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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | 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.
| % of plan | |||
|---|---|---|---|
| PRIN LIFETIME 2050 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $459K | 25.8% |
| PRIN LIFETIME 2055 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $431K | 24.2% |
| PRIN LIFETIME 2040 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $247K | 13.9% |
| FIDELITY BLUE CHIP GROWTH FIDELITY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $98K | 5.5% |
| PRIN LIFETIME 2045 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $90K | 5.1% |
| PRIN LIFETIME 2030 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $86K | 4.8% |
| PRIN LIFETIME 2060 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $71K | 4.0% |
| PRIN LIFETIME 2025 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $52K | 2.9% |
| PRIN LIFETIME 2035 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $38K | 2.1% |
| PRIN FIXED INCOME GUARANTEED OPTION PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $32K | 1.8% |
| FIDELITY 500 INDEX FIDELITY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $30K | 1.7% |
| AM FUNDS BOND FUND OF AMERICA AMERICAN FUNDS · EIN 42-0127290 / PN 001 | Pooled Separate Account | $28K | 1.6% |
| PRIN LIFETIME 2065 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $19K | 1.1% |
| JP MORGAN EQUITY INCOME JP MORGAN · EIN 42-0127290 / PN 001 | Pooled Separate Account | $14K | 0.8% |
| FIDELITY MIDCAP INDEX FIDELITY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $14K | 0.8% |
| FIDELITY INTERNATIONAL INDEX FIDELITY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $12K | 0.7% |
| PRIN DIV INTERNATIONAL PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $12K | 0.7% |
| PRIN MIDCAP GROWTH PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $9K | 0.5% |
| PRIN MIDCAP VALUE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $9K | 0.5% |
| PRIN MIDCAP VALUE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $9K | 0.5% |
| FIDELIT SMALL CAP INDEX FIDELITY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $5K | 0.3% |
| PRIN SMALL CAP VALUE II PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $4K | 0.2% |
| PRIN SMALLCAP GROWTH I PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $3K | 0.2% |
| PRIN LIFETIME 2020 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $511 | <0.1% |
| PRIN LIFETIME 2070 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $508 | <0.1% |
