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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $1.6M | 16.2% | |
| PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $1.4M | 14.3% | |
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 12.1% | |
| Prin MidCap S&P 400 Idx SA-R3 | Common Stock | — | $0 | $1.2M | 12.1% | |
| PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $992K | 10.1% | |
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $869K | 8.8% | |
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $865K | 8.8% | |
| PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $690K | 7.0% | |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $479K | 4.9% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $232K | 2.4% | |
| Prin Inflation Protect SA-R3 | Common Stock | — | $0 | $232K | 2.4% | |
| PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $230K | 2.3% | |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $187K | 1.9% | |
| Prin Fixed Inc Guar Option | Common Stock | — | $0 | $151K | 1.5% | |
| Prin Intl Equity Index SA-R3 | Common Stock | — | $0 | $147K | 1.5% | |
| PRIN LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $147K | 1.5% | |
| PRIN SMALLCAP GROWTH I SA-R3 | Common Stock | — | $0 | $139K | 1.4% | |
| PRIN SAM CONS BALANCED SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $108K | 1.1% | |
| PRIN HIGH YIELD SEP ACCT-R3 | Other securities | — | $0 | $108K | 1.1% | |
| Neub Berm Sust Eq R3 Fund | Other securities | — | $0 | $77K | 0.8% | |
| Prin LifeTime Hy 2015 CIT Z85 | Common Collective Trusts | — | $0 | $67K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $67K | 0.7% | |
| Prin LifeTime Hy 2025 CIT Z85 | Common Collective Trusts | — | $0 | $64K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $64K | 0.7% | |
| Brown Advisory Sust Grw Adv Fd | Other securities | — | $0 | $64K | 0.7% | |
| Fidelity Adv Worldwide M Fund | Other securities | — | $0 | $45K | 0.5% | |
| Amer Cent Fo Lg. Co Val R Fund | Common Stock | — | $0 | $36K | 0.4% | |
| PRIN SAM CONS GROWTH SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $33K | 0.3% | |
| Prin Real Estate Secs SA-R3 | Common Stock | — | $0 | $33K | 0.3% | |
| Prin LgCap S&P 500 Index SA-R3 | Common Stock | — | $0 | $28K | 0.3% | |
| PRIN LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $28K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $26K | 0.3% | |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $0 | $25K | 0.3% | |
| Amer Funds New World R3 Fund | Other securities | — | $0 | $24K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $23K | 0.2% | |
| Prin Core Fix Inc Sep Acct-R3 | Common Stock | — | $0 | $23K | 0.2% | |
| Calvert Intl Equity A Fund | Other securities | — | $0 | $17K | 0.2% | |
| PRIN HIGH YIELD SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Prin SAM Cons Balanced SA-R3 | Common Stock | — | $0 | $7K | <0.1% | |
| Prin SmCap S&P 600 Index SA-R3 | Common Stock | — | $0 | $4K | <0.1% | |
| PRIN BLUE CHIP SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Prin LifeTime Hy 2020 CIT Z85 | Common Collective Trusts | — | $0 | $4K | <0.1% | |
| Hartford Ttl Ret Bond R4 Fd | U.S. Treasuries | — | $0 | $4K | <0.1% | |
| JanusHenderson Entrprs R | Other securities | — | $0 | $2K | <0.1% | |
| PRIN BLUE CHIP SA-R3 | Common Stock | — | $0 | $2K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1K | <0.1% | |
| JP Morgan Emerg Mkts Eq R3 Fd | Other securities | — | $0 | $1K | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $265 | <0.1% | |
| PRIN INFLATION PROTECT SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $265 | <0.1% |
