Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | SANTA MONICA, CA |
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 LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.4M | 17.5% | |
| PRINCIPAL LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.5M | 11.3% | |
| The American Funds AM Fds Growth Fund of America R3 Fund | Other securities | — | — | $1.5M | 11.2% | |
| PRINCIPAL LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.2M | 8.6% | |
| PRINCIPAL LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $999K | 7.4% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $738K | 5.4% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $602K | 4.4% | |
| PRINCIPAL SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $452K | 3.3% | |
| PRINCIPAL CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $450K | 3.3% | |
| PRINCIPAL MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $450K | 3.3% | |
| PRINCIPAL LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $447K | 3.3% | |
| PRINCIPAL LIFETIME 2060 SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $439K | 3.2% | |
| American Funds Service Co. AM Fds New Perspective R3 Fund | Common Stock | — | — | $326K | 2.4% | |
| PRINCIPAL LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $313K | 2.3% | |
| Registered Investment Companies The American Funds AM Fds EuroPacific Growth R3 Fund | Other securities | — | — | $229K | 1.7% | |
| PRINCIPAL U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $207K | 1.5% | |
| PRINCIPAL SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $203K | 1.5% | |
| PRINCIPAL SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $170K | 1.3% | |
| Principal Life Insurance Company Global Emerging Market Sep Acct. | Other securities | — | — | $152K | 1.1% | |
| PRINCIPAL GLBL EMERG MARKETS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $152K | 1.1% | |
| PRINCIPAL EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $146K | 1.1% | |
| PRINCIPAL SAM BALANCED SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $121K | 0.9% | |
| PRINCIPAL MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $91K | 0.7% | |
| Participant loans * Notes receivable from participants 5.50% - 10.50% -0- | Bonds / Notes | — | — | $89K | 0.7% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $87K | 0.6% | |
| PRINCIPAL CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $82K | 0.6% | |
| PRINCIPAL SAM CONS GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $77K | 0.6% | |
| PRINCIPAL SAM CONS BALANCED SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $45K | 0.3% | |
| PRINCIPAL SAM STRAT GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $38K | 0.3% | |
| PRINCIPAL LIFETIME STRAT INC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $11K | <0.1% | |
| PRINCIPAL SAM FLEXIBLE INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRINCIPAL INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRINCIPAL LIFETIME 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | DES MOINES, IA | CONTRACT ADMINISTRATOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLSTATE FINANCIAL SERVICES LLC | 47-0826838 | LINCOLN, NE | OTHER SERVICES | $0 | — |
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | KANSAS CITY, MO | OTHER SERVICES | $0 | — |
