Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES INC | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 Fixed Inc Guar Option | Common Stock | — | $0 | $3.8M | 12.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $2.3M | 7.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $2.2M | 7.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.2M | 7.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $2.0M | 6.7% | |
| Prin LifeTime Hybr 2035 CIT Z | Common Collective Trusts | — | $0 | $1.9M | 6.5% | |
| Participant Loans | Participant loans | — | $0 | $1.7M | 5.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $1.3M | 4.3% | |
| Prin LgCap Growth I Inst Fund | Other securities | — | $0 | $1.1M | 3.6% | |
| Prin SmCp S&P 600 Idx R6 Fd | Other securities | — | $0 | $1.1M | 3.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| Principal Core Fixed | Other securities | — | $0 | $1.1M | 3.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.1M | 3.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $1.0M | 3.4% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | $0 | $798K | 2.7% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $735K | 2.5% | |
| Prin LifeTime Hybr 2030 CIT Z | Common Collective Trusts | — | $0 | $700K | 2.3% | |
| AB Discovery Growth Z Fund | Other securities | — | $0 | $649K | 2.2% | |
| Nuveen Mid Cap Value 1R6 Fund | Other securities | — | $0 | $597K | 2.0% | |
| MFS Intl Growth R6 Fund | Other securities | — | $0 | $558K | 1.9% | |
| Vgd Dividend Growth Inv Fund | Other securities | — | $0 | $534K | 1.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $404K | 1.3% | |
| Franklin Small Cap Grth R6 Fd | Other securities | — | $0 | $403K | 1.3% | |
| JanusHenderson Triton N | Other securities | — | $0 | $369K | 1.2% | |
| Vanguard Info Tech Idx Adm Fd | Other securities | — | $0 | $364K | 1.2% | |
| Loomis Sayles Core Pls Bd N Fd | Other securities | — | $0 | $305K | 1.0% | |
| American Funds NewPrsp R6 Fnd | Other securities | — | $0 | $287K | 1.0% | |
| Fidelity Adv Growth Opp Z Fund | Other securities | — | $0 | $271K | 0.9% | |
| JP Morgan Equity Income R6 Fd | Other securities | — | $0 | $171K | 0.6% | |
| American Fds WshMut Inv R6 Fd | Other securities | — | $0 | $169K | 0.6% | |
| Vanguard Windsor II Adm Fund | Other securities | — | $0 | $159K | 0.5% | |
| BlackRock HY Portfolio K Fund | Other securities | — | $0 | $146K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $142K | 0.5% | |
| PRIN LIFETIME HYB 2070 CIT Z | Common Collective Trusts | — | $0 | $84K | 0.3% | |
| Prin LgCp S&P 500 Idx Inst Fd | Other securities | — | $0 | $74K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $74K | 0.2% | |
| Allspring Spec Sm Cp Value R6 | Other securities | — | $0 | $70K | 0.2% | |
| iShares Russ Sm/Md-Cp Idx K Fd | Other securities | — | $0 | $47K | 0.2% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $44K | 0.1% | |
| Principal Int'l Eq Ind R6 Fd | Other securities | — | $0 | $43K | 0.1% | |
| Vanguard Explorer Admiral Fund | Other securities | — | $0 | $30K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% | |
| PIMCO Inv Gd Credi Bd Instl Fd | Other securities | — | $0 | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PRINCIPAL LIFE INSURANCE COMPANY |
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $113K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAFAYETTE FEDERAL CREDIT UNION | 53-0197895 | — | OTHER SERVICES | $0 | — |
