Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
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 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.7M | 14.5% | |
| * Principal Life Insurance Company Guaranteed Interest Acct | Guaranteed Income / GIC | — | — | $1.7M | 14.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.6M | 13.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 10.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 9.8% | |
| Fidelity Investments Fidelity 500 Index Fund | Other securities | — | — | $894K | 7.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $627K | 5.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $422K | 3.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $330K | 2.8% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Other securities | — | — | $251K | 2.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $234K | 2.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $217K | 1.8% | |
| Fidelity Investments Fidelity Inf-Pr Bond Index Fd | Other securities | — | — | $205K | 1.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $179K | 1.5% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | Other securities | — | — | $150K | 1.3% | |
| The American Funds American Funds Amermut R6 Fund | Other securities | — | — | $125K | 1.1% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $124K | 1.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $124K | 1.1% | |
| Victory Funds Victory Sycamore Est Val R6 Fd | Other securities | — | — | $112K | 1.0% | |
| The American Funds American Funds Newworld R6 | Other securities | — | — | $103K | 0.9% | |
| PGIM Investments PGIM Jennison Md Cp Grth R6 Fund | Other securities | — | — | $73K | 0.6% | |
| Principal Funds Inc PRIN Re Secs R6 Fund | Common Stock | — | — | $54K | 0.5% | |
| Principal Funds Inc Principal Div Intl R6 Fund | Common Stock | — | — | $51K | 0.4% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Other securities | — | — | $28K | 0.2% | |
| Oppenheimer Inv Discov R6 Fd | Other securities | — | — | $27K | 0.2% | |
| (E) | Other securities | — | $28K | $27K | 0.2% | |
| PGIM Investments PGIM High Yield R6 Fund | Other securities | — | — | $13K | 0.1% | |
| The American Funds AM Fds Europacific Grth R6 Fund | Other securities | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3K | <0.1% |
