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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS FINANCIAL SERVI | 11-3018002 | — | OTHER SERVICES | $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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $516K | 10.2% |
| PRIN LARGECAP GROWTH I SA-R3 |
Pooled Separate Account |
| $224K |
| 4.4% |
| PRIN SAM BALANCED SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | $165K | 3.3% |
| PRIN SAM CONS GROWTH SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | $142K | 2.8% |
| PRIN SAM STRAT GROWTH SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | $108K | 2.1% |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $92K | 1.8% |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $60K | 1.2% |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $58K | 1.1% |
| PRIN DIVERSIFIED INTL SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $55K | 1.1% |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $44K | 0.9% |
| PRIN SAM FLEXIBLE INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | $38K | 0.7% |
| PRIN CORE PLUS BOND SEP ACT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $36K | 0.7% |
| PRIN SAM CONS BALANCED SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | $34K | 0.7% |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $30K | 0.6% |
| PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $29K | 0.6% |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $24K | 0.5% |
| PRIN MIDCAP GROWTH III SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | $6K | 0.1% |
| PRIN LIFETIME 2040 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2050 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME STRAT INC SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2030 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2020 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2015 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2025 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2035 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2045 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2055 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2060 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2065 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | $0 | <0.1% |
