This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES INSURANCE GROUP INC | 59-1199408 | — | 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MYWAYRTMT IDX 2060 FUND WILMINGTON TRUST, N.A. · EIN 38-4065297 / PN 381 | Common Collective Trust | $1.3M | 76.8% |
| PRIN MIDCAP S&P 400 IDX SA-Z |
Pooled Separate Account |
| $72K |
| 4.3% |
| BLACKROCK EQTY INDX FD CLASS 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | $72K | 4.2% |
| BLACKROCK RUSS 2000 IDX CL R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | $53K | 3.1% |
| PRIN GLOBAL DIV INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 134 | Pooled Separate Account | $21K | 1.2% |
| DIAMOND HILL LC PORT CLASS 55 WILMINGTON TRUST, N.A. · EIN 20-4705609 / PN 059 | Common Collective Trust | $19K | 1.1% |
| BLACKROCK EAFE EQ IDX CL R FD WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | $13K | 0.8% |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | $10K | 0.6% |
| INTERNATIONAL STOCK R1 FUND WILMINGTON TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | $9K | 0.5% |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $4K | 0.2% |
| MYWAYRTMT IDX 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4065300 / PN 384 | Common Collective Trust | $3K | 0.2% |
| MYWAYRTMT IDX 2030 FUND WILMINGTON TRUST, N.A. · EIN 38-4065294 / PN 378 | Common Collective Trust | $2K | 0.1% |
| MYWAYRTMT IDX 2050 FUND WILMINGTON TRUST, N.A. · EIN 38-4065307 / PN 391 | Common Collective Trust | $2K | 0.1% |
| MYWAYRTMT IDX 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4065302 / PN 386 | Common Collective Trust | $2K | <0.1% |
| MYWAYRTMT IDX 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4065301 / PN 385 | Common Collective Trust | $1K | <0.1% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $1K | <0.1% |
| MYWAYRTMT IDX 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4065299 / PN 382 | Common Collective Trust | $1K | <0.1% |
| MYWAYRTMT IDX 2040 FUND WILMINGTON TRUST, N.A. · EIN 38-4065295 / PN 379 | Common Collective Trust | $310 | <0.1% |
| MYWAYRTMT IDX RETIREMENT FD WILMINGTON TRUST, N.A. · EIN 38-4065298 / PN 382 | Common Collective Trust | $177 | <0.1% |
| PRIN LIFETIME HY 2050 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $0 | <0.1% |
| PRIN INTL EMERG MARKETS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME HY 2045 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $0 | <0.1% |
| PRIN MIDCAP GROWTH SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME HY 2055 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HY INC CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $0 | <0.1% |
| PRIN EQUITY INCOME SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $0 | <0.1% |
| PRIN BLUE CHIP SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME HY 2035 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HY 2030 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HY 2060 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HY 2025 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HY 2020 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HY 2015 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HY 2010 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRIN INFLATION PROTECT SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | $0 | <0.1% |
| PRIN HIGH INCOME SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | $0 | <0.1% |
| PRIN SMALLCAP VALUE II SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $0 | <0.1% |
| PRIN REAL ESTATE SECS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $0 | <0.1% |
| PRIN LARGECAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $0 | <0.1% |
| PRIN SMCAP S&P 600 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $0 | <0.1% |
| PRIN INTL I SEPARATE ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | $0 | <0.1% |
| PRIN LGCAP S&P 500 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $0 | <0.1% |
| PRIN INTL SMALLCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME HY 2040 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $0 | <0.1% |
