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 | — | — | $361K | — |
| BLAKE & UHLIG | 48-0918231 | — | — | $105K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | — | — | $88K | — |
| FIDUCIENT ADVISORS | 36-4001764 | — | — | $53K | — |
| DEBOER & ASSOCIATES, PC | 47-0836395 | — | — | $52K | — |
| COMPUSYS OF UTAH, INC. | 84-0869853 |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME 2040 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account |
| — |
| — |
| $7K |
| — |
| — |
| — |
| $85.1M |
| 19.7% |
| PRINCIPAL LIFETIME 2050 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $54.4M | 12.6% |
| PRINCIPAL LARGE-CAP S&P 500 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $52.6M | 12.2% |
| PRINCIPAL LIFETIME 2030 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $50.1M | 11.6% |
| JP Morgan Funds JP Morgan Large Cap R6 Fund | — | — | — | $27.2M | 6.3% |
| PRINCIPAL STABLE VALUE INST UNION BOND & TRUST COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $24.5M | 5.7% |
| PRINCIPAL MID-CAP S&P 400 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $23.9M | 5.5% |
| PRINCIPAL LIFETIME 2060 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $13.4M | 3.1% |
| PRINCIPAL SMALL-CAP S&P 600 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $13.3M | 3.1% |
| PRINCIPAL LIFETIME 2020 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $12.0M | 2.8% |
| Dodge and Cox Funds Dodge & Cox Income Fund | — | — | — | $10.9M | 2.5% |
| The American Funds American Funds Europacific Growth Fund | — | — | — | $10.6M | 2.4% |
| Conestoga Capital Advisors Conestoga Small Cap Institutional Fund | — | — | — | $9.3M | 2.2% |
| Dodge and Cox Funds Dodge & Cox Stock Fund | — | — | — | $8.3M | 1.9% |
| PRINCIPAL U.S. PROPERTY PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $6.6M | 1.5% |
| PRINCIPAL INT'L SMALL CAP PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $6.5M | 1.5% |
| JP Morgan Funds JP Morgan Emerging Markets R6 Fund | — | — | — | $5.7M | 1.3% |
| Vanguard Group Vanguard Small Cap Value Index Fund | — | — | — | $5.2M | 1.2% |
| PRINCIPAL LIFETIME STRATEGIC INCOME PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $3.3M | 0.8% |
| Cohen & Steers Cohen & Steers I Realty Share Fund | — | — | — | $3.1M | 0.7% |
| Principal Life Insurance Company Prin Fin Grp, Inc. Stock | — | — | — | $1.7M | 0.4% |
| PRINCIPAL FINANCIAL GROUP INC. STK PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $1.7M | 0.4% |
| PRINCIPAL LIFETIME 2070 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $922K | 0.2% |
