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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS AGENCY LLC | 54-0910269 | — | 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 LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $896K | 14.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $896K | 14.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $742K | 11.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $742K | 11.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $639K | 10.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $639K | 10.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $497K | 7.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $497K | 7.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $450K | 7.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $450K | 7.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $441K | 6.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $441K | 6.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $419K | 6.6% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $419K | 6.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $374K | 5.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $374K | 5.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $316K | 5.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $316K | 5.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $289K | 4.5% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $289K | 4.5% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $218K | 3.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $218K | 3.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $172K | 2.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $172K | 2.7% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $142K | 2.2% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $142K | 2.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $134K | 2.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $134K | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $120K | 1.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $120K | 1.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $87K | 1.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $87K | 1.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $71K | 1.1% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $71K | 1.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $69K | 1.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $69K | 1.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $61K | 1.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $54K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $54K | 0.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $49K | 0.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $49K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $42K | 0.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $42K | 0.7% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $41K | 0.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $41K | 0.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $23K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $23K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $13K | 0.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $13K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEMENS & ASSOCIATES LIFE AGENCY LT | 37-1075738 | — | OTHER SERVICES | $0 | — |
