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 | $960 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA, INC | 35-1151034 | — | 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 LIFETIME 2050 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $398K | 27.7% |
| PRIN LIFETIME 2055 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $357K | 24.9% |
| PRIN LIFETIME 2040 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 |
Pooled Separate Account |
| $218K |
| 15.2% |
| TRPRICE/BROWN ADVISORY LARGECAP GRO PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $80K | 5.6% |
| PRIN LIFETIME 2045 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $67K | 4.7% |
| PRIN LIFETIME 2060 AL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $60K | 4.2% |
| PRIN LIFETIME 2030 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $54K | 3.7% |
| PRIN LIFETIME 2025 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $28K | 2.0% |
| PRIN LIFETIME 2035 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $26K | 1.8% |
| PRIN GLO INVESTORS LARGECAP S&P 500 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $16K | 1.1% |
| PRIN LIFETIME 2065 AL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $12K | 0.9% |
| PRIN GLO INVESTORS EQUITY INCOME AL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $12K | 0.8% |
| PRIN GLO INVESTORS BOND MARKET IX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $11K | 0.8% |
| PRIN GLO INVESTORSCORE FIXED INCOME AL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $11K | 0.8% |
| PRIN GLO INVESTORS DIVERSIF INTL PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $10K | 0.7% |
| PRIN GLO INVESTORS INTERNAT EQ IX AL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $10K | 0.7% |
| PRIN GLO INVESTORS MIDCAP S&P 400 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $9K | 0.6% |
| LA CAP MGMNT/VICTORY MIDCAP VALUE AL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $6K | 0.4% |
| PRINCIPAL GLOBAL INVESTORS MIDCAP G PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $5K | 0.3% |
| PRIN GLO INVESTORS SMALLCAP S&P 600 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $4K | 0.3% |
| VAUGHAN NELSON/H&W SMALLCAP VALUE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $3K | 0.2% |
| AB/BROWN/EMERALD SMALLCAP GROWTH PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $2K | 0.2% |
| PRIN LIFETIME 2020 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $492 | <0.1% |
| PRIN LIFETIME 2070 AL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $438 | <0.1% |
| PRIN LIFETIME 2015 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | $274 | <0.1% |
