This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SVCS (WF ADVS) | 34-1542819 | — | INVESTMENT ADVISORY | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| DYATECH LLC | 64-0936231 | — | CONTRACT ADMINISTRATOR | $2K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $2.7M | 13.4% |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $2.5M | 12.6% |
| PRIN LIFETIME HY 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $1.6M | 8.0% |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $1.2M | 6.1% |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 93-6274328 / PN 001 | Common Collective Trust | $1.2M | 6.0% |
| PRIN LIFETIME HY 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $1.1M | 5.4% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $823K | 4.1% |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $767K | 3.8% |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $684K | 3.4% |
| PRIN LIFETIME HY 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $659K | 3.3% |
| PRIN SMCAP S&P 600 INDEX SA-S6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $580K | 2.9% |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $527K | 2.6% |
| PRIN LIFETIME HY 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $188K | 0.9% |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Common Collective Trust | $136K | 0.7% |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | $103K | 0.5% |
| PRIN LIFETIME HY 2015 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $88K | 0.4% |
| PRINCIPAL OVERSEAS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | $9K | <0.1% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $7K | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | $0 | <0.1% |
| VOYA INTERMEDIATE BOND FUND CLASS A PRINCIPAL LIFE INSURANCE COMPANY · EIN 72-0127290 / PN 000 | Master Trust | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LARGE CAP GROWTH I SA PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL LARGE CAP S&P 500 INDEX S PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL SMALL CAP VALUE II SA PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL SMALL CAP S&P 600 INDEX S PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Common Collective Trust | $0 | <0.1% |
| ARTISAN SMALL CAP FUND INVESTOR SHA PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Master Trust | $0 | <0.1% |
| AMERICAN FUNDS NEW WORLD FUND(R) CL PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Master Trust | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL GLOBAL REAL ESTATE SECURI PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL INTERNATIONAL EQUITY INDE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Common Collective Trust | $0 | <0.1% |
| AMERICAN FUNDS INFLATION LINKED BON PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Master Trust | $0 | <0.1% |
| PRINCIPAL OVERSEAS SA PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL BOND MARKET INDEX SA PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID INCOME CI PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK ADVANTAGE SMALL CAP GROWT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Master Trust | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2070 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | $0 | <0.1% |
| PRINCIPAL HIGH INCOME SA PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS CAPITAL WORLD BOND F PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Master Trust | $0 | <0.1% |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | $0 | <0.1% |
| AMERICAN FUNDS EUROPACIFIC GROWTH F PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Master Trust | $0 | <0.1% |
| PRINCIPAL EQUITY INCOME SA PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | $0 | <0.1% |
