Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIFORNIA BENEFIT PLANNERS | 95-4568183 | PASADENA, CA | CONTRACT ADMINISTRATOR | $22K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.4M | 19.6% | |
| Principal Life Insurance Co Fixed Income Guaranteed Option A | Common Stock | — | — | $2.3M | 18.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.7M | 13.5% | |
| PRIN LIFETIME HYBRID 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $948K | 7.6% | |
| PRIN LIFETIME HYBRID 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $880K | 7.1% | |
| PRIN LIFETIME HYBRID 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $832K | 6.7% | |
| PRIN LIFETIME HYBRID 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $783K | 6.3% | |
| PRIN LIFETIME HYBRID 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $358K | 2.9% | |
| Franklin Templeton Investment Franklin Rising Dividends R | Other securities | — | — | $321K | 2.6% | |
| PRIN LIFETIME HYBRID 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $232K | 1.9% | |
| PIMCO Funds PIMCO Income Insitutional | Other securities | — | — | $227K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $169K | 1.4% | |
| The America Funds American Fund NewPrsp R6 | Other securities | — | — | $168K | 1.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $154K | 1.2% | |
| PRIN LIFETIME HYBRID 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $152K | 1.2% | |
| PRIN MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $125K | 1.0% | |
| Janus Internationalholding LLC Janushenderson Triton | Other securities | — | — | $120K | 1.0% | |
| Oppenheimer Inv Dev Mark R6 | Other securities | — | — | $82K | 0.7% | |
| PRIN LIFETIME HYBRID 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $65K | 0.5% | |
| Fidelity Investment Fidelity Adv Total Bond | Other securities | — | — | $65K | 0.5% | |
| PRIN INFLATION HYBRID 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $61K | 0.5% | |
| Lord Abbert Lord Abbt Sht Drtn Inc R6 | Common Stock | — | — | $59K | 0.5% | |
| Principal Life Insurance Co. Principal MidCap Fund | Common Stock | — | — | $56K | 0.4% | |
| PRIN MIDCAP SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $56K | 0.4% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $52K | 0.4% | |
| Invesco Funds Group, Inc. invesco American Vai R6 | Common Stock | — | — | $31K | 0.3% | |
| The America Funds Am Fds EuroPacific Grth R6 | Other securities | — | — | $27K | 0.2% | |
| PRIN LIFETIME HYBRID INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $22K | 0.2% | |
| American Beacon Funds Amer Beacon SMcap Vai R5 | Other securities | — | — | $16K | 0.1% | |
| Notes Receivables - Participants Interest Rate @ 4.50% | Bonds / Notes | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 83-1143379 |
| — |
| INVESTMENT AD VISORY |
| $1K |
| — |
