This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | 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.
| % of plan | |||
|---|---|---|---|
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | $9.3M | 12.0% |
| PRIN LGCP S&P 500IDX SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $808K | 1.0% |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | $547K | 0.7% |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | $269K | 0.3% |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 362 | Common Collective Trust | $171K | 0.2% |
| PRIN MDCAP S&P 400 IND SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $159K | 0.2% |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | $155K | 0.2% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $138K | 0.2% |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | $113K | 0.1% |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | $0 | <0.1% |
