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 | $43K | — |
| UNIGLOBAL PENSION PLANNING, INC | 13-3601506 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Other securities | — | — | $1.2M | 11.5% | |
| Principal Guaranteed Option Insurance Company General | Other securities | — | — | $965K | 9.6% | |
| Blackrock 80/20 Trgt Allo K Fd Mutual fund | Other securities | — | — | $891K | 8.9% | |
| T. Rowe Price Large Cap Grth I Sep Acct + Pooled Separate Account | Other securities | — | — | $847K | 8.4% | |
| PRIN LARGECAP GROWNTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $847K | 8.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $480K | 4.8% | |
| Hartford Core Equity R6 Fund Mutual fund | Other securities | — | — | $458K | 4.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $452K | 4.5% | |
| Fidelity Sm Cap Index Fund Mutual fund | Other securities | — | — | $443K | 4.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $443K | 4.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $414K | 4.1% | |
| Franklin Intl Growth R6 Fund Mutual fund | Other securities | — | — | $377K | 3.8% | |
| JP Morgan Mid Cap Growth R6 Fd Mutual fund | Other securities | — | — | $352K | 3.5% | |
| Fidelity Mid Cp Index Fund Mutual fund | Other securities | — | — | $264K | 2.6% | |
| Vanguard Growth Index Adm Fund Mutual fund | Other securities | — | — | $237K | 2.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $227K | 2.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $215K | 2.1% | |
| Franklin Small Cap Grth R6 Fd Mutual fund | Other securities | — | — | $205K | 2.0% | |
| Vanguard RE Index Adm Fund Mutual fund | Other securities | — | — | $174K | 1.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $169K | 1.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $143K | 1.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $141K | 1.4% | |
| Varying maturities with interest rates * Participant Loan Security Accounts between 5.25% and 10.50% | Bonds / Notes | — | — | $135K | 1.3% | |
| Self-directed Brokerage Acct Brokerage Fund Options | Other securities | — | — | $126K | 1.3% | |
| American Funds Newworld R6 Mutual fund | Other securities | — | — | $103K | 1.0% | |
| Vanguard Value Index Adm Fund Mutual fund | Other securities | — | — | $88K | 0.9% | |
| American Funds Con Gr and In Port R6 Mutual fund | Other securities | — | — | $76K | 0.8% | |
| Columbia Overseas Value I3 Mutual fund | Other securities | — | — | $69K | 0.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $56K | 0.6% | |
| Ishares MSCI EAFE Int Idx K Fd Mutual fund | Other securities | — | — | $53K | 0.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $53K | 0.5% | |
| T. Rowe Price Mid-Cap Val I Fd Mutual fund | Other securities | — | — | $45K | 0.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $41K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $41K | 0.4% | |
| American Century Sml Cap Val R6 Fd Mutual fund | Other securities | — | — | $38K | 0.4% | |
| DFA Infl Protected Sec I Fd Mutual fund | Other securities | — | — | $29K | 0.3% | |
| PGIM High Yield R6 Fund Mutual fund | Other securities | — | — | $29K | 0.3% | |
| Fidelity US Bond Index Fund Mutual fund | Other securities | — | — | $10K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINICPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2896238 |
| — |
| OTHER SERVICES |
| $0 |
| — |
