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 | $231K | — |
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 LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $14.0M | 14.4% | |
| Prin Real Estate Secs SA-Z | Common Stock | — | $0 | $14.0M | 14.4% | |
| Principal Stable Value Z Fund | Other securities | — | $0 | $12.4M | 12.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $12.4M | 12.7% | |
| Participant Loans | Participant loans | — | $0 | $10.4M | 10.7% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $7.9M | 8.1% | |
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | $0 | $7.6M | 7.8% | |
| Prin MidCap Value I SA-Z | Common Stock | — | $0 | $5.6M | 5.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.6M | 5.8% | |
| Prin Equity Income SA-Z | Common Stock | — | $0 | $4.8M | 4.9% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $4.3M | 4.4% | |
| Prin Core Plus Bond Sep Acct-Z | Other securities | — | $0 | $4.2M | 4.3% | |
| SSGA RUSSELL SC IDX SEC LND II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 040 | Common Collective Trust | — | $0 | $3.6M | 3.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.7M | 2.8% | |
| Prin LifeTime Hy 2060 CIT U | Common Collective Trusts | — | $0 | $2.7M | 2.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $2.6M | 2.6% | |
| Vanguard Int-Tm Bd Idx Adm Fd | Other securities | — | $0 | $2.2M | 2.2% | |
| Vanguard Fed Money Mrkt Inv Fd | Other securities | — | $0 | $1.9M | 2.0% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $1.9M | 2.0% | |
| SSGA SP MCP ID SEC LND SRS XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | $0 | $1.8M | 1.8% | |
| Vanguard Sm Cap Val Idx Adm Fd | Other securities | — | $0 | $1.6M | 1.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.5M | 1.5% | |
| Prin LifeTime Hy 2050 CIT U | Common Collective Trusts | — | $0 | $1.5M | 1.5% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Other securities | — | $0 | $1.4M | 1.5% | |
| Vanguard Growth Index Adm Fund | Other securities | — | $0 | $1.2M | 1.2% | |
| Vanguard Intl Growth Adm Fd | Other securities | — | $0 | $1.1M | 1.2% | |
| Prin LifeTime Hy Inc CIT U | Common Collective Trusts | — | $0 | $1.1M | 1.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.0M | 1.1% | |
| Prin LifeTime HB 2040 CIT U | Common Collective Trusts | — | $0 | $1.0M | 1.1% | |
| MFS Intl Intrinsic Value R6 Fd | Other securities | — | $0 | $952K | 1.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $952K | 1.0% | |
| SSGA RUSSELL SC IDX SEC LND II | Other securities | — | $0 | $949K | 1.0% | |
| FIDELITY MID CAP GR IDX FD | Other securities | — | $0 | $468K | 0.5% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $468K | 0.5% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $328K | 0.3% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $328K | 0.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $0 | <0.1% |
