Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | 43-1451524 | — | INVESTMENT ADVISOR | $38K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 9.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.6M | 8.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.5M | 8.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 7.6% | |
| Principal Diversified International Pooled separate account | Other securities | — | — | $903K | 5.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $903K | 5.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $847K | 4.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $846K | 4.7% | |
| T. Rowe Price Blue Chip Growth Mutual fund | Other securities | — | — | $769K | 4.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $739K | 4.1% | |
| Principal Large Cap Growth Pooled separate account | Other securities | — | — | $679K | 3.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $679K | 3.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $643K | 3.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $637K | 3.6% | |
| PRIN LIQUID ASSETS SEP ACCT-X PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $596K | 3.3% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 120 | Pooled Separate Account | — | — | $570K | 3.2% | |
| Principal International Small Cap Pooled separate account | Other securities | — | — | $425K | 2.4% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $425K | 2.4% | |
| American Century Mid Cap Value Mutual fund | Other securities | — | — | $391K | 2.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $372K | 2.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $351K | 2.0% | |
| PGIM Total Return Bond Mutual fund | Other securities | — | — | $338K | 1.9% | |
| Principal Mid Cap S&P 400 Index Pooled separate account | Other securities | — | — | $318K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $318K | 1.8% | |
| Various participants, interest rates * Notes receivable from participants 4.25% to 9.50% | Bonds / Notes | — | — | $312K | 1.7% | |
| Principal Small Cap Value II Pooled separate account | Other securities | — | — | $309K | 1.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $309K | 1.7% | |
| Principal Small Cap Growth I Pooled separate account | Other securities | — | — | $302K | 1.7% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $302K | 1.7% | |
| Carillon Eagle Mid Cap Growth Mutual fund | Other securities | — | — | $241K | 1.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $237K | 1.3% | |
| The Standard Insurance Company Standard Stable Asset X Guaranteed interest contract | Other securities | — | — | $204K | 1.1% | |
| American Funds Europacific Growth Mutual fund | Other securities | — | — | $144K | 0.8% | |
| DFA Emerging Markets Core Equity Mutual fund | Other securities | — | — | $144K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $122K | 0.7% | |
| Principal Global Investors Trust Company Principal LifeTime Hybrid Inc. Collective investment trust | Common Collective Trusts | — | — | $87K | 0.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $87K | 0.5% | |
| Principal Core Fixed Income Pooled separate account | Other securities | — | — | $67K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 118 | Pooled Separate Account | — | — | $67K | 0.4% | |
| JP Morgan Government Bond Mutual fund | U.S. Treasuries | — | — | $46K | 0.3% | |
| PGIM Global Total Return Mutual fund | Other securities | — | — | $27K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $26K | 0.1% | |
| Lord Abbett Short Duration Income Mutual fund | Other securities | — | — | $23K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $92 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PRINCIPAL LIFE INSURANCE COMPANY |
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $47K |
| — |
| ERP NATIONAL LLC | 84-2409363 | — | TPA | $14K | — |
