Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE | 42-0127290 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | — | FINANCIAL ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 Life Insurance Company | — | — | — | $288K | 19.1% | |
| PENTEGRA SERVICES INC. | 13-3745616 | — | CONTRACT ADMINISTRATOR | $11K | — |
Common Collective Trust |
| — |
| — |
| $288K |
| 19.1% |
| Principal Life Insurance Company | — | — | — | $162K | 10.7% |
| PRIN LIFETIME HY 2030 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $162K | 10.7% |
| Principal Life Insurance Company | — | — | — | $140K | 9.3% |
| PRIN LIFETIME HY 2040 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $140K | 9.3% |
| Principal Life Insurance Company | — | — | — | $135K | 8.9% |
| PRIN LIFETIME HY 2060 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $135K | 8.9% |
| Principal Life Insurance Company | — | — | — | $127K | 8.4% |
| PRIN LIFETIME HY 2050 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $127K | 8.4% |
| Principal Life Insurance Company | — | — | — | $105K | 6.9% |
| PRIN LIFETIME HY 2055 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $105K | 6.9% |
| Principal Life Insurance Company | — | — | — | $96K | 6.4% |
| PRIN LIFETIME HY 2045 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $96K | 6.4% |
| Principal Life Insurance Company | — | — | — | $79K | 5.3% |
| PRIN LIFETIME HY 2025 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $79K | 5.3% |
| Principal Life Insurance Company | — | — | — | $56K | 3.7% |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $56K | 3.7% |
| Principal Life Insurance Company | — | — | — | $48K | 3.2% |
| PRIN LGCAP S&P 500 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $48K | 3.2% |
| Participants' Notes Receivable | — | — | — | $47K | 3.1% |
| Principal Life Insurance Company | — | — | — | $36K | 2.4% |
| PRIN LIFETIME HY 2065 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $36K | 2.4% |
| Principal Life Insurance Company | — | — | — | $24K | 1.6% |
| PRIN LARGECAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $24K | 1.6% |
| Principal Life Insurance Company | — | — | — | $11K | 0.8% |
| PRIN INTL EQUITY INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $11K | 0.8% |
| Principal Life Insurance Company | — | — | — | $7K | 0.5% |
| PRIN EQUITY INCOME SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $7K | 0.5% |
| Principal Life Insurance Company | — | — | — | $7K | 0.4% |
| PRIN MIDCAP GROWTH SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $7K | 0.4% |
| Principal Life Insurance Company | — | — | — | $7K | 0.4% |
| PRIN MIDCAP S&P 400 IDX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $7K | 0.4% |
| Principal Life Insurance Company | — | — | — | $7K | 0.4% |
| PRIN SMCAP S&P 600 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7K | 0.4% |
| Principal Life Insurance Company | — | — | — | $5K | 0.3% |
| PRIN INFLATION PROTECT SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $5K | 0.3% |
| Principal Life Insurance Company | — | — | — | $4K | 0.2% |
| PRIN REAL ESTATE SECS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | 0.2% |
| Principal Life Insurance Company | — | — | — | $3K | 0.2% |
| PRIN LIFETIME HY 2015 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3K | 0.2% |
| Principal Life Insurance Company | — | — | — | $3K | 0.2% |
| PRIN CORE FIX INC SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $3K | 0.2% |
| Principal Life Insurance Company | — | — | — | $2K | 0.2% |
| PRIN MIDCAP VALUE I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2K | 0.2% |
| Principal Life Insurance Company | — | — | — | $70 | <0.1% |
| PRIN GL REAL EST SEC SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $70 | <0.1% |
| Principal Life Insurance Company | — | — | — | $29 | <0.1% |
| PRINCIPAL SMALLCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $29 | <0.1% |
| PRIN SMALLCAP GROWH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN GOVT & HQ BOND SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $0 | <0.1% |
