Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $109K | — |
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 MidCap S&P 400 Idx SA-Z | Common Stock | — | $0 | $5.1M | 13.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.1M | 13.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.8M | 12.9% | |
| Prin LifeTime Hybr 2020 CIT Z | Common Collective Trusts | — | $0 | $4.8M | 12.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.3M | 11.6% | |
| Prin SmCap Growth I Sep Acct-Z | Other securities | — | $0 | $4.3M | 11.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $3.8M | 10.2% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stock | — | $0 | $3.2M | 8.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.2M | 8.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.6M | 7.0% | |
| Principal Stable Value Z Fund | Other securities | — | $0 | $2.6M | 7.0% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.5M | 4.0% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $1.5M | 4.0% | |
| Schwab Instl Fix Inc Cr Plus | Common Stock | — | $0 | $1.5M | 4.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.5M | 4.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.4M | 3.7% | |
| Participant Loans | Participant loans | — | — | $1.4M | 3.7% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $1.3M | 3.4% | |
| Prin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $1.0M | 2.7% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $994K | 2.7% | |
| SCHWAB INSTL FIX INC CR PLUS CHARLES SCHWAB BANK · EIN 81-0625170 / PN 003 | Common Collective Trust | — | — | $994K | 2.7% | |
| Prin LifeTime Hybr 2055 CIT Z | Common Collective Trusts | — | $0 | $818K | 2.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $818K | 2.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $692K | 1.9% | |
| Prin LgCp S&P 500 Index SA-Z | Common Stock | — | $0 | $692K | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $653K | 1.8% | |
| Prin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | $0 | $653K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $630K | 1.7% | |
| Prin LifeTime Hybr 2050 CIT Z | Common Collective Trusts | — | $0 | $630K | 1.7% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $587K | 1.6% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $587K | 1.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $576K | 1.5% | |
| JP Morgan US Value R6 Fund | Other securities | — | $0 | $490K | 1.3% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | $0 | $354K | 0.9% | |
| MFS INTERNTL EQUITY R6 FUND | Other securities | — | $0 | $251K | 0.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $251K | 0.7% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $170K | 0.5% | |
| LARGE CAP GROWTH FUND II R1 FD | Other securities | — | $0 | $170K | 0.5% | |
| Hartford Strat Income R6 Fund | Other securities | — | $0 | $155K | 0.4% | |
| FIDELITY GLB EX US INDEX FD | Other securities | — | $0 | $143K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $113K | 0.3% | |
| American Centur Mid-Cap Val R6 | Other securities | — | $0 | $87K | 0.2% | |
| Columbia Small Cap Vl I I3 Fd | Other securities | — | $0 | $69K | 0.2% | |
| DFA Global Real Estate Sc I Fd | Other securities | — | $0 | $3K | <0.1% | |
| FED HERMES MDT MD CP GR R6 FD | Other securities | — | $0 | $2K | <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 DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | 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.
