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 | $25K | — |
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 | — | — | $865K | 26.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $450K | 13.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $264K | 7.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $251K | 7.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $250K | 7.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $164K | 4.9% | |
| Dimensional Fund Advisors DFA Inter Gov Fixed Inc I Fd 611 Fidelity Investments Fidelity Adv Ast Mgr 30% Z 357 Fidelity Investments Fidelity Adv Ast Mgr 50% Z 364 Fidelity Investments Fidelity Adv Growth Opp Z Fund | Common Stock | — | — | $146K | 4.4% | |
| Participant loans Participant loans maturing through 2029 0 | Participant loans | — | — | $139K | 4.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $139K | 4.2% | |
| Vanguard Group Vanguard FTSE Soc Idx Adm Fd | Common Stock | — | — | $125K | 3.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $104K | 3.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $101K | 3.0% | |
| Columbia Funds Columbia Div Income I3 Fund | Other securities | — | — | $69K | 2.1% | |
| (E) | Other securities | — | — | $63K | 1.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $63K | 1.9% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $29K | 0.9% | |
| Artisan Develop World Inst Fd | Other securities | — | — | $27K | 0.8% | |
| AMG Funds AMG TimesSq MD CP GRW Z Fd | Other securities | — | — | $27K | 0.8% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $24K | 0.7% | |
| Vanguard Group Vanguard Treasury MM Inv Fd | Common Stock | — | — | $23K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $19K | 0.6% | |
| Baron Real Estate R6 Fund | Other securities | — | — | $12K | 0.4% | |
| Thornburg Lmtd-Term Inc R6 Fd | Common Stock | — | — | $11K | 0.3% | |
| Vanguard Group Vanguard Int-Tm Bd Idx Adm Fd | Common Stock | — | — | $8K | 0.2% | |
| Aegis Value I Fund | Other securities | — | — | $5K | 0.1% | |
| Nuance Mid Cap Value Z Fund | Other securities | — | — | $5K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
