Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT AD VISORY PART | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company Vanguard Target Retirement 2035 Fund | Other securities | — | — | $827K | 22.5% | |
| Principal Trust Company Vanguard 500 Index Fund | Other securities | — | — | $482K | 13.1% | |
| Principal Trust Company Vanguard Target Retirement 2055 Fund | Other securities | — | — | $382K | 10.4% | |
| Principal Trust Company10/08/2025Vanguard Target Retirement 2050 Fund | Other securities | — | — | $343K | 9.3% | |
| Principal Trust Company Vanguard Target Retirement 2040 Fund | Other securities | — | — | $312K | 8.5% | |
| Principal Trust Company Vanguard Target Retirement 2045 Fund | Other securities | — | — | $303K | 8.2% | |
| Principal Trust Company Vanguard Target Retirement 2030 Fund | Other securities | — | — | $243K | 6.6% | |
| Principal Trust Company Principal Guaranteed Option | Other securities | — | — | $175K | 4.7% | |
| Principal Trust Company Vanguard Target Retirement 2060 Fund | Other securities | — | — | $149K | 4.1% | |
| Principal Trust Company Vanguard Total Stk Mkt Idx | Other securities | — | — | $102K | 2.8% | |
| Principal Trust Company Vanguard Target Retirement 2065 Fund | Other securities | — | — | $96K | 2.6% | |
| Principal Trust Company Principal Global Investors - Principal Blue | Other securities | — | — | $78K | 2.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $78K | 2.1% | |
| Principal Trust Company Vanguard Total Bond Mkt Idx | Other securities | — | — | $49K | 1.3% | |
| Principal Trust Company Delaware Small Cap Value Fund 41 * Principal Trust Company Mfs International Growth Fund 276 * Principal Trust Company Vanguard Target Retirement 2020 Fund 496 DRAFT * Principal Trust Company Vanguard Target Retirement 2025 Fund | Other securities | — | — | $45K | 1.2% | |
| Principal Trust Company Vanguard Target Retirement Income Fund | Other securities | — | — | $35K | 1.0% | |
| Principal Trust Company Vanguard Emerging Mkts Stk Idx | Other securities | — | — | $16K | 0.4% | |
| Principal Trust Company Vanguard Equity Income Fund | Other securities | — | — | $12K | 0.3% | |
| Principal Trust Company Vanguard Mid Cap Index Fund Adm | Other securities | — | — | $7K | 0.2% | |
| Principal Trust Company Vanguard Target Retirement 2070 Fund | Other securities | — | — | $6K | 0.2% | |
| Principal Trust Company Pimco Income Fund | Other securities | — | — | $5K | 0.1% | |
| Principal Trust Company Vanguard Small-Cap Index Fund Adm | Other securities | — | — | $3K | <0.1% | |
| Principal Trust Company Vanguard Mid-Cap Value Index Fund/Open-End | Other securities | — | — | $2K | <0.1% | |
| Principal Trust Company Vanguard Mid-Cap Growth Index Fund/Open-End | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0785439 |
| — |
| TPA CONTRACT ADMINISTRAT |
| $12K |
| — |
