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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.6M | 22.0% | |
| PRIN LIFETIME 2025 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $2.1M | 17.4% | |
| PRIN LIFETIME 2035 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.5M | 12.3% | |
| PRIN LIFETIME 2015 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $1.1M | 9.0% | |
| PRIN LIFETIME 2040 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $936K | 7.8% | |
| PRIN LIFETIME 2020 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $610K | 5.1% | |
| PRIN LIFETIME 2045 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $572K | 4.8% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $567K | 4.7% | |
| PRIN LIFETIME 2050 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $447K | 3.7% | |
| Principal LifeTime Strategic Income | Other securities | — | — | $440K | 3.7% | |
| PRIN LIFETIME STRAT INC SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $440K | 3.7% | |
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $275K | 2.3% | |
| PRIN LIFETIME 2055 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $140K | 1.2% | |
| PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $90K | 0.7% | |
| PRIN LIFETIME 2060 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $17K | 0.1% | |
| PRIN EQUITY INCOME SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Fidelity Advisor Govt Income M Fund | Other securities | — | — | $952 | <0.1% | |
| Invesco Developing Markets R Fund | Other securities | — | — | $625 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
