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 | — | NONE | $72K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CAPITAL GROUP 2035 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 035 | Common Collective Trust | — | — | $27.2M | 12.2% | |
| Vanguard 500 Index Admiral | Mutual Funds | — | — | $26.3M | 11.7% | |
| CAPITAL GROUP 2030 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 030 | Common Collective Trust | — | — | $23.2M | 10.3% | |
| CAPITAL GROUP 2040 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 040 | Common Collective Trust | — | — | $21.4M | 9.6% | |
| CAPITAL GROUP 2045 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 045 | Common Collective Trust | — | — | $21.1M | 9.4% | |
| CAPITAL GROUP 2025 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 025 | Common Collective Trust | — | — | $14.7M | 6.5% | |
| CAPITAL GROUP 2050 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 050 | Common Collective Trust | — | — | $14.0M | 6.2% | |
| CAPITAL GROUP 2055 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 055 | Common Collective Trust | — | — | $13.2M | 5.9% | |
| CAPITAL GROUP 2020 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 020 | Common Collective Trust | — | — | $8.2M | 3.7% | |
| T. Rowe Price TRP Blue Chip Growth | Other securities | — | — | $8.0M | 3.6% | |
| CAPITAL GROUP 2060 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 060 | Common Collective Trust | — | — | $5.1M | 2.3% | |
| Vanguard Equity Income Fund | Other securities | — | — | $5.1M | 2.3% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $3.4M | 1.5% | |
| CAPITAL GROUP 2065 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 065 | Common Collective Trust | — | — | $3.3M | 1.5% | |
| * Principal Management Corp Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $3.3M | 1.5% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $2.9M | 1.3% | |
| Vanguard Small-Cap Value Index Fund | Other securities | — | — | $2.9M | 1.3% | |
| Vanguard Small Cap Value Index Admiral | Other securities | — | — | $2.8M | 1.3% | |
| Vanguard Mid-Cap Value Index Fund/Open-end fund | Other securities | — | — | $2.4M | 1.1% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $2.3M | 1.0% | |
| CAPITAL GROUP 2015 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 015 | Common Collective Trust | — | — | $2.1M | 0.9% | |
| American Funds American New World R6 | Other securities | — | — | $1.4M | 0.6% | |
| CAPITAL GROUP 2010 TARGET BLD CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 010 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| Columbia Threadneedle Investments Columbia Small Cap Growth Fund | Other securities | — | — | $1.3M | 0.6% | |
| CORE PLUS BOND FUND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| ranging from 2025 to 2029 -0- | Other securities | — | — | $934K | 0.4% | |
| Eaton Vance Eaton Vance Income Fund of Boston | Other securities | — | — | $883K | 0.4% | |
| Fidelity International Small Cap Fund | Other securities | — | — | $833K | 0.4% | |
| Nuveen LGCAP Responsible EQ R6 | Other securities | — | — | $596K | 0.3% | |
| TRP STABLE VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $363K | 0.2% | |
| T. Rowe Price T Rowe Price Government Money I | Other securities | — | — | $353K | 0.2% | |
| PIMCO International bond Fund U.S. Dollar-Hedged | Other securities | — | — | $318K | 0.1% | |
| Vanguard TTL INTL Bond Fund | Other securities | — | — | $287K | 0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $208K | <0.1% | |
| GREAT GRAY EUROPAC GRWTH TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $79K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | 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 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
