Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY CONSULTING GROUP | 33-0818667 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity | Other securities | — | — | $7.8M | 20.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.3M | 11.2% | |
| T. Rowe Price | Other securities | — | — | $3.4M | 8.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.1M | 8.0% | |
| Principal Life Insurance Company | Other securities | — | — | $3.1M | 8.0% | |
| Dodge & Cox | Other securities | — | — | $2.0M | 5.2% | |
| Principal Life Insurance Company | Other securities | — | — | $1.9M | 5.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.9M | 5.1% | |
| Principal Life Insurance Company | Other securities | — | — | $1.9M | 4.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.9M | 4.9% | |
| Principal Life Insurance Company | Other securities | — | — | $1.5M | 4.0% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.5M | 4.0% | |
| PGIM | Other securities | — | — | $1.5M | 3.9% | |
| Columbia Management Advisors | Other securities | — | — | $1.3M | 3.3% | |
| Alta Trust Company | Other securities | — | — | $1.2M | 3.0% | |
| EAGLE MD CP GRWTH FDS CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.0% | |
| American Century | Other securities | — | — | $936K | 2.4% | |
| Principal Life Insurance Company | Other securities | — | — | $909K | 2.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $909K | 2.4% | |
| American Funds | Other securities | — | — | $838K | 2.2% | |
| Principal Life Insurance Company | Other securities | — | — | $758K | 2.0% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $758K | 2.0% | |
| Principal Life Insurance Company | Other securities | — | — | $743K | 1.9% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $743K | 1.9% | |
| Fidelity | Other securities | — | — | $738K | 1.9% | |
| Fidelity | Other securities | — | — | $708K | 1.8% | |
| Principal Life Insurance Company | Other securities | — | — | $656K | 1.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $656K | 1.7% | |
| Principal Life Insurance Company | Other securities | — | — | $550K | 1.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $550K | 1.4% | |
| Great Gray Trust Company | Other securities | — | — | $549K | 1.4% | |
| CLEARBRIDGE SM CP GRWTH CIT R2 GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $549K | 1.4% | |
| Principal Life Insurance Company | Other securities | — | — | $367K | 1.0% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $367K | 1.0% | |
| SEI Trust Company | Other securities | — | — | $246K | 0.6% | |
| ALLSPRING EMG MKTS EQ CIT E2 SEI TRUST COMPANY · EIN 83-6759450 / PN 001 | Common Collective Trust | — | — | $246K | 0.6% | |
| Principal Life Insurance Company | Other securities | — | — | $154K | 0.4% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $154K | 0.4% | |
| Participants | Other securities | — | — | $130K | 0.3% | |
| PGIM | Other securities | — | — | $101K | 0.3% | |
| Principal Life Insurance Company | Other securities | — | — | $64K | 0.2% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $64K | 0.2% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <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 BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | 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.
