Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS, LLC | 42-1479618 | — | INVESTMENT ADVISORY | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | — | — | $131K | $2.3M | 37.5% | |
| PRIN LDI INTRM DUR SEP ACCT-R6 |
Pooled Separate Account |
| — |
| — |
| $2.3M |
| 37.5% |
| Principal Life Insurance Company | — | — | $2.4M | $1.6M | 26.4% |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.6M | 26.4% |
| Principal Life Insurance Company | — | — | $58K | $772K | 12.4% |
| PRIN LDI LONG DURATION SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | — | $772K | 12.4% |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $630K | 10.1% |
| Principal Life Insurance Company | — | — | $879K | $630K | 10.1% |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $467K | 7.5% |
| Principal Life Insurance Company | — | — | $22K | $467K | 7.5% |
| Principal Life Insurance Company | — | — | $308K | $230K | 3.7% |
| PRINCIPAL OVERSEAS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $230K | 3.7% |
| Principal Life Insurance Company | — | — | $508K | $93K | 1.5% |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $93K | 1.5% |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $33K | 0.5% |
| Principal Life Insurance Company | — | — | $831K | $33K | 0.5% |
| PRIN ORG EMG MKTS SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178 | Pooled Separate Account | — | — | $0 | <0.1% |
