $543K | 6.2% | |
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $342K | 3.9% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $337K | 3.9% | |
| PRIN LIFETIME HY 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $315K | 3.6% | |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $287K | 3.3% | |
| Principal Global Investors Principal Global Investors SmallCap Growth I Fund | Other securities | — | — | $219K | 2.5% | |
| Principal Global Investors Principal Global Investors MidCap Fund | Other securities | — | — | $207K | 2.4% | |
| Principal Global Investors Principal Global Investors Diversified International Fund | Other securities | — | — | $125K | 1.4% | |
| PRIN LIFETIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $118K | 1.4% | |
| Principal Global Investors Principal Global Investors LargeCap S&P 500 Index Fund | Other securities | — | — | $115K | 1.3% | |
| Principal Global Investors Principal Real Estate Inv Real Estate Securities Fund | Other securities | — | — | $109K | 1.3% | |
| * Principal Trust Company Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $106K | 1.2% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $92K | 1.1% | |
| Principal Global Investors Principal Global Investors Core Plus Bond Fund | Other securities | — | — | $84K | 1.0% | |
| Principal Global Investors Principal Global Investors International Equity Index Fund | Other securities | — | — | $75K | 0.9% | |
| Principal Global Investors Principal Global Investors Emerging Markets Fund | Other securities | — | — | $61K | 0.7% | |
| Principal Global Investors Principal Global Investors Core Fixed Income Fund | Other securities | — | — | $32K | 0.4% | |
| (E) | Other securities | — | — | $26K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $26K | 0.3% | |
| Principal Global Investors Principal Global Investors MidCap S&P 400 Index Fund | Other securities | — | — | $25K | 0.3% | |
| Principal Global Investors Principal Global Investors SmallCap S&P 600 Index Fund | Other securities | — | — | $24K | 0.3% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $19K | 0.2% | |
| Principal Global Investors Principal Global Investors Bond Market Index Fund | Other securities | — | — | $7K | <0.1% | |
| Principal Global Investors Principal Global Investors Equity Income Fund | Other securities | — | — | $5K | <0.1% | |
| Principal Global Investors Principal Global Investors SmallCap Value II Fund | Other securities | — | — | $2K | <0.1% | |
| Principal Global Investors Principal Global Investors MidCap Value Fund | Other securities | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $751 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
