Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO. | 39-0989781 | HARRISON, NY | RECORDKEEPER | $3K | — |
| BARCLAY PLANNING GROUP | 38-3466149 | ROCHESTER, MI | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
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 HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 25.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $755K | 17.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $545K | 12.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $491K | 11.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $306K | 7.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $240K | 5.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $180K | 4.3% | |
| Principal Financial Group Principal Fixed Income Guaranteed Option Fund | Common Stock | — | — | $143K | 3.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $117K | 2.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $109K | 2.6% | |
| JP Morgan JP Morgan US Equity Ret Opt | Other securities | — | — | $33K | 0.8% | |
| Blackrock Health Science Ops | Other securities | — | — | $28K | 0.7% | |
| Janus Int'l Holding Janus Henderson Venture Fund | Other securities | — | — | $24K | 0.6% | |
| Principal Financial Group Principal Lifetime Hybrid 2065 Collective Interest Trust | Common Collective Trusts | — | — | $23K | 0.5% | |
| PRIN LIFETIME HYBR CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $23K | 0.5% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund 378 JP Morgan JP Morgan Large Cap Growth Ret Opt | Common Stock | — | — | $12K | 0.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $12K | 0.3% | |
| T. Rowe Price T. Rowe Price Financial Services Fund | Other securities | — | — | $8K | 0.2% | |
| John Hancock John Hancock Disciplined Value Fund | Other securities | — | — | $4K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | 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.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $10K |
| — |
