Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Insurance Company GeneralPrin Fixed Inc Guar Option | Common Stock | — | — | $5.0M | 22.6% | |
| MFS Mass Invest Trust R4 Fd | Other securities | — | — | $2.9M | 13.1% | |
| Prin Equity Income R5 Fund | Other securities | — | — | $2.0M | 9.0% | |
| Prin MidCap Value I R5 Fund | Other securities | — | — | $1.5M | 6.7% | |
| MFS Growth R4 Fund | Other securities | — | — | $1.2M | 5.5% | |
| Prin LifeTime 2065 R5 Fund | Other securities | — | — | $929K | 4.2% | |
| Prin LifeTime 2020 R5 Fund | Other securities | — | — | $861K | 3.9% | |
| Calvert US Lg Cap Rsp Idx I Fd | Other securities | — | — | $855K | 3.9% | |
| Prin LifeTime 2040 R5 Fund | Other securities | — | — | $734K | 3.3% | |
| Prin LifeTime 2030 R5 Fund | Other securities | — | — | $718K | 3.2% | |
| BlackRock Md-Cp Gr Eq Inv A Fd | Other securities | — | — | $675K | 3.0% | |
| Prin MidCap S&P 400 Idx R6 Fd | Other securities | — | — | $490K | 2.2% | |
| Prin LifeTime 2055 R5 Fund | Other securities | — | — | $465K | 2.1% | |
| PIMCO Diversified Income A Fd | Other securities | — | — | $443K | 2.0% | |
| Prin LifeTime 2050 R5 Fund | Other securities | — | — | $419K | 1.9% | |
| Inv Dev Mark R6 Fd | Other securities | — | — | $384K | 1.7% | |
| Franklin Sm-Mid Cap Grth R6 Fd | Other securities | — | — | $261K | 1.2% | |
| Prin LifeTime 2035 R5 Fund | Other securities | — | — | $260K | 1.2% | |
| Prin LifeTime 2045 R5 Fund | Other securities | — | — | $206K | 0.9% | |
| Prin LifeTime 2025 R5 Fund | Other securities | — | — | $178K | 0.8% | |
| Western Ast Infl Ind Pls Bd A | Other securities | — | — | $171K | 0.8% | |
| Templeton Foreign R6 Fund | Other securities | — | — | $166K | 0.7% | |
| Columbia Overseas Value A Fd | Other securities | — | — | $140K | 0.6% | |
| PUTNAM GLOBAL INCOME A FUND | Other securities | — | — | $139K | 0.6% | |
| PIMCO Real Return Admin Fund | Other securities | — | — | $118K | 0.5% | |
| PGIM Ttl Ret Bond R2 Fd | U.S. Treasuries | — | — | $117K | 0.5% | |
| Prin LifeTime 2060 R5 Fund | Other securities | — | — | $110K | 0.5% | |
| PRIN LIFETIME 2070 R5 FUND | Other securities | — | — | $104K | 0.5% | |
| Am Funds Capital Wld Bd R5 Fd | Other securities | — | — | $100K | 0.4% | |
| Prin SmallCap Value II R5 Fund | Other securities | — | — | $87K | 0.4% | |
| Am Funds Fdmntl Inv R5 Fund | Other securities | — | — | $85K | 0.4% | |
| Prin LgCp S&P 500 Idx Inst Fd | Other securities | — | — | $75K | 0.3% | |
| Principal Bond Mkt Index R5 Fd | Other securities | — | — | $69K | 0.3% | |
| Principal Core Plus Bond R5 Fd | Other securities | — | — | $69K | 0.3% | |
| Prin LifeTime Str Inc R5 Fund | Common Stock | — | — | $43K | 0.2% | |
| Am Fds Am Bal R5 Fund | Other securities | — | — | $34K | 0.2% | |
| Prin SmCp S&P 600 Idx R6 Fd | Other securities | — | — | $24K | 0.1% | |
| Am Fds EuroPacific Grth R5 Fd | Other securities | — | — | $20K | <0.1% | |
| Allspring Spec Mid Cap Value A | Other securities | — | — | $16K | <0.1% | |
| Am Fds New Persp R5 Fund | Other securities | — | — | $11K | <0.1% | |
| Range of Interest Rates | Other securities | — | — | $148 | <0.1% | |
| Prin Real Estate Secs R5 Fund | Other securities | — | — | $6 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
