Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
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 2040 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $488K | 15.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $412K | 12.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $401K | 12.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $322K | 10.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $245K | 7.7% | |
| Fidelity 500 Index Fund | Other securities | — | — | $187K | 5.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $171K | 5.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $159K | 5.0% | |
| Prin Fixed Inc Guar Option | Common Stock | — | — | $129K | 4.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $112K | 3.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $94K | 2.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $68K | 2.1% | |
| Notes Receivable From Participants (7.25%-9.50%) | Bonds / Notes | — | — | $67K | 2.1% | |
| American Century Ultra R6 Fund | Other securities | — | — | $53K | 1.7% | |
| American Funds AmerMut R6 Fd | Other securities | — | — | $49K | 1.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $28K | 0.9% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | — | $28K | 0.9% | |
| PIMCO Income Institutional Fd | Other securities | — | — | $27K | 0.9% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $27K | 0.9% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | — | $27K | 0.8% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL LIFE GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $23K | 0.7% | |
| DFA International Value I Fund | Other securities | — | — | $16K | 0.5% | |
| Fidelity Adv Stk Sel Sm Cp Z | Other securities | — | — | $7K | 0.2% | |
| American Century SC Gr R6 Fd | Other securities | — | — | $5K | 0.2% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | — | $3K | <0.1% | |
| Invesco Small Cap Value R6 Fd | Other securities | — | — | $3K | <0.1% | |
| MFS Blnd Rsrch Md Cp Eq R6 Fd | Other securities | — | — | $3K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $2K | — |
| IFP INSURANCE GROUP, LLC | 59-3331424 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| RETIREMENT SOLUTIONS SPECIALIST LL | 27-0293282 | — | CONTRACT ADMINISTRATOR | $12K | — |
| RETIREMENT SOLUTIONS SPECIALISTS | — | JACKSONVILLE, FL | CONTRACT ADMIN | $3K | — |
