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 | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $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 | |||||
|---|---|---|---|---|---|---|
| T.Rowe Price Bl Chip Gr Adv Fd | Other securities | — | $0 | $1.4M | 11.8% | |
| Prin LifeTime 2045 Sep Acct-R6 | Other securities | — | $0 | $1.2M | 9.9% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.2M | 9.9% | |
| T. Rowe Price RealEst Adv Fund | Other securities | — | $0 | $1.1M | 9.3% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.3% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $1.0M | 8.5% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $962K | 8.0% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $891K | 7.4% | |
| Prin LgCap S&P 500 Index SA-R6 | Common Stock | — | $0 | $654K | 5.4% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $654K | 5.4% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $637K | 5.3% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $570K | 4.7% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $490K | 4.1% | |
| Prin LifeTime 2060 Sep Acct-R6 | Other securities | — | $0 | $490K | 4.1% | |
| Prin MidCap S&P 400 Idx SA-R6 | Common Stock | — | $0 | $408K | 3.4% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $408K | 3.4% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $0 | $367K | 3.0% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $311K | 2.6% | |
| Prin SmCap S&P 600 Index SA-R6 | Common Stock | — | $0 | $258K | 2.1% | |
| PIMCO Income A Fund | Other securities | — | $0 | $219K | 1.8% | |
| Fidelity Advisr Intrnl Gr A Fd | Other securities | — | $0 | $203K | 1.7% | |
| Fidelity Adv Materials A Fd | Other securities | — | $0 | $197K | 1.6% | |
| Davis Financial A Fund | Other securities | — | $0 | $162K | 1.3% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $152K | 1.3% | |
| Goldman Sachs Bond A Fund | Other securities | — | $0 | $151K | 1.3% | |
| Franklin Utilities A1 Fund | Other securities | — | $0 | $139K | 1.2% | |
| Principal Stable Value Fund | Other securities | — | $0 | $137K | 1.1% | |
| Prin Intl Equity Index SA-R6 | Common Stock | — | $0 | $54K | 0.5% | |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $54K | 0.5% | |
| Calvert Gwth Allocation A Fund | Other securities | — | $0 | $49K | 0.4% | |
| Prin LifeTime 2055 Sep Acct-R6 | Other securities | — | $0 | $47K | 0.4% | |
| Col Seligman Glbl Tech A Fund | Other securities | — | $0 | $43K | 0.4% | |
| BNYM Intl Core Equity A Fund | Other securities | — | $0 | $40K | 0.3% | |
| American Fds Cap Inc Bld R4 Fd | Common Stock | — | $0 | $31K | 0.3% | |
| MEEDER MUIRFIELD FUND | Other securities | — | $0 | $27K | 0.2% | |
| AM FUNDS AM BALANCED R4 FUND | Other securities | — | $0 | $21K | 0.2% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $18K | 0.2% | |
| MFS Mid Cap Value R3 Fund | Other securities | — | $0 | $18K | 0.2% | |
| Invesco Int Sm-Md Comp A Fund | Other securities | — | $0 | $11K | <0.1% | |
| American Fds Amer Mut R4 Fund | Other securities | — | $0 | $11K | <0.1% | |
| CALVERT CONS ALLOCATION A FUND | Other securities | — | $0 | $10K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MFS Emerging Markets Debt R3 | Other securities | — | $0 | $6K | <0.1% | |
| American Fds New World R4 Fund | Other securities | — | $0 | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
