Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS, LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
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 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.4M | 12.2% | |
| PRIN LIFETIME HYBR 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $6.8M | 11.2% | |
| PRIN LIFETIME HYBR 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $6.5M | 10.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.2M | 10.3% | |
| Principal Life Insurance Company Principal LgCap Growth | Other securities | — | — | $4.8M | 7.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.8M | 7.9% | |
| PRIN LIFETIME HYBR 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.4M | 7.3% | |
| PRIN LIFETIME HYBR 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.3M | 7.2% | |
| PRIN LIFETIME HYBR 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.0M | 5.0% | |
| Vanguard Group Vanguard Equity - Inc Adm Fund | Common Stock | — | — | $2.2M | 3.6% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Other securities | — | — | $2.0M | 3.3% | |
| PRIN LIFETIME HYBR 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.7M | 2.9% | |
| Vanguard Group Vanguard Int-Tm Bond Index Adm Fund | Common Stock | — | — | $1.2M | 1.9% | |
| PRIN LIFETIME HYBR 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 1.8% | |
| Vanguard Group Vanguard Dev Markets Index Adm Fund | Common Stock | — | — | $981K | 1.6% | |
| Janus International Holding, LLC Janus Henderson Enterprise N Fund | Other securities | — | — | $937K | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $872K | 1.4% | |
| Participants Participant Loans Rates of 4.00% to 4.50% with Various Maturities - | Bonds / Notes | — | — | $823K | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $584K | 1.0% | |
| New World New World Fund | Other securities | — | — | $570K | 0.9% | |
| PGIM Investments PGIM Total Retirement Bond R6 Fund | U.S. Treasuries | — | — | $560K | 0.9% | |
| Vanguard Group Vanguard Sm Cap Growth Index Adm Fund | Common Stock | — | — | $551K | 0.9% | |
| Vanguard Group Vanguard MidCap Index Adm Fund | Common Stock | — | — | $475K | 0.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $327K | 0.5% | |
| PRIN LIFETIME HYBR 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $302K | 0.5% | |
| Oppenheimer Funds Inc. Oppenheimer International Growth Fund | Common Stock | — | — | $243K | 0.4% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $154K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $122K | 0.2% | |
| Principal Life Insurance Company Principal SmallCap Value II | Other securities | — | — | $98K | 0.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $98K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $68K | 0.1% | |
| American Funds American Funds NewWorld R6 | Other securities | — | — | $59K | <0.1% | |
| Principal Global Investors Trust Company Principal Lifetime Hybrid Income Fund | Other securities | — | — | $32K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $32K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $79K |
| — |
