LISA Coulson 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 a defined-benefit pension formula, a cash-balance formula.
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 | $2.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS LLC | 42-1238567 | — | INVESTMENT ADVISORY | $6.2M | — |
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 LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $212.9M | 14.5% | |
| Principal Life Insurance Company | Common Stocks | — | $199.8M | $212.9M | 14.5% | |
| Principal Diversified Select Real Assets Y Fund | Other securities | — | $64.4M | $67.9M | 4.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $40.6M | $67.4M | 4.6% | |
| Principal Life Insurance Company | Common Stocks | — | $60.8M | $50.4M | 3.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $50.4M | 3.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $50.4M | 3.4% | |
| Principal Life Insurance Company | Common Stocks | — | $29.4M | $35.2M | 2.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $35.2M | 2.4% | |
| Principal Life Insurance Company | Common Stocks | — | $28.1M | $33.4M | 2.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $33.4M | 2.3% | |
| Principal Private Credit I Y Fund | Other securities | — | $22.7M | $22.4M | 1.5% | |
| Principal Life Insurance Company | Common Stocks | — | $18.5M | $18.0M | 1.2% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $18.0M | 1.2% | |
| Principal Life Insurance Company | Common Stocks | — | $18.1M | $15.2M | 1.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $15.2M | 1.0% | |
| Principal Life Insurance Company | Common Stocks | — | $29.0M | $14.8M | 1.0% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $14.8M | 1.0% | |
| AMG PANTHEON FUND LLC | Other securities | — | $11.3M | $12.6M | 0.9% | |
| PARTNERS GROUP PRIVATE EQUITY | Common Stocks | — | $11.3M | $11.9M | 0.8% | |
| MORGAN STANLEY | Other securities | — | $11.4M | $11.3M | 0.8% | |
| Principal Life Insurance Company | Common Stocks | — | $12.6M | $9.8M | 0.7% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $9.8M | 0.7% | |
| Principal Life Insurance Company | Common Stocks | — | $12.6M | $9.8M | 0.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $9.8M | 0.7% | |
| ANHEUSER-BUSCH INBEV FINANCE SERIES REGS | Other securities | — | $10.3M | $9.8M | 0.7% | |
| STEPSTONE PRIVATE MARKETS I | Other securities | — | $7.5M | $8.3M | 0.6% | |
| AMGEN INC | Common Stocks | — | $8.5M | $8.2M | 0.6% | |
| MORGAN STANLEY SERIES GMTN | Other securities | — | $7.3M | $7.4M | 0.5% | |
| ENERGY TRANSFER LP | Other securities | — | $7.9M | $7.2M | 0.5% | |
| ORACLE CORP | Common Stocks | — | $7.5M | $7.0M | 0.5% | |
| AT&T INC | Common Stocks | — | $7.2M | $6.4M | 0.4% | |
| VERIZON COMMUNICATIONS | Other securities | — | $6.1M | $6.1M | 0.4% | |
| BANK OF AMERICA CORP | Common Stocks | — | $7.9M | $5.9M | 0.4% | |
| VODAFONE GROUP PLC | Common Stocks | — | $6.0M | $5.8M | 0.4% | |
| WESTPAC BANKING CORP | Common Stocks | — | $5.5M | $5.5M | 0.4% | |
| JPMORGAN CHASE & CO | Common Stocks | — | $7.5M | $5.4M | 0.4% | |
| GOLDMAN SACHS GROUP INC | Common Stocks | — | $5.3M | $5.3M | 0.4% | |
| PFIZER INVESTMENT ENTERPRISES | Other securities | — | $5.4M | $5.2M | 0.4% | |
| COMCAST CORP SERIES WI | Common Stocks | — | $8.2M | $5.1M | 0.3% | |
| HP ENTERPRISE CO | Common Stocks | — | $5.3M | $5.1M | 0.3% | |
| JBS USA FOOD FINANCE | Other securities | — | $5.1M | $5.1M | 0.3% | |
| ORACLE CORP | Common Stocks | — | $5.5M | $5.1M | 0.3% | |
| TREASURY BILL | Other securities | — | $5.0M | $5.0M | 0.3% | |
| TREASURY BILL | Other securities | — | $5.0M | $5.0M | 0.3% | |
| WELLS FARGO & CO | Common Stocks | — | $5.4M | $5.0M | 0.3% | |
| WARNERMEDIA HOLDINGS INC SERIES WI | Common Stocks | — | $5.2M | $4.8M | 0.3% | |
| AT&T INC SERIES WI | Common Stocks | — | $6.1M | $4.8M | 0.3% | |
| AT&T INC | Common Stocks | — | $5.8M | $4.7M | 0.3% | |
| BROADCOM INC SERIES 144A | Common Stocks | — | $4.9M | $4.6M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AKSIA |
| 20-5385739 |
| — |
| INVESTMENT ADVISORY |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET | 04-1867445 | — | OTHER SERVICES | $1.2M | — |
| IDC | 13-3668779 | — | OTHER SERVICES | $12K | — |
