This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPG RETIREMENT PLAN SERVICES | 39-1915811 | KENOSHA, WA | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | $6.7M | 9.3% |
| PRIN LIFETIME HYBR 2040 |
| Indirect comp |
|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $174K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES | 42-0941553 | DES MOINES, IA | OTHER SVCS | $0 | — |
| MORNINGSTAR INVESTMENT MGMT | 36-4317381 | — | INVEST ADVICE | $0 | — |
Common Collective Trust |
| $6.5M |
| 9.0% |
| PRIN LIFETIME HYBR 2035 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | $6.1M | 8.4% |
| PRIN LIFETIME HYBR 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | $5.9M | 8.2% |
| PRIN LIFETIME HYBR 2045 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | $5.2M | 7.3% |
| PRIN LIFETIME HYBR 2055 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 010 | Common Collective Trust | $4.0M | 5.6% |
| PRIN LIFETIME HYBR 2050 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | $3.6M | 5.0% |
| PRIN LARGCAP GROWTH I SA PRINCIPAL LIFE INSURANCE COPMANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $3.2M | 4.4% |
| PRIN SMCAP S&P 600 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $2.0M | 2.8% |
| PRIN LIFETIME HYBR 2060 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 012 | Common Collective Trust | $1.9M | 2.6% |
| PRIN LIFETIME HYBR INC PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 011 | Common Collective Trust | $1.1M | 1.6% |
| PRIN LIFETIME HYBR 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 002 | Common Collective Trust | $1.1M | 1.5% |
| PRIN LIFETIME HYBR 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 003 | Common Collective Trust | $970K | 1.3% |
| PRIN LIFETIME HYBR 2065 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 013 | Common Collective Trust | $670K | 0.9% |
| PRIN MIDCAP S&P 400 IDX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $427K | 0.6% |
| PRINCIPAL OVERSEAS SEP PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | $123K | 0.2% |
| PRIN GL REAL EST SEC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | $31K | <0.1% |
| PRIN LIFETIME HYB 2070 CIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 014 | Common Collective Trust | $21K | <0.1% |
