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 | $17K | — |
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 LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 16.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 16.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 15.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $801K | 11.3% | |
| Fidelity Investments Fidelity 500 Index Fund | Other securities | — | — | $715K | 10.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $399K | 5.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $277K | 3.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $239K | 3.4% | |
| Calvert Funds Calvert US Lg Cap Rsp Idx I FD | Other securities | — | — | $207K | 2.9% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Other securities | — | — | $138K | 1.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $136K | 1.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $134K | 1.9% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $84K | 1.2% | |
| Principal Life Insurance Company Prin Fixed Inc Guar Option | Common Stock | — | — | $79K | 1.1% | |
| Calvert Funds Calvert Bond I Fund | U.S. Treasuries | — | — | $62K | 0.9% | |
| PRIN CORE FIX INC SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $59K | 0.8% | |
| Party-in- Identity of Issue, M aturity Date, Rate of (e) Interest Borrower, Lessor, Interest, Collateral, (d) Current Identification or Similar Party Par or M aturity Value Cost Value American Funds Service Co. Am Fds Europacific Grth R6 FD | Common Stock | — | — | $58K | 0.8% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fund | Common Stock | — | — | $44K | 0.6% | |
| Calvert Funds Calvert Balanced I Fund | Other securities | — | — | $43K | 0.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $39K | 0.5% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Other securities | — | — | $29K | 0.4% | |
| Vanguard Group Vanguard W indsor II Adm Fund | Common Stock | — | — | $21K | 0.3% | |
| American Century Investments Amer Century Emerg Mkts R6 FD | Other securities | — | — | $20K | 0.3% | |
| Hartford Mutual Funds Hartford Intl Opp R6 Fund | Other securities | — | — | $19K | 0.3% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $16K | 0.2% | |
| Vanguard Group Vanguard Sm Cap Gr Idx Adm Fund | Common Stock | — | — | $14K | 0.2% | |
| Vanguard Group Vanguard Hi-Yld Corp Adm Fund | Common Stock | — | — | $12K | 0.2% |
