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 | $57K | — |
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 BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $3.5M | 13.0% | |
| BLACKROCK LFPTH INDX 2030 K FD Mutual Fund | Other securities | — | — | $2.4M | 8.9% | |
| BLACKROCK LFPTH IND RTRMT K FD Mutual Fund | Other securities | — | — | $2.2M | 8.2% | |
| BLACKROCK LFPTH INDX 2045 K FD Mutual Fund | Other securities | — | — | $2.1M | 7.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.0M | 7.6% | |
| BLACKROCK LFPTH INDX 2050 K FD Mutual Fund | Other securities | — | — | $1.8M | 6.7% | |
| BLACKROCK LFPTH INDX 2035 K FD Mutual Fund | Other securities | — | — | $1.7M | 6.5% | |
| BLACKROCK LFPTH INDX 2040 K FD Mutual Fund | Other securities | — | — | $1.5M | 5.6% | |
| FIDELITY 500 INDEX FUND Mutual Fund | Other securities | — | — | $1.4M | 5.2% | |
| BLACKROCK LFPTH INDX 2055 K FD Mutual Fund | Other securities | — | — | $1.3M | 4.9% | |
| AMER FUNDS AMER BAL R6 FD Mutual Fund | Other securities | — | — | $1.2M | 4.4% | |
| MFS BLND RSCH CORE EQTY R6 FD Mutual Fund | Other securities | — | — | $1.1M | 4.3% | |
| VANGUARD FED MONEY MRKT INV FD Money Market Fund | Cash / Money Market | — | — | $1.1M | 4.0% | |
| BLACKROCK LFPTH IDX 2060 K FD Mutual Fund | Other securities | — | — | $579K | 2.2% | |
| PGIM TOTAL RET BOND R6 FD Mutual Fund | U.S. Treasuries | — | — | $564K | 2.1% | |
| MFS INTL DIVERSIFICATION R6 FD Mutual Fund | Other securities | — | — | $411K | 1.5% | |
| Notes receivable from participants Bearing interest at 4.25% - 9.50% - | Bonds / Notes | — | — | $364K | 1.4% | |
| AM FNDS CAP INC BUILDER R6 FD Mutual Fund | Common Stock | — | — | $286K | 1.1% | |
| FIDELITY MID CAP INDEX FUND Mutual Fund | Other securities | — | — | $137K | 0.5% | |
| BLACKROCK LFPTH IDX 2065 K FD Mutual Fund | Other securities | — | — | $91K | 0.3% | |
| COHEN & STEERS REALTY SH FD Mutual Fund | Other securities | — | — | $67K | 0.3% | |
| (E) | Other securities | — | — | $60K | 0.2% | |
| VANGUARD SM CAP INDEX ADM FUND Mutual Fund | Other securities | — | — | $60K | 0.2% | |
| MFS BLND RSRCH MD CP EQ R6 FD Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| (E) | Other securities | — | $67K | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
