Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNIN | 84-4519624 | — | CONSULTANT | $49K | — |
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 |
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 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.2M | 12.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.9M | 11.2% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $3.1M | 9.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.5M | 7.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.3M | 6.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.1M | 6.1% | |
| Principal Trust Company Lifetime Hybrid Income Fund | Other securities | — | — | $2.0M | 5.9% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2.0M | 5.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 5.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.7M | 4.9% | |
| Vanguard Growth Index Fund | Mutual Funds | — | — | $1.4M | 4.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 4.0% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index | Other securities | — | — | $885K | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $885K | 2.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $831K | 2.4% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $775K | 2.2% | |
| Vanguard Mid Cap Growth Index Fund | Other securities | — | — | $665K | 1.9% | |
| Vanguard Value Index Fund | Other securities | — | — | $650K | 1.9% | |
| Vanguard Small Cap Value Index Fund | Other securities | — | — | $577K | 1.7% | |
| Vanguard High-Yield Corporate Fund | Other securities | — | — | $523K | 1.5% | |
| Vanguard International Growth Fund | Other securities | — | — | $441K | 1.3% | |
| Vanguard Real Estate Index Fund | Other securities | — | — | $305K | 0.9% | |
| American Funds New Perspective R6 Fund | Other securities | — | — | $304K | 0.9% | |
| maturing through May 2031 - | Other securities | — | — | $241K | 0.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $240K | 0.7% | |
| Principal Life Insurance Company Small Cap S&P 600 | Other securities | — | — | $238K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $238K | 0.7% | |
| Fidelity Emerging Markets Index Fund | Other securities | — | — | $163K | 0.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $159K | 0.5% | |
| Vanguard FTSE All-World Index Fund | Other securities | — | — | $129K | 0.4% | |
| Principal Life Insurance Company Inflation Protection Fund | Other securities | — | — | $120K | 0.3% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $120K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $36K | 0.1% | |
| (E) | Other securities | — | — | $35K | 0.1% | |
| Invesco International Diversified Fund | Other securities | — | — | $22K | <0.1% | |
| Invesco Discovery Fund | Other securities | — | — | $22K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $662 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONTRACT ADMINISTRATOR |
| $93K |
| — |
