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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Large Cap S&P 500 Index Separate Account | Pooled Separate Accounts | — | $868K | $2.0M | 25.3% | |
| PRIN LGCAP S&P500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.0M | 25.3% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | $630K | $1.2M | 14.6% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.2M | 14.6% | |
| Principal Life Insurance Company Principal Diversified International Separate Account | Pooled Separate Accounts | — | $727K | $1.2M | 14.5% | |
| PRIN DIVERSIFIED INTL SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.2M | 14.5% | |
| BlackRock Strategic Income Opportunities Inv Fund | Other securities | — | $1.1M | $1.1M | 13.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $616K | $1.0M | 12.6% | |
| PRIN CORE PLUS BOND SEP ACT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $391K | $426K | 5.3% | |
| Oppenheimer Invesco Developing Markets Fund | Mutual Funds | — | $448K | $374K | 4.6% | |
| PRIN LDI LONG DURATION SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $362K | $337K | 4.2% | |
| Principal Life Insurance Company Principal Spectrum Preferred and Capital Securities Income Fund | Common Stocks | — | $210K | $329K | 4.1% | |
| PRIN SPEC PREF CAP SEC INC R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $329K | 4.1% | |
| Principal Life Insurance Company Principal Liquid Assets Separate Account | Pooled Separate Accounts | — | $86K | $89K | 1.1% | |
| PRIN LIQUID ASSET SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $89K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
