Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $702 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS | — | LEAWOOD, KS | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location |
|---|
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 |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 Fund Mutual funds | — | — | — | $423K | 20.9% | |
| Nuveen Lifecycle Index 2035 Fund Mutual funds |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| PRINCIPAL LIFE INS. CO. | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
| ERISA SERVICES MIDWEST LLC | — | KNOXIVILLE, TN | CONTRACT ADMIN | $300 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2 | — |
| — |
| — |
| — |
| $309K |
| 15.3% |
| Nuveen Lifecycle Index 2030 Fund Mutual funds | — | — | — | $220K | 10.9% |
| Nuveen Lifecycle Index 2045 Fund Mutual funds | — | — | — | $217K | 10.7% |
| Nuveen Lifecycle Index 2040 Fund Mutual funds | — | — | — | $204K | 10.1% |
| Nuveen Lifecycle Index 2020 Fund Mutual funds | — | — | — | $166K | 8.2% |
| Nuveen Lifecycle Index 2050 Fund Mutual funds | — | — | — | $134K | 6.6% |
| Nuveen Lifecycle Index 2055 Fund Mutual funds | — | — | — | $126K | 6.2% |
| Nuveen Lifecycle Index 2065 Fund Mutual funds | — | — | — | $30K | 1.5% |
| Nuveen Lifecycle Index 2060 Fund Mutual funds | — | — | — | $22K | 1.1% |
| Nuveen International Equity Index Mutual funds | — | — | — | $15K | 0.7% |
| Fidelity 500 Index Mutual funds | — | — | — | $13K | 0.7% |
| Nuveen Lifecycle Index Retirement Inc Fund Mutual funds | — | — | — | $13K | 0.6% |
| Fidelity Emerging Markets Index Mutual funds | — | — | — | $6K | 0.3% |
| Fidelity Mid Cap Index Mutual funds | — | — | — | $5K | 0.3% |
| EI - Fixed Account Guaranteed investment contract | — | — | — | $5K | 0.3% |
| Nuveen Small Cap Blend Index Fund Mutual funds | — | — | — | $5K | 0.2% |
| Fidelity Large Cap Value Index Mutual funds | — | — | — | $3K | 0.2% |
| Fidelity Large Cap Growth Index Mutual funds | — | — | — | $3K | 0.1% |
| iShares U.S. Aggregate Bond Index Mutual funds | — | — | — | $2K | 0.1% |
| DFA Selectively Hedged Global Fixed Income Mutual funds | — | — | — | $1K | <0.1% |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | 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 LIFETIME FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
