Andrew Schafer signed Principal Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Principal Financial Group, Inc.'s EIN is 42-1520346.
Download the official 2024 Form 5500 (PDF) for Principal Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Principal Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $1.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Deposits in insurance company Large-Cap Stock Company* Index Separate Account | Pooled Separate Accounts | — | — | $680.1M | 14.9% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $680.1M | 14.9% | |
| Principal Life Insurance Deposits in insurance company Mid-Cap Separate Company* Account | Common Stocks | — | — | $404.3M | 8.8% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $404.3M | 8.8% | |
| Principal Life Insurance Deposits in insurance company Large-Cap Company* Growth I Separate Account | Pooled Separate Accounts | — | — | $274.8M | 6.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $274.8M | 6.0% | |
| PRIN LIFETIME HY 2040 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $272.8M | 6.0% | |
| PRIN LIFETIME HY 2030 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $233.4M | 5.1% | |
| Principal Life Insurance Deposits in insurance company Small-Cap Stock Company* Index Separate Account | Pooled Separate Accounts | — | — | $228.1M | 5.0% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $228.1M | 5.0% | |
| PRIN LIFETIME HY 2050 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $214.6M | 4.7% | |
| Principal Life Insurance Deposits in insurance company Diversified Company* International Separate Account | Pooled Separate Accounts | — | — | $202.4M | 4.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $202.4M | 4.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $189.7M | 4.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $185.0M | 4.0% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $177.6M | 3.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $130.8M | 2.9% | |
| PRIN LIFETIME HY 2035 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $121.1M | 2.6% | |
| Group, Inc.* Inc. ESOP | Common Stocks | — | — | $119.7M | 2.6% | |
| PRIN LIFETIME HY 2045 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $105.4M | 2.3% | |
| Principal Life Insurance Deposits in insurance company Small-Cap Company* Growth I Separate Account | Pooled Separate Accounts | — | — | $97.2M | 2.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $97.2M | 2.1% | |
| Principal Life Insurance Deposits in insurance company Global Company* Emerging Markets Separate Account | Pooled Separate Accounts | — | — | $96.6M | 2.1% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $96.6M | 2.1% | |
| PRIN LIFETIME HY 2055 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $83.2M | 1.8% | |
| MORLEY STABLE INCOME BOND FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-2645975 / PN 001 | Common Collective Trust | — | — | $83.0M | 1.8% | |
| MORLEY INCOME FUND III PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 47-3636995 / PN 001 | Common Collective Trust | — | — | $74.6M | 1.6% | |
| PRIN LIFETIME HY 2060 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $69.2M | 1.5% | |
| PRIN LIFETIME HY 2020 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $66.2M | 1.4% | |
| Principal Life Insurance Company* Deposits in guaranteed interest accounts | Common Stocks | — | — | $64.2M | 1.4% | |
| PRIN LIFETIME HY 2025 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $49.9M | 1.1% | |
| Principal Life Insurance Deposits in insurance company Small-Cap Value II Company* Separate Account | Pooled Separate Accounts | — | — | $49.5M | 1.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $49.5M | 1.1% | |
| Schwab Funds Self-directed brokerage account | Self-Directed Brokerage | — | — | $43.7M | 1.0% | |
| Principal Life Insurance Deposits in insurance company Government and Company* High Quality Bond Separate Account | Pooled Separate Accounts | — | — | $43.3M | 0.9% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $43.3M | 0.9% | |
| Principal Life Insurance Deposits in insurance company Inflation Protection Company* Separate Account | Pooled Separate Accounts | — | — | $41.1M | 0.9% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $41.1M | 0.9% | |
| Principal Global Investors Collective investment trust Company* Lifetime Hybrid Income | Common Collective Trusts | — | — | $37.7M | 0.8% | |
| PRIN LIFETIME HY INC CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $37.7M | 0.8% | |
| 3.25% to 10.50% | Bonds / Notes | — | — | $25.2M | 0.6% | |
| PRIN LIFETIME HY 2065 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $23.8M | 0.5% | |
| SEI Trust Company Collective investment trust Prin/BR International Equity Index | Common Collective Trusts | — | — | $21.7M | 0.5% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $21.7M | 0.5% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $20.2M | 0.4% | |
| Principal Life Insurance Deposits in insurance company Mid-Cap Company* S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $17.9M | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $17.9M | 0.4% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $12.7M | 0.3% | |
| PRIN LIQUID ASSETS SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $5.9M | 0.1% | |
| PRIN LIFETIME HY 2015 CIT T PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3.5M | <0.1% |
