Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS, LLC | 42-1479618 | — | INVESTMENT ADVISORY | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE ISURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
| Name | EIN | Location | Relation |
|---|
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | — | — | $3.9M | $3.8M | 23.6% | |
| PRIN LDI LONG DURATION SEP ACCT |
| Direct comp |
|---|
| Indirect comp |
|---|
| HELMHOLDT+COMPANY LLP, CPAS | 38-2627062 | — | AUDITOR | $26K | — |
Pooled Separate Account |
| — |
| — |
| $3.8M |
| 23.6% |
| Principal Life Insurance Company | — | — | $2.3M | $1.9M | 12.0% |
| PRIN LDI EXT DUR SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 129 | Pooled Separate Account | — | — | $1.9M | 12.0% |
| Principal Life Insurance Company | — | — | $1.7M | $1.9M | 11.9% |
| PRIN DIVERSIFIED INTL SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.9M | 11.9% |
| Principal Life Insurance Company | — | — | $827K | $1.7M | 10.6% |
| PRIN LGCAP S&P 500 INDEX SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.7M | 10.6% |
| Principal Life Insurance Company | — | — | $328K | $1.3M | 7.9% |
| PRIN LARGECAP GROWTH I SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.3M | 7.9% |
| Principal Life Insurance Company | — | — | $512K | $1.3M | 7.9% |
| PRIN EQUITY INCOME SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.3M | 7.9% |
| Principal Life Insurance Company | — | — | $435K | $1.0M | 6.3% |
| PRIN U.S. PROPERTY SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.0M | 6.3% |
| Principal Life Insurance Company | — | — | $721K | $745K | 4.6% |
| PRIN LDI INTRM DUR SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $745K | 4.6% |
| Principal Life Insurance Company | — | — | $407K | $686K | 4.2% |
| PRINCIPAL OVERSEAS SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $686K | 4.2% |
| Principal Life Insurance Company | — | — | $428K | $578K | 3.6% |
| PRIN MIDCAP VALUE I SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $578K | 3.6% |
| Principal Life Insurance Company | — | — | $604K | $575K | 3.5% |
| PRIN MIDCAP SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $575K | 3.5% |
| Principal Life Insurance Company | — | — | $200K | $311K | 1.9% |
| PRIN SMALLCAP GROWTH I SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $311K | 1.9% |
| Principal Life Insurance Company | — | — | $197K | $309K | 1.9% |
| PRIN SMALLCAP VALUE II SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $309K | 1.9% |
