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 | — | CONTRACT ADMINISTRATOR | $66K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $6.2M | 20.6% | |
| SEI Trust Company Principal/BlackRock S&P 500 Index CIT N Fund | Common Collective Trusts | — | — | $6.1M | 20.2% | |
| JP Morgan JP Morgan Large Cap Growth | Other securities | — | — | $4.0M | 13.4% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $3.0M | 9.9% | |
| SEI Trust Company Principal/BlackRock S&P MidCap Index CIT N Fund | Common Collective Trusts | — | — | $2.9M | 9.7% | |
| Vanguard Target Ret. 2035 | Other securities | — | — | $2.2M | 7.2% | |
| Vanguard Target Ret. 2050 | Other securities | — | — | $1.9M | 6.4% | |
| s * American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $1.3M | 4.4% | |
| PRINCIPAL MID-CAP EQ FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.1% | |
| Vanguard Target Ret. 2055 | Other securities | — | — | $1.2M | 4.0% | |
| Vanguard Target Ret. 2040 | Other securities | — | — | $1.2M | 3.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| SEI Trust Company Principal Blackrock US Agg Bond | Other securities | — | — | $923K | 3.1% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $923K | 3.1% | |
| Vanguard Target Ret. 2030 | Other securities | — | — | $656K | 2.2% | |
| Vanguard Target Ret. 2060 | Other securities | — | — | $608K | 2.0% | |
| Vanguard Target Ret. 2025 | Other securities | — | — | $533K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $516K | 1.7% | |
| American Funds American Funds Bond Fund of America | Other securities | — | — | $491K | 1.6% | |
| Charles Schwab Unit Investment Trusts | Other securities | — | — | $416K | 1.4% | |
| American Funds American Funds EuroPacific Growth | Other securities | — | — | $395K | 1.3% | |
| Vanguard Target Ret. 2045 | Other securities | — | — | $324K | 1.1% | |
| Artisan International Investor | Other securities | — | — | $262K | 0.9% | |
| Vanguard Total Intl Stock Index | Other securities | — | — | $226K | 0.7% | |
| Vanguard Total Bd Mrk Adm | Other securities | — | — | $211K | 0.7% | |
| Vanguard Target Ret. 2065 | Other securities | — | — | $179K | 0.6% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $165K | 0.5% | |
| JP Morgan JP Morgan Mid Cap Value | Other securities | — | — | $155K | 0.5% | |
| SEI Trust Company Principal/BlackRock S&P 500 Index CIT TR Fund | Common Collective Trusts | — | — | $129K | 0.4% | |
| Vanguard Target Ret. 2070 | Other securities | — | — | $126K | 0.4% | |
| Vanguard Target Ret. Inc. | Common Stock | — | — | $96K | 0.3% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $92K | 0.3% | |
| Vanguard Target Ret. 2020 | Other securities | — | — | $75K | 0.3% | |
| SEI Trust Company Principal/BlackRock S&P MidCap Index CIT TR Fund | Common Collective Trusts | — | — | $65K | 0.2% | |
| dates ranging from 4/25 - 2/32 | Other securities | — | — | $59K | 0.2% | |
| (E) | Other securities | — | — | $59K | 0.2% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $55K | 0.2% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $47K | 0.2% | |
| SEI Trust Company Principal Value CIT | Common Collective Trusts | — | — | $41K | 0.1% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $41K | 0.1% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $40K | 0.1% | |
| Self-directed brokerage accounts Charles Schwab Common Stocks | Common Stock | — | — | $38K | 0.1% | |
| Charles Schwab Mutual Funds | Other securities | — | — | $31K | 0.1% | |
| Charles Schwab Cash | Cash / Money Market | — | — | $5K | <0.1% |
