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 health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FUNDS, INC. | — | BOSTON, MA | AFFILIATE TO PLAN SPONSOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds, Inc. LargeCap S&P 500 Index Fund | Common Collective Trusts | — | $5.8M | $8.5M | 31.7% | |
| Principal Funds, Inc. Core Fixed Income Fund | Common Stocks | — | $6.4M | $5.6M | 21.2% | |
| Principal Funds, Inc. Bond Market Index Fund | Common Collective Trusts | — | $3.2M | $2.7M | 9.9% | |
| Principal Funds, Inc. Diversified International Fund | Common Stocks | — | $2.5M | $2.6M | 9.8% | |
| Principal Funds, Inc. Short-Term Income Fund | Common Stocks | — | $2.6M | $2.6M | 9.6% | |
| Principal Funds, Inc. High Yield Fund | Common Stocks | — | $2.4M | $2.4M | 8.9% | |
| Principal Funds, Inc. SmallCap Fund | Common Stocks | — | $1.0M | $1.2M | 4.7% | |
| Principal Funds, Inc. International Small Company Fund | Common Stocks | — | $896K | $814K | 3.1% |
