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 | $40K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | CONTRACT ADMINISTRATOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| similar party investment Cost** value * Principal Guaranteed Option FBRIC | Other securities | — | — | $333K | 15.9% | |
| PRIN CORE PLUS BOND SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $316K | 15.1% | |
| Vanguard International Growth Fund Admiral Sh Mutual Fund | Other securities | — | — | $294K | 14.0% | |
| Fidelity 500 Index Fund Mutual Fund | Other securities | — | — | $195K | 9.3% | |
| Vanguard Value Index Fund Admiral Sh Mutual Fund | Other securities | — | — | $191K | 9.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $171K | 8.1% | |
| Fidelity Freedom Index 2055 Fund - Investor Class Mutual Fund | Other securities | — | — | $105K | 5.0% | |
| Vanguard Mid-Cap Value Index Fund Admiral Mutual Fund | Other securities | — | — | $97K | 4.6% | |
| Principal Vanguard MidCap Val Idx Adm Fd | Other securities | — | — | $97K | 4.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Other securities | — | — | $62K | 3.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | Other securities | — | — | $62K | 2.9% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Mutual Fund | Other securities | — | — | $46K | 2.2% | |
| Principal Vanguard MidCp Grth Idx Adm Fd | Other securities | — | — | $46K | 2.2% | |
| Participant Loans Rates Range 4.25% To 6.50% | Bonds / Notes | — | — | $43K | 2.1% | |
| Notes receivable from participants per annum $0 | Other securities | — | — | $43K | 2.1% | |
| Fidelity Freedom Index 2045 Fund - Investor Mutual Fund | Other securities | — | — | $41K | 2.0% | |
| Vanguard Growth Index Fund Admiral Sh Mutual Fund | Other securities | — | — | $40K | 1.9% | |
| Principal Vanguard Sm Cap Gr Idx Adm Fd | Other securities | — | — | $39K | 1.8% | |
| Principal American Funds NewPrsp R6 Fnd | Other securities | — | — | $13K | 0.6% | |
| American Funds New Perspective Fund® Class R-6 Mutual Fund | Other securities | — | — | $13K | 0.6% | |
| PIMCO Income Fund Class R Mutual Fund | Other securities | — | — | $10K | 0.5% | |
| Principal Vanguard Ttl Bd Mkt Idx Adm Fd 119 * Principal Calvert Balanced I Fund | Other securities | — | — | $10K | 0.5% | |
| BlackRock LifePath® Index 2025 Fund Class K Sh Mutual Fund | Other securities | — | — | $10K | 0.5% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | Other securities | — | — | $9K | 0.4% | |
| Principal Fidelity Frdm Idx Inc Inv Fd 1 * Principal Fidelity Frdm Idx 2040 Inv Fd | Common Stock | — | — | $5K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $5K | 0.2% | |
| Franklin Small Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $4K | 0.2% | |
| Principal Fidelity International Idx Fd | Other securities | — | — | $3K | 0.2% | |
| DFA Real Estate Securities Portfolio Institutional Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Principal Fidelity Frdm Idx 2050 Inv | Other securities | — | — | $2K | <0.1% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
