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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORPORATION | 38-2472555 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund 39,569 shares | Other securities | — | — | $545K | 10.7% | |
| Principal LifeTime 2050 Fund 29,442 shares | Other securities | — | — | $489K | 9.6% | |
| Principal LifeTime 2025 Fund 39,425 shares | Other securities | — | — | $421K | 8.3% | |
| Investment Contract With Insurance Company * Principal guaranteed insurance contract 29,599 units | Other securities | — | — | $400K | 7.8% | |
| Principal LargeCap Growth Fund I 30,993 shares | Other securities | — | — | $386K | 7.6% | |
| Principal LifeTime 2015 Fund 10 shares ** 82 * Principal LifeTime 2020 Fund 31,890 shares | Other securities | — | — | $378K | 7.4% | |
| Principal LifeTime 2030 Fund 21,633 shares | Other securities | — | — | $298K | 5.8% | |
| Principal LifeTime 2055 Fund 17,912 shares | Other securities | — | — | $278K | 5.5% | |
| Principal LargeCap S&P 500 Index Fund 9,066 shares | Other securities | — | — | $257K | 5.0% | |
| Principal LifeTime Strategic Income Fund 19,924 shares | Other securities | — | — | $219K | 4.3% | |
| Principal LifeTime 2040 Fund 13,747 shares | Other securities | — | — | $213K | 4.2% | |
| Principal LifeTime 2035 Fund 13,173 shares | Other securities | — | — | $163K | 3.2% | |
| PIMCO Total Return R Fund 15,039 shares | Mutual Funds | — | — | $128K | 2.5% | |
| Principal MidCap S&P 400 Index Fund 4,614 shares | Other securities | — | — | $105K | 2.0% | |
| Principal LifeTime 2060 Fund 5,727 shares | Other securities | — | — | $97K | 1.9% | |
| Principal MidCap Value Fund I 4,909 shares | Other securities | — | — | $75K | 1.5% | |
| Principal Equity Income Fund 1,889 shares | Other securities | — | — | $73K | 1.4% | |
| Notes Receivable From Participants * Maturing at various dates through 2029 at interest rates ** ranging from 3.50% to 8.50% | Bonds / Notes | — | — | $63K | 1.2% | |
| Capital World Growth and Income Fund 904 shares | Other securities | — | — | $57K | 1.1% | |
| Principal Diversified International Fund 4,149 shares | Other securities | — | — | $55K | 1.1% | |
| Principal LifeTime 2065 Fund 2,199 shares | Other securities | — | — | $31K | 0.6% | |
| Principal SmallCap S&P 600 Index Fund 1,102 shares | Other securities | — | — | $29K | 0.6% | |
| Prinicpal Global Emerging Markets Fund 941 shares | Other securities | — | — | $24K | 0.5% | |
| Principal SmallCap Growth I 2,121 shares | Other securities | — | — | $22K | 0.4% | |
| Principal SmallCap Fund 836 shares | Other securities | — | — | $21K | 0.4% | |
| Principal LifeTime 2070 R3 Fund 1,600 shares | Other securities | — | — | $20K | 0.4% | |
| American Century Heritage Fund 988 shares | Other securities | — | — | $19K | 0.4% | |
| LVIP Macquarie Social Awareness 453 shares | Other securities | — | — | $18K | 0.4% | |
| LVIP Blended Lrg Cap Growth Mngd Voltlty 30 shares ** 300 * LVIP Dimensional U.S. Core Equity 1 206 shares | Other securities | — | — | $12K | 0.2% | |
| Principal Real Estate Securities Fund 328 shares | Other securities | — | — | $9K | 0.2% | |
| Fidelity VIP Growth 80 shares | Other securities | — | — | $6K | 0.1% | |
| LVIP T. Rowe Price Structured Mid-Cap Growth 709 shares | Other securities | — | — | $6K | 0.1% | |
| LVIP Macquarie Mid Cap Value Fund 95 shares | Other securities | — | — | $6K | 0.1% | |
| American Funds Growth - Income 100 shares | Other securities | — | — | $6K | 0.1% | |
| LVIP SSGA S&P 500 INDEX 124 shares | Other securities | — | — | $5K | 0.1% | |
| LVIP Blackrock Dividend Value Mngd Voltlty 620 shares | Other securities | — | — | $5K | <0.1% | |
| LVIP Baron Growth Opportunities 67 shares | Other securities | — | — | $4K | <0.1% | |
| LVIP JPMorgan Retirement Income Fund 17 shares ** 209 * LVIP Macquarie Bond 253 shares | Other securities | — | — | $3K | <0.1% | |
| Traditional Guaranteed Investment Contract * Fixed Account | Stable Value | — | — | $1K | <0.1% | |
| Variable Annuity Contract Accounts * American Funds Global Growth 24 shares | Other securities | — | — | $1K | <0.1% | |
| LVIP Mondrian International Value 180 shares | Other securities | — | — | $1K | <0.1% | |
| LVIP SSGA Small-Cap Index 42 shares | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
