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 |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ASSOCIATES INC. | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INS. 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.
| % of plan | |||
|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $1.7M | 16.9% |
| PRIN LIFETIME 2025 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPAN · EIN 42-0127290 / PN 111 | Pooled Separate Account | $1.5M | 14.7% |
| PRIN LIFETIME 2035 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $1.1M | 11.4% |
| PRIN LIFETIME 2050 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $941K | 9.5% |
| PRIN LIFETIME 2030 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $809K | 8.2% |
| PRIN LIFETIME 2045 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $757K | 7.7% |
| PRIN LIFETIME 2055 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | $595K | 6.0% |
| PRIN LIFETIME 2060 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $299K | 3.0% |
| PRIN LIFETIME 2020 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $271K | 2.7% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST · EIN 93-6274328 / PN 001 | Common Collective Trust | $237K | 2.4% |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | $39K | 0.4% |
| PRIN SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COM · EIN 42-0127290 / PN 029 | Pooled Separate Account | $33K | 0.3% |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $15K | 0.1% |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COM · EIN 42-0127290 / PN 021 | Pooled Separate Account | $14K | 0.1% |
| PRINCIPAL LIFE STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $8K | <0.1% |
| PRIN LIFETIME 2015 SEP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | $5K | <0.1% |
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $61K |
| — |
