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 | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| AMERIPRISE FINANCIAL SERVICES INC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 51-6041053 |
| — |
| OTHER SERVICES |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $6.7M | 22.2% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $5.3M | 17.5% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $4.0M | 13.3% | |
| Nuveen Large Cap Gr Indx R6 | Mutual Funds | — | $0 | $1.4M | 4.7% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $0 | $1.0M | 3.4% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | $0 | $959K | 3.2% | |
| Wasatch Core Growth Fund | Other securities | — | $0 | $848K | 2.8% | |
| ANNUITY CONTRACT NUMBER 4-53568 | Other securities | — | $0 | $743K | 2.5% | |
| BlackRock Total Return K Fund | Other securities | — | $0 | $671K | 2.2% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $665K | 2.2% | |
| MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | $0 | $649K | 2.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $646K | 2.1% | |
| Participant Loans | Participant loans | — | — | $629K | 2.1% | |
| Fidelity Adv Tech Z Fund | Mutual Funds | — | $0 | $603K | 2.0% | |
| PIMCO CommPLUS Strat Inst Fund | Mutual Funds | — | $0 | $552K | 1.8% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $417K | 1.4% | |
| FIDELITY INTERNATIONAL IDX FD | Common Collective Trusts | — | $0 | $398K | 1.3% | |
| FULLERTHALER BVL SC EQ R6 F | Other securities | — | $0 | $386K | 1.3% | |
| Prin LifeTime 2020 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $385K | 1.3% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $385K | 1.3% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $0 | $333K | 1.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $316K | 1.0% | |
| STERLING CAP TTL RET BOND R6 | U.S. Treasuries | — | $0 | $279K | 0.9% | |
| DFA Global Real Estate Sc I Fd | Mutual Funds | — | $0 | $263K | 0.9% | |
| DFA US TARGETED VALUE I FUND | Mutual Funds | — | $0 | $246K | 0.8% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $0 | $211K | 0.7% | |
| VANGUARD VALUE INDEX ADM FUND | Mutual Funds | — | $0 | $180K | 0.6% | |
| AB Large Cap Growth Z Fund | Other securities | — | $0 | $173K | 0.6% | |
| BlackRock Infl Pro Bd K Fd | Other securities | — | $0 | $155K | 0.5% | |
| PIMCO RE Real Ret Strat I Fd | Mutual Funds | — | $0 | $150K | 0.5% | |
| T. ROWE PRICE GL ML-SC BD I FD | Other securities | — | $0 | $141K | 0.5% | |
| Am Fds Am Hi-Inc Trs R6 Fund | Common Stocks | — | $0 | $96K | 0.3% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $58K | 0.2% | |
| Prin Capital Appr SA-Z | Common Stocks | — | $0 | $58K | 0.2% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $52K | 0.2% | |
| American Fds US Govt Sec R6 Fd | Other securities | — | $0 | $39K | 0.1% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | $0 | $20K | <0.1% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $10K | <0.1% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $9K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $8K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | $0 | $284 | <0.1% |
