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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | 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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $853K | 16.1% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $666K | 12.6% | |
| Eaton Vance Atlanta Capital SMID-Cap R Fund Registered Investment Company | Other securities | — | — | $655K | 12.4% | |
| PRIN LARGECAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $560K | 10.6% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $440K | 8.3% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $387K | 7.3% | |
| INVESTMENTS IN INVESTMENT CONTRACT * Principal Fixed Income Guaranteed Option Group Annuity Contract | Common Stock | — | — | $239K | 4.5% | |
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $234K | 4.4% | |
| Macouarie High Income R Fund Registered Investment Company | Other securities | — | — | $201K | 3.8% | |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $188K | 3.5% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $139K | 2.6% | |
| Invesco Comstock R Fund Registered Investment Company | Other securities | — | — | $96K | 1.8% | |
| PRINCIPAL BOND MKT INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $89K | 1.7% | |
| American Funds New Perspective R3 Fund Registered Investment Company | Other securities | — | — | $71K | 1.3% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $60K | 1.1% | |
| Franklin Small Cap Value R Fund Registered Investment Company | Other securities | — | — | $60K | 1.1% | |
| American Funds New World R3 Fund Registered Investment Company | Other securities | — | — | $58K | 1.1% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $50K | 0.9% | |
| (E) | Other securities | — | — | $50K | 0.9% | |
| MFS International Intrinsic Value R2 Fund Registered Investment Company | Other securities | — | — | $46K | 0.9% | |
| INVESTMENTS IN POOLED SEPARATE ACCOUNTS * Principal Core Fixed Income SA-R4 Pooled Separate Account | Common Stock | — | — | $44K | 0.8% | |
| PRIN CORE FIX INC SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $44K | 0.8% | |
| PRIN INTL EQUITY INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $37K | 0.7% | |
| PRIN LIFETIME HY INC CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $36K | 0.7% | |
| INVESTMENTS IN REGISTERED INVESTMENT COMPANIES American Funds EuroPacific Growth R3 Fund Registered Investment Company | Other securities | — | — | $22K | 0.4% | |
| PRIN MIDCAP VALUE I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $18K | 0.3% | |
| PRIN SMALLCAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $14K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $13K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $12K | 0.2% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $6K | 0.1% | |
| Brandywine Global Opportunities Bond R Fund Registered Investment Company | Other securities | — | — | $4K | <0.1% | |
| NOTES RECEIVABLE FROM PARTICPANTS Repayment Terms Vary, Rate at 9.5% | Bonds / Notes | — | — | $2K | <0.1% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
