Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company Principal Lifetime 2030 Separate Account-R6 N/A | Other securities | — | — | $2.7M | 23.8% | |
| Principal Trust Company Principal Lifetime 2050 Separate Account-R6 N/A | Other securities | — | — | $1.4M | 12.2% | |
| Principal Trust Company Principal Lifetime 2040 Separate Account-R6 N/A | Other securities | — | — | $1.1M | 9.8% | |
| Principal Large Cap S&P 500 Index Separate * Principal Trust Company Account-R6 N/A | Other securities | — | — | $985K | 8.6% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 003 | Common Collective Trust | — | — | $935K | 8.2% | |
| Principal Trust Company Principal Lifetime 2020 Separate Account-R6 N/A | Other securities | — | — | $898K | 7.9% | |
| Vanguard Wellington Fund N/A | Other securities | — | — | $515K | 4.5% | |
| Principal Mid Cap S&P 400 Index Separate * Principal Trust Company Account-R6 N/A | Other securities | — | — | $435K | 3.8% | |
| Vanguard Windsor II Adm Fund N/A | Other securities | — | — | $382K | 3.3% | |
| T Rowe Price T Rowe Price Large Cap Growth | Other securities | — | — | $284K | 2.5% | |
| Principal Small Cap S&P 600 Index Separate * Principal Trust Company Account-R6 N/A | Other securities | — | — | $283K | 2.5% | |
| Principal Trust Company Principal Lifetime 2060 Separate Account-R6 N/A | Other securities | — | — | $261K | 2.3% | |
| Principal Diversified International Separate * Principal Trust Company Account-R6 N/A | Other securities | — | — | $238K | 2.1% | |
| Morgan Stanley Morgan Stanley INST Grwth A FD N/A | Other securities | — | — | $210K | 1.8% | |
| Nuveen Midcap Value A Fund N/A | Other securities | — | — | $163K | 1.4% | |
| Principal Trust Company Principal Core Plus Bond Separate Account-R6 N/A | Other securities | — | — | $156K | 1.4% | |
| Principal Lifetime Strategic Income Separate * Principal Trust Company Account-R6 N/A | Other securities | — | — | $135K | 1.2% | |
| Principal Trust Company Principal High Yield Separate Account N/A | Other securities | — | — | $113K | 1.0% | |
| Principal Trust Company Principal Equity Income Separate Account N/A | Other securities | — | — | $90K | 0.8% | |
| Blackrock MD-CP GR EQ INV A FD N/A | Other securities | — | — | $39K | 0.3% | |
| Principal Financial Grp Income Stock Separate * Principal Trust Company Account-R6 N/A | Common Stock | — | — | $30K | 0.3% | |
| Alliance Bernstein Alliance Bernstein Small Cap Growth N/A | Other securities | — | — | $29K | 0.3% | |
| Goldman Sachs Goldman Sachs Sm Cp Eq Ins A Fund N/A | Other securities | — | — | $9K | <0.1% | |
| Principal Trust Company Principal Lifetime 2070 Separate Account-R6 N/A | Other securities | — | — | $2K | <0.1% | |
| Participant loans with interest rate ranging * Notes Receivable from Participants 7.50% - 7.75% -0- | Bonds / Notes | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
