Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC. | 33-0785439 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycl Index 2030 R6 Mutual funds | Other securities | — | — | $436K | 15.5% | |
| Fidelity 500 Index Fund Mutual funds | Other securities | — | — | $317K | 11.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $247K | 8.8% | |
| Nuveen Lifecycl Index 2040 R6 Mutual funds | Other securities | — | — | $219K | 7.8% | |
| Nuveen Lifecycl Index 2055 R6 Mutual funds | Other securities | — | — | $190K | 6.8% | |
| Vanguard MidCp Grth Idx Adm Fd Mutual funds | Other securities | — | — | $183K | 6.5% | |
| Nuveen Lifecycl Index 2020 R6 Mutual funds | Other securities | — | — | $155K | 5.5% | |
| Vanguard Equity-Inc Adm Fund Mutual funds | Common Stock | — | — | $150K | 5.4% | |
| Fidelity Sm Cap Index Fund Mutual funds | Other securities | — | — | $145K | 5.2% | |
| Nuveen Lifecycl Index 2050 Ins Mutual funds | Other securities | — | — | $118K | 4.2% | |
| Nuveen Lifecycl Index 2045 R6 Mutual funds | Other securities | — | — | $113K | 4.0% | |
| Nuveen Lifecycl Index 2035 R6 Mutual funds | Other securities | — | — | $86K | 3.1% | |
| Fidelity International Idx Fd Mutual funds | Other securities | — | — | $58K | 2.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $55K | 2.0% | |
| Nuveen Lifecycl Index 2025 R6 Mutual funds | Other securities | — | — | $55K | 2.0% | |
| Vanguard MidCap Val Idx Adm Fd Mutual funds | Other securities | — | — | $52K | 1.8% | |
| Notes receivable from particip OUTSTANDING PLAN LOANS | Other securities | — | — | $48K | 1.7% | |
| maturing from 2025 to 2029 | Other securities | — | — | $48K | 1.7% | |
| Nuveen Lifecycl Index 2060 R6 Mutual funds | Other securities | — | — | $41K | 1.5% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $39K | 1.4% | |
| Nuveen Lifecycl Index 2065 R6 Mutual funds | Other securities | — | — | $20K | 0.7% | |
| American Fds US Govt Sec R6 Fd Mutual funds | Other securities | — | — | $18K | 0.7% | |
| LIQUID ASSETS SEPARATE ACCT | Mutual Funds | — | — | $18K | 0.6% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $18K | 0.6% | |
| Principal Insurance Company Guaranteed interest | Other securities | — | — | $13K | 0.5% | |
| Vanguard Emg Mk Stk Idx Adm Fd Mutual funds | Other securities | — | — | $13K | 0.5% | |
| American Century SC Gr R6 Fd Mutual funds | Other securities | — | — | $7K | 0.2% | |
| Macquarie Small Cap Value R6 F Mutual funds | Other securities | — | — | $6K | 0.2% | |
| Nuveen Lifecycl Index 2010 R6 Mutual funds | Other securities | — | — | $2K | <0.1% | |
| Principal Financial Group, Inc. Stock Pooled separate account | Common Stock | — | — | $2K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PIMCO Income Institutional Fd Mutual funds | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
