Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
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 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.0M | 15.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $682K | 10.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $592K | 9.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $544K | 8.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $539K | 8.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $398K | 6.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $346K | 5.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $311K | 4.9% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Other securities | — | — | $210K | 3.3% | |
| Loomis Sayles Growth N | Other securities | — | — | $202K | 3.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $151K | 2.4% | |
| 10.50%. | Bonds / Notes | — | — | $142K | 2.3% | |
| Invesco Funds Group Comstock | Common Stock | — | — | $131K | 2.1% | |
| Principal Life Insurance Company Core Fixed Income | Other securities | — | — | $103K | 1.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $103K | 1.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $101K | 1.6% | |
| Franklin Templeton Investments Small Cap Growth | Other securities | — | — | $93K | 1.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $91K | 1.4% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index | Other securities | — | — | $89K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $89K | 1.4% | |
| Franklin Templeton Investments Income | Other securities | — | — | $80K | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $72K | 1.1% | |
| American Funds AMCAP | Other securities | — | — | $55K | 0.9% | |
| Fidelity Investments High Income Advantage | Other securities | — | — | $55K | 0.9% | |
| Vanguard Group Short Term Inflation Protected Securities Index | Common Stock | — | — | $55K | 0.9% | |
| American Century Investments Growth | Other securities | — | — | $49K | 0.8% | |
| Principal Global Investors Trust Company Lifetime Hybrid Income | Other securities | — | — | $40K | 0.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $40K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $35K | 0.6% | |
| Eagle Financial Services, Inc. Mid Cap Growth | Common Stock | — | — | $34K | 0.5% | |
| Delaware Investments Small Cap Value | Other securities | — | — | $32K | 0.5% | |
| American Funds New World 514 American Funds Balanced | Other securities | — | — | $25K | 0.4% | |
| Invesco Funds Group Equity and Income | Common Stock | — | — | $15K | 0.2% | |
| American Funds Europacific Growth | Other securities | — | — | $10K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7K | 0.1% | |
| Vanguard Selected Value Fund Investor Shares | Other securities | — | — | $6K | <0.1% | |
| Fidelity Real Estate Index | Other securities | — | — | $5K | <0.1% | |
| Principal Life Insurance Company Small-Mid Cap Dividend Income | Other securities | — | — | $4K | <0.1% | |
| PRIN SMALL-MIDCAP DIV SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 138 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
