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 | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OHIO NATIONAL INSURANCE AGENCY INC | 32-0071428 | — | OTHER SERVICES | $0 | — |
| O N EQUITY SALES CO |
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 | |||||
|---|---|---|---|---|---|---|
| Victory Sycamore Est Val R6 Fd | Other securities | — | $0 | $3.8M | 13.8% | |
| Prin Intl SmallCap Sep Acct-Z | Other securities | — | $0 | $2.6M | 9.3% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $2.5M | 8.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $2.3M | 8.2% | |
| Prin LgCp S&P 500 Index SA-Z | Common Stock | — | $0 | $1.7M | 6.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.4M | 5.2% | |
| Prin LifeTime 2020 Sep Acct-Z | Other securities | — | $0 | $1.4M | 5.2% | |
| Prin LifeTime Strat Inc SA-Z | Common Stock | — | $0 | $1.3M | 4.7% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $1.3M | 4.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.3M | 4.6% | |
| Vanguard Sm Cap Index Adm Fund | Other securities | — | $0 | $1.3M | 4.6% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $1.1M | 4.1% | |
| Vanguard STAR Inv Fund | Other securities | — | $0 | $1.1M | 4.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.1M | 4.0% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stock | — | $0 | $1000K | 3.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1000K | 3.6% | |
| Inv Dev Mark R6 Fd | Other securities | — | $0 | $954K | 3.4% | |
| PIMCO Inv Gd Credi Bd Instl Fd | Other securities | — | $0 | $899K | 3.2% | |
| Franklin DynaTech R6 Fund | Other securities | — | $0 | $876K | 3.2% | |
| FMI International Fund | Other securities | — | $0 | $859K | 3.1% | |
| Carillon Eagle SmlCaGwth R6 Fd | Other securities | — | $0 | $750K | 2.7% | |
| Vanguard Growth Index Adm Fund | Other securities | — | $0 | $600K | 2.2% | |
| John Hancock Disc Val MC R6 Fd | Other securities | — | $0 | $525K | 1.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $525K | 1.9% | |
| Principal U.S. Property SA-Z | Common Stock | — | $0 | $380K | 1.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $0 | $331K | 1.2% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $319K | 1.2% | |
| Vanguard Hi Div Yld Idx Adm Fd | Other securities | — | $0 | $258K | 0.9% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | Other securities | — | $0 | $226K | 0.8% | |
| Vanguard Health Care Adm Fd | Other securities | — | $0 | $148K | 0.5% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $145K | 0.5% | |
| Prin Real Estate Secs SA-Z | Common Stock | — | $0 | $145K | 0.5% | |
| Prin LifeTime 2060 Sep Acct-Z | Other securities | — | $0 | $81K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $81K | 0.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $31K | 0.1% | |
| Prin LifeTm 2070 Sep Acct-Z | Other securities | — | $0 | $31K | 0.1% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Stock | — | $0 | $25K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | $0 | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 31-0742113 |
| — |
| OTHER SERVICES |
| $0 |
| — |
