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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | 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 HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $4.6M | 20.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $2.3M | 10.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $1.9M | 8.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $1.8M | 8.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $1.5M | 6.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.3M | 5.9% | |
| Invesco Int Sm-Md Comp R6 Fund | Other securities | — | $0 | $1.3M | 5.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.3M | 5.8% | |
| Prin Real Estate Secs SA-Z | Common Stock | — | $0 | $1.3M | 5.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $1.1M | 4.9% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $721K | 3.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $697K | 3.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $501K | 2.2% | |
| FIDELITY GLB EX US INDEX FD | Other securities | — | $0 | $477K | 2.1% | |
| Franklin Small Cap Grth R6 Fd | Other securities | — | $0 | $459K | 2.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $453K | 2.0% | |
| Franklin Small Cap Value R6 Fd | Other securities | — | $0 | $360K | 1.6% | |
| Franklin Sm-Mid Cap Grth R6 Fd | Other securities | — | $0 | $327K | 1.5% | |
| PIMCO Income Institutional Fd | Other securities | — | $0 | $238K | 1.1% | |
| Participant Loans | Participant loans | — | $0 | $176K | 0.8% | |
| T. Rowe Price Eq Inc I Fund | Common Stock | — | $0 | $166K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $162K | 0.7% | |
| FIDELITY US BOND INDEX FUND | Other securities | — | $0 | $128K | 0.6% | |
| Columbia Sel MidCp Value I3 Fd | Other securities | — | $0 | $83K | 0.4% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $71K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $71K | 0.3% | |
| DODGE & COX INCOME I FUND | Other securities | — | $0 | $48K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $27K | 0.1% | |
| Fidelity Mid Cp Index Fund | Other securities | — | $0 | $27K | 0.1% | |
| Fidelity Adv Govt Inc Z Fd | Common Stock | — | $0 | $15K | <0.1% | |
| Fidelity Sm Cap Index Fund | Other securities | — | $0 | $14K | <0.1% | |
| Fidelity 500 Index Fund | Other securities | — | $0 | $7K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | <0.1% | |
| Prin Fixed Inc Guar Option | Common Stock | — | $0 | $5K | <0.1% | |
| DFA International Value I Fund | Other securities | — | $0 | $3K | <0.1% | |
| DFA US LG CP GRTH PORT I FD | Other securities | — | $0 | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
