Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GJC CPA'S ADVISORS | 38-2029668 | — | ACCOUNTANT | $6K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal LDI Intermediate Duration Account | — | 163,716 | $2.0M | $2.0M | 50.6% | |
| PRIN LDI INTRM DUR SEP ACCT-R6 |
Pooled Separate Account |
| — |
| — |
| $2.0M |
| 50.6% |
| PRIN LDI LONG DURATION SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | 64,674 | $1.3M | $1.2M | 30.6% |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | 1,435 | $390K | $435K | 10.8% |
| Principal Diversified International Account | — | 1,301 | $154K | $148K | 3.7% |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $148K | 3.7% |
| Principal U.S. Property Account | — | 60 | $33K | $82K | 2.0% |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $82K | 2.0% |
| PRINCIPAL OVERSEAS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | 2,231 | $55K | $54K | 1.3% |
| Principal Mid Cap S&P 400 Index Account | — | 257 | $25K | $26K | 0.7% |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $26K | 0.7% |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | 101 | $9K | $10K | 0.2% |
| PRIN ORG EMG MKTS SEP ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178 | Pooled Separate Account | — | — | $0 | <0.1% |
