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 | $26K | — |
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 HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 16.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 11.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.4M | 11.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 8.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $972K | 8.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $896K | 7.4% | |
| Investment Contract * Principal Life Ins. Co. Fixed Income Guaranteed Option N/R | Common Stock | — | — | $820K | 6.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $619K | 5.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $396K | 3.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $351K | 2.9% | |
| Participant Loans * Participant loans Interest rates: at 5.25% - 10.50% $0 | Bonds / Notes | — | — | $341K | 2.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $260K | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $231K | 1.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $224K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $217K | 1.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $131K | 1.1% | |
| PGIM Investments, LLC PGIM Total Ret Bond R6 Fd N/R | Mutual Funds | — | — | $121K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $115K | 0.9% | |
| Capital Research and Mgmt Co Am Fds EuroPacific Grth R6 Fd N/R | Common Stock | — | — | $75K | 0.6% | |
| BlackRock Advisors, LLC Blackrock Md-Cp Gr Eq K Fd N/R | Other securities | — | — | $67K | 0.6% | |
| (E) | Other securities | — | $5K | $62K | 0.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $62K | 0.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $59K | 0.5% | |
| John Hancock Advisors LLC John Hancock Disc Val MC R6 Fd N/R | Other securities | — | — | $50K | 0.4% | |
| Janus Henderson Janus Henderson Triton N N/R | Other securities | — | — | $48K | 0.4% | |
| PIMCO Income I-2 Fund N/R | Other securities | — | — | $45K | 0.4% | |
| (E) | Other securities | — | — | $45K | 0.4% | |
| American Beacon Amer Beacon SmCap Val R5 Fd N/R | Other securities | — | — | $41K | 0.3% | |
| Invesco Inc Dev Mark R6 Fd N/R | Common Stock | — | — | $14K | 0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Goldman Sachs Asset Mgt GS Intl SC Insights R6 Fd N/R | Other securities | — | — | $3K | <0.1% | |
| Neuberger Berman Mgmt. Inc. Neuberger Berman Real Est I Fd N/R | Common Stock | — | — | $2K | <0.1% | |
| (E) | Other securities | — | $59K | $2K | <0.1% | |
| PIMCO All Asset Institutnl Fd N/R | Other securities | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
