Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FNBB CAPITAL MARKETS | 20-0532898 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Investments TIAA-CREF Large-Cap Growth Index Fund | Other securities | — | — | $1.1M | 11.5% | |
| Principal Life Insurance Company Life Time 2040 Separate Account-Z | Other securities | — | — | $1.0M | 10.5% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.0M | 10.5% | |
| Principal Life Insurance Company Life Time 2035 Separate Account-Z | Other securities | — | — | $899K | 9.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $899K | 9.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $828K | 8.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $744K | 7.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $638K | 6.5% | |
| Principal Life Insurance Company Life Time 2030 Separate Account-Z | Other securities | — | — | $536K | 5.5% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $536K | 5.5% | |
| Principal Life Insurance Company Life Time 2050 Separate Account-Z | Other securities | — | — | $477K | 4.9% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $477K | 4.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $459K | 4.7% | |
| Principal Life Insurance Company Life Time 2025 Separate Account-Z | Other securities | — | — | $430K | 4.4% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $430K | 4.4% | |
| Vanguard Group Vanguard Developed Markets Index Fund | Common Stock | — | — | $381K | 3.9% | |
| TIAA Investments TIAA-CREF Large-Cap Value Index Fund | Other securities | — | — | $374K | 3.8% | |
| Principal Life Insurance Company Life Time 2045 Separate Account-Z | Other securities | — | — | $332K | 3.4% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $332K | 3.4% | |
| Principal Life Insurance Company Life Time 2055 Separate Account-Z | Other securities | — | — | $216K | 2.2% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $216K | 2.2% | |
| Principal Life Insurance Company Life Time 2020 Separate Account-Z | Other securities | — | — | $179K | 1.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $179K | 1.8% | |
| Vanguard Group Vanguard Lifestrategy Growth Investor Shares | Common Stock | — | — | $152K | 1.5% | |
| Principal Life Insurance Company Life Time Strategic Income Separate Account-Z | Other securities | — | — | $109K | 1.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $109K | 1.1% | |
| through May, 2030 | Other securities | — | — | $98K | 1.0% | |
| Vanguard Group Vanguard Intermediate-Term Bond Index Fund | Common Stock | — | — | $80K | 0.8% | |
| Vanguard Group Vanguard Wellesley Income Fund | Common Stock | — | — | $68K | 0.7% | |
| Principal Life Insurance Company Life Time 2060 Separate Account-Z | Other securities | — | — | $67K | 0.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $67K | 0.7% | |
| (E) | Other securities | — | $44K | $67K | 0.7% | |
| DWS RREEF Real Estate Securities Fund - Class R6 | Mutual Funds | — | — | $67K | 0.7% | |
| Vanguard Group Vanguard Balncd Index Admrl FD | Common Stock | — | — | $62K | 0.6% | |
| s * Principal Life Insurance Company Life Time 2015 Separate Account-Z | Pooled Separate Accounts | — | — | $44K | 0.5% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $44K | 0.5% | |
| Vanguard Group Vanguard Inflation-Protected Securities Fund | Common Stock | — | — | $40K | 0.4% | |
| (E) | Other securities | — | — | $29K | 0.3% | |
| Principal Life Insurance Company Life Time 2065 Separate Account-Z | Other securities | — | — | $29K | 0.3% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $29K | 0.3% | |
| Vanguard Group Vanguard Long-Term Treasury Fund | Common Stock | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $64K |
| — |
