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 INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & COMPANY INC. | 43-0538770 | — | INVESTMENT ADVISOR | $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 SAM CONS GROWTH SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | $906K | 15.4% |
| PRIN LARGE CAP GROWTH I SA-R4 |
Pooled Separate Account |
| $189K |
| 3.2% |
| PRIN MIDCAP SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | $159K | 2.7% |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $120K | 2.1% |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $76K | 1.3% |
| PRIN SAM STRAT GROWTH SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | $74K | 1.3% |
| PRIN SAM CONS BALANCES SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | $26K | 0.4% |
| PRINCIPAL BOND MKT INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | $20K | 0.3% |
| PRIN EQUITY INCOME SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $18K | 0.3% |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $10K | 0.2% |
| PRIN DIVERSIFIED INTL SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $4K | <0.1% |
| PRIN SAM BALANCED SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | $730 | <0.1% |
| PRIN SAM FLEXIBLE INCOME SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | $362 | <0.1% |
