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 | $447K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES | 20-3886993 | — | CONTRACT ADMINISTRATOR | $5K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 03-0840934 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2050 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $15.4M | 3.1% | |
| PRIN LIFETIME HYB 2045 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $13.3M | 2.6% | |
| PRIN LIFETIME HYB 2055 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $12.6M | 2.5% | |
| PRIN LIFETIME HYB 2035 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11.9M | 2.4% | |
| PRIN LIFETIME HYB 2040 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $10.8M | 2.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $8.2M | 1.6% | |
| PRIN LIFETIME HYB 2030 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.0M | 1.2% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $5.0M | 1.0% | |
| Principal Life Insurance Company LargeCap Growth I Separate Account | Pooled Separate Accounts | — | — | $3.5M | 0.7% | |
| PRIN LIFETIME HYB 2025 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.2M | 0.6% | |
| PRIN LGCP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.9M | 0.4% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $1.7M | 0.3% | |
| PRIN LIFETIME HYB 2020 CITPRINCIPAL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| PRIN LGCP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.4M | 0.3% | |
| Vanguard Group Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $1.4M | 0.3% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $1.2M | 0.2% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $1.1M | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $960K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $875K | 0.2% | |
| Participant Loans to participants, bearing interest from 3.25% to 8.00% | Bonds / Notes | — | — | $860K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $847K | 0.2% | |
| Principal Life Insurance Company SmallCap Growth I Separate Account | Pooled Separate Accounts | — | — | $775K | 0.2% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $775K | 0.2% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $724K | 0.1% | |
| Vanguard Group Vanguard FTSE Social Index Admiral Fund | Mutual Funds | — | — | $719K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 095 | Pooled Separate Account | — | — | $574K | 0.1% | |
| Principal Life Insurance Company Core Fixed Income Separate Account | Pooled Separate Accounts | — | — | $538K | 0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $538K | 0.1% | |
| Goldman Sachs Asset Mangement Goldman Sachs Emerging Markets Equity Insights R6 Fund | Other securities | — | — | $510K | 0.1% | |
| Legg Mason Insitutional Funds ClearBridge International Growth IS Fund | Other securities | — | — | $479K | <0.1% | |
| PRIN LARGECAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $347K | <0.1% | |
| Fidelity Management & Research Fidelity Advisor High Income Advantage Z Fund | Mutual Funds | — | — | $345K | <0.1% | |
| Allspring Global Investments Allspring Special Small Cap Value R6 Fund | Other securities | — | — | $288K | <0.1% | |
| T. Rowe Price Associates, Inc. T. Rowe Price New Era I Fund | Common Stocks | — | — | $270K | <0.1% | |
| Principal Global Investors Trust Company Principal LifeTime Hybrid Income CIT | Common Collective Trusts | — | — | $110K | <0.1% | |
| PRIN LIFETIME HY INC. CITX PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $110K | <0.1% | |
| PRIN LIFETIME HYB 2010 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $94K | <0.1% | |
| Calvert Asset Management Calvert International Responsible Index R6 Fund | Other securities | — | — | $56K | <0.1% | |
| Calvert Asset Management Calvert US Large-Cap Core Responsible Index R6 Fund | Other securities | — | — | $46K | <0.1% | |
| Dimensional Fund Advisors DFA Social Fixed Income Portfolio Institutional | Mutual Funds | — | — | $7K | <0.1% | |
| 1919 Investment Counsel 1919 Socially Responsive Balanced I Fund | Other securities | — | — | $3K | <0.1% |
