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 | $23K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust |
| — |
| $0 |
| $593K |
| 16.8% |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $501K | 14.2% |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $411K | 11.6% |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $349K | 9.9% |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $334K | 9.5% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $334K | 9.5% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $315K | 8.9% |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $168K | 4.7% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $168K | 4.7% |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $115K | 3.2% |
| PIMCO Income Institutional Fd | — | — | $0 | $109K | 3.1% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $109K | 3.1% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $99K | 2.8% |
| Prin LifeTime Hybr 2035 CIT Z | — | — | $0 | $99K | 2.8% |
| JanusHenderson Triton N | — | — | $0 | $77K | 2.2% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $74K | 2.1% |
| Prin LifeTime Hybr 2040 CIT Z | — | — | $0 | $74K | 2.1% |
| Prin Fixed Inc Guar Option | — | — | $0 | $71K | 2.0% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $71K | 2.0% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $56K | 1.6% |
| Pioneer Fundamentl Growth K Fd | — | — | $0 | $56K | 1.6% |
| Prin LifeTime Hybr 2050 CIT Z | — | — | $0 | $56K | 1.6% |
| Columbia Contra Core I3 Fund | — | — | $0 | $55K | 1.6% |
| Prin LifeTime Hybr 2055 CIT Z | — | — | $0 | $48K | 1.4% |
| Lord Abbett High Yield R6 Fund | — | — | $0 | $48K | 1.4% |
| JP Morgan Equity Income R6 Fd | — | — | $0 | $17K | 0.5% |
| Allspring Spec M Cap Value R6 | — | — | $0 | $15K | 0.4% |
| Prin LifeTime Hybr 2045 CIT Z | — | — | $0 | $14K | 0.4% |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | — | — | $0 | $2K | <0.1% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $920 | <0.1% |
