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 | $34K | — |
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 2040 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $471K | 19.5% | |
| T. Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $367K | 15.2% | |
| PRIN LIFETIME 2055 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $270K | 11.2% | |
| PRIN LIFETIME 2030 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $261K | 10.8% | |
| PRIN LIFETIME 2025 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $208K | 8.7% | |
| PRIN LIFETIME 2050 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $208K | 8.6% | |
| PRIN LIFETIME 2035 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $201K | 8.4% | |
| PRIN LIFETIME 2045 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $166K | 6.9% | |
| PRIN LIFETIME 2060 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $149K | 6.2% | |
| Fully benefit-responsive investment contract * Principal Fixed Income Guaranteed Option | Other securities | — | — | $19K | 0.8% | |
| PRIN LIFETIME 2015 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $18K | 0.7% | |
| JP Morgan Undisclosed Managers Behavior Value Fund | Other securities | — | — | $9K | 0.4% | |
| Fidelity Advantage High Income Fund | Mutual Funds | — | — | $8K | 0.3% | |
| Delaware Extended Duration Bond Fund | Other securities | — | — | $8K | 0.3% | |
| JP Morgan U.S. Equity Fund | Other securities | — | — | $7K | 0.3% | |
| Delaware Ivy International Core Equity Fund | Other securities | — | — | $6K | 0.3% | |
| PRIN LIFETIME 2065 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $6K | 0.2% | |
| MFS Value Fund | Mutual Funds | — | — | $5K | 0.2% | |
| PRIN LIFETIME 2020 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $3K | 0.1% | |
| Principal Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $99 | <0.1% | |
| PRIN LIFETIME 2010 SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | 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.
