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 | $17K | — |
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 |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust |
| — |
| — |
| $720K |
| 26.9% |
| Principal Global Investors Trust Co | — | — | — | $720K | 26.9% |
| Principal Global Investors Trust Co | — | — | — | $344K | 12.9% |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $344K | 12.9% |
| Principal Global Investors Trust Co | — | — | — | $303K | 11.3% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $303K | 11.3% |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $248K | 9.3% |
| Principal Global Investors Trust Co | — | — | — | $248K | 9.3% |
| Principal Global Investors Trust Co | — | — | — | $202K | 7.6% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $202K | 7.6% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $189K | 7.1% |
| Principal Global Investors Trust Co | — | — | — | $189K | 7.1% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $185K | 6.9% |
| Principal Global Investors Trust Co | — | — | — | $185K | 6.9% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $132K | 4.9% |
| Principal Global Investors Trust Co | — | — | — | $132K | 4.9% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $99K | 3.7% |
| Principal Global Investors Trust Co | — | — | — | $99K | 3.7% |
| Principal Global Investors Trust Co | — | — | — | $56K | 2.1% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $56K | 2.1% |
| Fidelity Investments | — | — | — | $40K | 1.5% |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $39K | 1.4% |
| Principal Life Insurance Company | — | — | — | $39K | 1.4% |
| Principal Life Insurance Company | — | — | — | $36K | 1.3% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $36K | 1.3% |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $30K | 1.1% |
| Principal Global Investors Trust Co | — | — | — | $30K | 1.1% |
| Principal Life Insurance Company | — | — | — | $13K | 0.5% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $13K | 0.5% |
| Principal Global Investors Trust Co | — | — | — | $9K | 0.4% |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $9K | 0.4% |
| Principal Life Insurance Company | — | — | — | $9K | 0.3% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $9K | 0.3% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $8K | 0.3% |
| Principal Life Insurance Company | — | — | — | $8K | 0.3% |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $7K | 0.3% |
| Principal Global Investors Trust Co | — | — | — | $7K | 0.3% |
| Principal Life Insurance Company | — | — | — | $5K | 0.2% |
