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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Stakeholder Accounts Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $6.2M | 45.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $861K | 6.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $792K | 5.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $739K | 5.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $664K | 4.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $573K | 4.2% | |
| Oppenheimer Ivn Oppenheim Intl Grw Y Fd ** 347 PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $362K | 2.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $279K | 2.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $264K | 1.9% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $255K | 1.9% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $167K | 1.2% | |
| Principal Life Insurance Company Prin Fixed Inc Guar Option | Common Stocks | — | — | $158K | 1.2% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $128K | 0.9% | |
| T. Rowe Price Funds T. Rowe Price Div Grth Adv Fd | Other securities | — | — | $111K | 0.8% | |
| MFS Investment Management MFS Value R4 Fund | Mutual Funds | — | — | $108K | 0.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $102K | 0.7% | |
| The American Funds Am Funds AM Balanced R4 Fund ** 401 Janus International Holding, LLC JanusHenderson Entrprs A | Mutual Funds | — | — | $98K | 0.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $91K | 0.7% | |
| T. Rowe Price Funds T. Rowe Price Grth Stk Adv Fnd | Other securities | — | — | $91K | 0.7% | |
| Janus International Holding, LLC JanusHenderson Triton A | Mutual Funds | — | — | $71K | 0.5% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $62K | 0.5% | |
| Participant Notes Receivable participant accounts 0 | Other securities | — | — | $61K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $54K | 0.4% | |
| Amana Growth Investor Fund | Other securities | — | — | $51K | 0.4% | |
| T. Rowe Price Funds T.Rowe Price Bl Chip Gr Adv Fd | Other securities | — | — | $51K | 0.4% | |
| Amana Income Investor Fund | Other securities | — | — | $50K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $37K | 0.3% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $35K | 0.3% | |
| PRIN SMALLCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $35K | 0.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $33K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $24K | 0.2% | |
| American Funds Service Company Amer Fds New Persp R4 Fd | Mutual Funds | — | — | $22K | 0.2% | |
| Lord Abbett Lord Abbett Income R4 Fund | Mutual Funds | — | — | $18K | 0.1% | |
| American Funds Service Company Amer Fds Inc Fd of Amer R4 Fd | Mutual Funds | — | — | $11K | <0.1% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $349 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| COMPENSATION BENEFIT PLANNING | 43-1021898 | — | CONTRACT ADMINISTRATOR | $11K | — |
