Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | INVESTMENT ADVISORY | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
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 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 18.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 13.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 13.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $949K | 11.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $899K | 10.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $505K | 6.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $495K | 5.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $458K | 5.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $306K | 3.6% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $188K | 2.2% | |
| Vanguard 500 Index Fund Registered Investment Company | Other securities | — | — | $181K | 2.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $173K | 2.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $77K | 0.9% | |
| T Rowe Price Blue Chip Growth Fund Inc Registered Investment Company | Common Stock | — | — | $69K | 0.8% | |
| DFA US Large Cap Value Portfolio Registered Investment Company | Other securities | — | — | $56K | 0.7% | |
| Vanguard Developed Markets Index Fund Registered Investment Company | Other securities | — | — | $37K | 0.4% | |
| MFS Mid Cap Value Fund Registered Investment Company | Other securities | — | — | $33K | 0.4% | |
| PGIM High Yield Fund Registered Investment Company | Other securities | — | — | $24K | 0.3% | |
| MFS Mid Cap Growth Fund Registered Investment Company | Other securities | — | — | $20K | 0.2% | |
| Vanguard Real Estate Index Fund Registered Investment Company | Other securities | — | — | $17K | 0.2% | |
| T Rowe Price QM US Small-Cap Growth Equity Fund Registered Investment Company | Other securities | — | — | $14K | 0.2% | |
| Vanguard Small-Cap Index Fund Registered Investment Company | Other securities | — | — | $14K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund/Open-end fund Registered Investment Company | Other securities | — | — | $12K | 0.1% | |
| Metropolitan West Total Return Bond Fund Registered Investment Company | Other securities | — | — | $9K | 0.1% | |
| Vanguard Group - Vanguard Federal Money Registered Investment Company | Common Stock | — | — | $7K | <0.1% | |
| DFA US Targeted Value Portfolio Registered Investment Company | Other securities | — | — | $7K | <0.1% | |
| EuroPacific Growth Fund Registered Investment Company | Other securities | — | — | $6K | <0.1% | |
| American Balanced Fund Registered Investment Company | Other securities | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $814 | <0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | 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.
