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 | $69K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $5.9M | 17.7% | |
| Principal | Other securities | — | — | $5.6M | 16.9% | |
| Vanguard | Other securities | — | — | $3.8M | 11.5% | |
| Principal | Other securities | — | — | $2.3M | 6.8% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $2.3M | 6.8% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.8% | |
| Principal | Other securities | — | — | $1.8M | 5.5% | |
| Vanguard | Other securities | — | — | $1.7M | 5.2% | |
| Vanguard | Other securities | — | — | $1.7M | 5.0% | |
| Vanguard | Other securities | — | — | $1.7M | 5.0% | |
| American Funds | Other securities | — | — | $1.5M | 4.4% | |
| Fidelity | Other securities | — | — | $1.4M | 4.2% | |
| Vanguard | Other securities | — | — | $1.4M | 4.2% | |
| Vanguard | Other securities | — | — | $1.1M | 3.5% | |
| Pri ncipa l | Other securities | — | — | $892K | 2.7% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $892K | 2.7% | |
| Vanguard | Other securities | — | — | $885K | 2.7% | |
| Morley Ca pital Management | Other securities | — | — | $716K | 2.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $716K | 2.2% | |
| Vanguard | Other securities | — | — | $641K | 1.9% | |
| American Funds | Other securities | — | — | $640K | 1.9% | |
| MFS | Other securities | — | — | $610K | 1.8% | |
| PIMCO | Other securities | — | — | $581K | 1.8% | |
| Vanguard | Other securities | — | — | $565K | 1.7% | |
| T Rowe Price | Other securities | — | — | $525K | 1.6% | |
| Vanguard | Other securities | — | — | $491K | 1.5% | |
| Va ri ous pa rticipants | Other securities | — | — | $416K | 1.3% | |
| Federated Inves tors | Other securities | — | — | $351K | 1.1% | |
| Principal | Other securities | — | — | $280K | 0.8% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $280K | 0.8% | |
| Vanguard | Other securities | — | — | $273K | 0.8% | |
| Principal | Other securities | — | — | $249K | 0.8% | |
| Principal | Other securities | — | — | $189K | 0.6% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $189K | 0.6% | |
| Vanguard | Other securities | — | — | $170K | 0.5% | |
| Principal | Other securities | — | — | $123K | 0.4% | |
| Principal | Other securities | — | — | $113K | 0.3% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $113K | 0.3% | |
| Self-Directed Brokerage Accounts | Other securities | — | — | $108K | 0.3% | |
| Principal | Other securities | — | — | $97K | 0.3% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $97K | 0.3% | |
| Principal | Other securities | — | — | $96K | 0.3% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $96K | 0.3% | |
| Pri ncipa l | Other securities | — | — | $96K | 0.3% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $96K | 0.3% | |
| Principal | Other securities | — | — | $85K | 0.3% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $85K | 0.3% | |
| Vanguard | Other securities | — | — | $59K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
