Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOWELL FINANCIAL INC | 02-0691794 | — | INVESTMENT ADVISORY | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3.4M | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2030 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust |
| — |
| — |
| $444.9M |
| 14.3% |
| PRIN LIFETIME HY 2050 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $398.0M | 12.8% |
| PRIN LIFETIME HY 2040 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $312.7M | 10.1% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $211.0M | 6.8% |
| PRIN LIFETIME HY 2020 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $177.0M | 5.7% |
| Hy Vee, Inc. Hy-Vee Stock Fund Employer Security | — | — | — | $153.9M | 5.0% |
| PRIN MIDCAP SA-CLASSIC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $148.8M | 4.8% |
| CLEARBRIDGE LR CP GRWTH CIT R3 GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $107.1M | 3.4% |
| PRIN LIFETIME HY 2060 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $102.0M | 3.3% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $88.3M | 2.8% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $88.2M | 2.8% |
| PRIN LIFETIME HY 2055 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $81.4M | 2.6% |
| The American Funds American Funds NewWorld R6 Registered Investment Company | — | — | — | $71.0M | 2.3% |
| Principal Global Investors Trust Co Principal LT Hybrid Income CIT Common/Collective Trust | — | — | — | $64.2M | 2.1% |
| PRIN LIFETIME HY INC CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $64.2M | 2.1% |
| PRIN LIFETIME HY 2045 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $60.8M | 2.0% |
| PRIN LIFETIME HY 2035 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $59.5M | 1.9% |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $54.4M | 1.7% |
| Notes receivable from participants Interest rates 4.25% to 9.50% | — | — | — | $51.6M | 1.7% |
| PRIN LIFETIME HY 2025 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $47.3M | 1.5% |
| PRIN INTL EQ SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $44.3M | 1.4% |
| PRIN LIFETIME HY 2065 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $43.0M | 1.4% |
| Schwab Funds Self-Directed Brokerage Acct Brokerage Account | — | — | — | $40.8M | 1.3% |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $34.9M | 1.1% |
| CORE PLUS BOND SEP ACT-CLASSIC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $33.8M | 1.1% |
| Dimensional Fund Advisors DFA US Large Cap Value I Fd Registered Investment Company | — | — | — | $32.1M | 1.0% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $30.4M | 1.0% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $19.4M | 0.6% |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $16.6M | 0.5% |
| Vanguard Group Vgd Dev Mkts Index Inst Fund Registered Investment Company | — | — | — | $11.5M | 0.4% |
| Vanguard Group Vanguard Int-Tm Bd Idx Inst Fd Registered Investment Company | — | — | — | $9.9M | 0.3% |
| Vanguard Group Vanguard Inf-Prot Sec Instl Fd Registered Investment Company | — | — | — | $7.7M | 0.2% |
| PRIN LIFETIME HYB 2070 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7.6M | 0.2% |
| PRIN LIFETIME HY 2015 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $7.0M | 0.2% |
| Vanguard Group Vanguard Emg Mk Stk Idx Adm Fd Registered Investment Company | — | — | — | $6.3M | 0.2% |
| Vanguard Prime Money Market Registered Investment Company | — | — | — | $2.7M | <0.1% |
| PRINCIPAL LT ST INC CIT TR V PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% |
| PRINCIPAL LT 2020 CIT TIER V PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
| PRINCIPAL LT 2030 CIT TIER V PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |
| PRINCIPAL LT 2040 CIT TIER V PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |
| PRINCIPAL LT 2050 CIT TIER V PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |
| PRINCIPAL LT 2060 CIT TIER V PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |
| PRINCIPAL LT 2025 CIT TIER V PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
| PRINCIPAL LT 2070 CIT TIER V PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
