Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES | 91-1802259 | — | INVESTMENT ADVISORY | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Lifetime 2035 R3 Fund n/a | Other securities | — | — | $490K | 11.3% | |
| Principal Fixed Income Guaranteed Option n/a | Other securities | — | — | $393K | 9.1% | |
| Principal Lifetime 2050 R3 Fund n/a | Other securities | — | — | $375K | 8.7% | |
| Principal Large Cap S&P 500 Index R3 Fund n/a | Other securities | — | — | $355K | 8.2% | |
| Principal Lifetime 2040 R3 Fund n/a | Other securities | — | — | $350K | 8.1% | |
| Principal Lifetime 2030 R3 Fund n/a | Other securities | — | — | $301K | 7.0% | |
| Principal Lifetime 2045 R3 Fund n/a | Other securities | — | — | $230K | 5.3% | |
| Principal Lifetime 2055 R3 Fund n/a | Other securities | — | — | $216K | 5.0% | |
| Principal SAM Flexible Inc R3 Portfolio n/a | Common Stock | — | — | $175K | 4.0% | |
| Principal SAM Strat Growth R3 Portfolio n/a | Other securities | — | — | $174K | 4.0% | |
| Principal Capital Appreciation R3 Fund n/a | Other securities | — | — | $152K | 3.5% | |
| Principal Lifetime 2025 R3 Fund n/a | Other securities | — | — | $127K | 2.9% | |
| Principal SAM Balanced R3 Portfolio n/a | Other securities | — | — | $122K | 2.8% | |
| Principal Lifetime 2020 R3 Fund n/a | Other securities | — | — | $120K | 2.8% | |
| Principal SAM Cons Balanced R3 Portfolio n/a | Other securities | — | — | $109K | 2.5% | |
| Principal Real Estate Securities R3 Fund n/a | Other securities | — | — | $102K | 2.4% | |
| Principal Mid Cap S&P 400 Index R3 Fund n/a | Other securities | — | — | $99K | 2.3% | |
| Principal Small Cap S&P 600 Index R3 Fund n/a | Other securities | — | — | $96K | 2.2% | |
| Principal Div International R3 Fund n/a | Other securities | — | — | $81K | 1.9% | |
| Through September 2029 - | Other securities | — | — | $60K | 1.4% | |
| Principal Lifetime 2065 R3 Fund n/a | Other securities | — | — | $45K | 1.0% | |
| Principal Core Plus Bond R3 Fund n/a | Other securities | — | — | $41K | 0.9% | |
| Principal Lifetime 2060 R3 Fund n/a | Other securities | — | — | $34K | 0.8% | |
| Principal International Equity Index R3 Fund n/a | Other securities | — | — | $32K | 0.7% | |
| Principal Lifetime Strategic Income R3 Fund n/a | Other securities | — | — | $23K | 0.5% | |
| Principal SAM Cons Growth R3 Portfolio n/a | Other securities | — | — | $17K | 0.4% | |
| (E) | Other securities | — | $96K | $17K | 0.4% | |
| Principal International Emerging Markets R3 Fund n/a | Other securities | — | — | $10K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
