Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $44K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $495K | 13.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $351K | 9.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $317K | 8.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $312K | 8.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $287K | 7.6% | |
| Participants (Participant Loans) dates ranging through October 2029 $0 | Participant loans | — | — | $255K | 6.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $236K | 6.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $221K | 5.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $195K | 5.2% | |
| Capital Research and Mgmt Co Am Fds Fndmtl Inv R6 Fund | Common Stock | — | — | $179K | 4.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $178K | 4.7% | |
| Carillon Tower Advisers Eagle MidCaGwth R6 Fd | Other securities | — | — | $132K | 3.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $118K | 3.1% | |
| Vanguard Group Vanguard Growth Index Adm Fund | Common Stock | — | — | $100K | 2.7% | |
| Vanguard Group Vanguard Intl Growth Adm Fd | Common Stock | — | — | $88K | 2.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $49K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $33K | 0.9% | |
| Capital Research and Mgmt Co American Funds NewWorld R6 | Common Stock | — | — | $29K | 0.8% | |
| Allspring Global Investments Allspring Spec M Cap Value R6 | Other securities | — | — | $22K | 0.6% | |
| American Beacon Amer Beacon Sm Cp Val R6 Fd | Other securities | — | — | $17K | 0.5% | |
| Janus Henderson JanusHenderson Triton N | Other securities | — | — | $17K | 0.4% | |
| Insurance Company * Principal Life Insurance Company Fixed Income Guaranteed Option | Other securities | — | — | $16K | 0.4% | |
| Vanguard Group Vanguard Value Index Adm Fund | Common Stock | — | — | $15K | 0.4% | |
| Vanguard Group Vgd Infl-Prot Sec Adm Fund | Common Stock | — | — | $12K | 0.3% | |
| Dimensional Fund Advisors DFA International Value I Fund | Other securities | — | — | $11K | 0.3% | |
| PIMCO Glbl Bd (USD-Hdg) I Fund | Other securities | — | — | $10K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $6K | 0.2% | |
| * Principal Life Insurance Company Lifetime Hybrid Inc Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Principal Global Investors Diversified International Separate Account | Other securities | — | — | $1K | <0.1% | |
| Capital Research and Mgmt Co Am Fds Bd Fd of Am R6 Fund | Mutual Funds | — | — | $1K | <0.1% |
