This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISORY | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | $584K | 5.9% |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | $456K | 4.6% |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | $305K | 3.1% |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | $281K | 2.8% |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | $230K | 2.3% |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | $156K | 1.6% |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | $139K | 1.4% |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | $108K | 1.1% |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | $64K | 0.6% |
| PRINCIPAL LIFETIME HYBRID INC CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | $49K | 0.5% |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | $28K | 0.3% |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | $12K | 0.1% |
| PRINCIPAL LIFETIME HYBRID 2010 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |
