Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $237K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES LLC | 33-0785439 | — | INVESTMENT ADVISORY | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO Funds | Mutual Funds | — | $42.3M | $37.9M | 47.2% | |
| PIMCO Funds | Mutual Funds | — | $41.7M | $35.0M | 43.5% | |
| PIMCO Funds | Mutual Funds | — | $5.6M | $5.6M | 7.0% | |
| PIMCO Funds | Mutual Funds | — | $1.5M | $1.5M | 1.8% | |
| Principal Life Insurance Company | Common Stocks | — | $300K | $303K | 0.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $303K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
