Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $74K | — |
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 SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $4.8M | 23.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.4M | 11.6% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $2.0M | 10.0% | |
| JP Morgan Large Cap Mutual Fund | Other securities | — | — | $1.3M | 6.3% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $1.2M | 5.8% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $1.1M | 5.4% | |
| American Funds New Perspective Mutual Fund | Other securities | — | — | $776K | 3.8% | |
| American Funds Target Date 2040 Mutual Fund | Other securities | — | — | $737K | 3.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $685K | 3.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $580K | 2.8% | |
| SmallCap Growth I Pooled Separate Account | Other securities | — | — | $520K | 2.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $520K | 2.5% | |
| American Funds New World Mutual Fund ** 93 Putnam Large Cap Mutual Fund | Other securities | — | — | $516K | 2.5% | |
| American Funds Target Date 2030 Mutual Fund | Other securities | — | — | $502K | 2.4% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $499K | 2.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $465K | 2.3% | |
| American Funds Target Date 2050 Mutual Fund | Other securities | — | — | $237K | 1.2% | |
| SmallCap Value II Pooled Separate Account | Other securities | — | — | $236K | 1.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $236K | 1.1% | |
| American Funds Target Date 2025 Mutual Fund | Other securities | — | — | $219K | 1.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $217K | 1.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $215K | 1.0% | |
| American Funds Target Date 2035 Mutual Fund | Other securities | — | — | $202K | 1.0% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $192K | 0.9% | |
| Diversified International Pooled Separate Account | Other securities | — | — | $182K | 0.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $182K | 0.9% | |
| American Funds Target Date 2060 Mutual Fund | Other securities | — | — | $175K | 0.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $127K | 0.6% | |
| American Funds Target Date 2055 Mutual Fund | Other securities | — | — | $98K | 0.5% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $92K | 0.4% | |
| American Funds Target Date 2045 Mutual Fund | Other securities | — | — | $73K | 0.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $69K | 0.3% | |
| American Funds Target Date 2020 Mutual Fund | Other securities | — | — | $65K | 0.3% | |
| American Funds Target Date 2065 Mutual Fund | Other securities | — | — | $18K | <0.1% | |
| Plan Corrected VFCP in VFCP | Other securities | — | $8K | $8K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $6K | <0.1% | |
| American Funds Target Date 2015 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $546 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
