Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | Other securities | — | — | $7.0M | 22.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.5M | 14.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.7M | 11.8% | |
| Diversified International Pooled Separate Accounts | Other securities | — | — | $1.7M | 5.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.7M | 5.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.5M | 4.7% | |
| Fidelity Small Cap Registered Investment Company | Other securities | — | — | $1.2M | 3.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.0M | 3.3% | |
| American Mutual Registered Investment Company | Other securities | — | — | $1000K | 3.2% | |
| Fidelity Mid Cap Registered Investment Company | Other securities | — | — | $948K | 3.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $894K | 2.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $752K | 2.4% | |
| Principal Large Cap Growth Pooled Separate Accounts | Other securities | — | — | $738K | 2.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $738K | 2.4% | |
| Principal Mid Cap Pooled Separate Accounts | Other securities | — | — | $607K | 2.0% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $607K | 2.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $585K | 1.9% | |
| John Hancock Disciplined Value Mid Cap Registered Investment Company | Other securities | — | — | $577K | 1.9% | |
| Dimensional International Small Company Registered Investment Company | Other securities | — | — | $487K | 1.6% | |
| PGIM Global Total Return Registered Investment Company | Other securities | — | — | $435K | 1.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $371K | 1.2% | |
| Dimensional Emerging Market Core Equity Registered Investment Company | Other securities | — | — | $367K | 1.2% | |
| Principal Small Cap Growth I Pooled Separate Accounts | Other securities | — | — | $311K | 1.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $311K | 1.0% | |
| Franklin Templeton Small Cap Registered Investment Company | Other securities | — | — | $249K | 0.8% | |
| Participants to 9.50%) | Bonds / Notes | — | — | $156K | 0.5% | |
| Principal Spectrum Preferred and Capital Sec Pooled Separate Accounts | Other securities | — | — | $97K | 0.3% | |
| (E) | Other securities | — | — | $97K | 0.3% | |
| PRIN SPEC PREF CAP SEC INC PEM PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $97K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $47K | 0.2% | |
| Principal Financial Group Inc. Stock Pooled Separate Accounts | Common Stock | — | — | $45K | 0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $45K | 0.1% | |
| Principal Government & High Quality Bond Pooled Separate Accounts | Other securities | — | — | $13K | <0.1% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $13K | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
