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 | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Principal Fixed Income Option 401(a)/k N/A (1) | Guaranteed Income / GIC | — | — | $361K | 23.0% | |
| Principal Capital App R5 Fund 3,263 (1) | Other securities | — | — | $224K | 14.3% | |
| Principal LifeTime 2030 R5 Fund 16,224 (1) | Other securities | — | — | $219K | 14.0% | |
| Principal SmallCap R6 Fund 33 (1) 905 * Principal LargeCap Growth I R6 Fund 11,094 (1) | Other securities | — | — | $193K | 12.3% | |
| Principal LifeTime 2025 R5 Fund 14,844 (1) | Other securities | — | — | $160K | 10.2% | |
| Principal LifeTime 2040 R5 Fund 6,155 (1) | Other securities | — | — | $94K | 6.0% | |
| Principal LifeTime 2045 R5 Fund 4,240 (1) | Other securities | — | — | $57K | 3.6% | |
| American Funds Am Balanced R6 Fund 1,483 (1) | Mutual Funds | — | — | $47K | 3.0% | |
| Principal LifeTime 2035 R5 Fund 3,214 (1) | Other securities | — | — | $39K | 2.5% | |
| Principal Equity Income Institutional Fund 1,000 (1) | Other securities | — | — | $38K | 2.4% | |
| Principal LifeTime 2015 R5 Fund 3,663 (1) | Other securities | — | — | $31K | 1.9% | |
| Principal LifeTime Str Inc R5 Fund 2,709 (1) | Common Stocks | — | — | $30K | 1.9% | |
| Principal MidCap Value I R6 Fund 1,327 (1) | Other securities | — | — | $22K | 1.4% | |
| Principal LifeTime 2020 R5 Fund 1,629 (1) | Other securities | — | — | $20K | 1.2% | |
| American Funds EuroPacific Growth R6 Fund 253 (1) | Mutual Funds | — | — | $14K | 0.9% | |
| Principal LifeTime 2050 R5 Fund 562 (1) | Other securities | — | — | $9K | 0.6% | |
| s * Principal LargeCap S&P 500 Index R5 Fund 153 (1) | Mutual Funds | — | — | $4K | 0.2% | |
| Principal SmallCap S&P 600 Index R6 Fund 111 (1) | Other securities | — | — | $3K | 0.2% | |
| Midcap S&P 400 Index R6 Fund 75 (1) | Other securities | — | — | $2K | 0.1% | |
| Principal Real Estate Secs R6 Fund 55 (1) | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
