Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | — | CHICAGO, IL | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | PARTICIPANT INVST ADVSR | $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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $302K | $7.7M | 22.5% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $103K | $4.6M | 13.6% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $89K | $3.4M | 9.9% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $72K | $3.0M | 8.7% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $36K | $1.9M | 5.5% | |
| Fidelity Investments Mid-Cap Index Fund 50,692.5798 shares | Other securities | — | $51K | $1.7M | 5.0% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $35K | $1.7M | 4.9% | |
| Participant loans Interest rates range from 2.25% to 7.50% | Bonds / Notes | — | — | $1.6M | 4.8% | |
| Fidelity Investments 500 Index Fund 7561.2015 shares | Other securities | — | $8K | $1.5M | 4.5% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $27K | $1.4M | 4.1% | |
| Principal Global Investors Trust Co. Lifetime Hybrid 2055 23,657.0225 shares | Common Stock | — | $24K | $1.3M | 3.7% | |
| PRIN LIFE TIME HY 2055 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 3.7% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $38K | $981K | 2.9% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $25K | $857K | 2.5% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $37K | $659K | 1.9% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $11K | $339K | 1.0% | |
| Great Gray Trust Company Large-Cap Growth (W Series) Class G 12,808.3231 shares | Other securities | — | $13K | $300K | 0.9% | |
| AB US LG CP GTH CIT W SER G GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $300K | 0.9% | |
| Principal Funds Inc. Real Estate Securities R6 Fund 10,211.7022 shares | Common Stock | — | $10K | $287K | 0.8% | |
| Nuveen Mid-Cap Value R6 Fund 2,994.6148 shares | Other securities | — | $3K | $164K | 0.5% | |
| Fidelity Investments International Index Fund 2,862.6979 shares | Other securities | — | $3K | $136K | 0.4% | |
| Fidelity Investments Small-Cap Index Fund 4,079.3277 shares | Other securities | — | $4K | $113K | 0.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $108K | 0.3% | |
| Dimensional Fund Advisors Inflation Protected Securities I Fund 5,997.7574 shares | Other securities | — | $6K | $65K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $5K | $62K | 0.2% | |
| Dodge & Cox Funds Income X Fund 2,965.7740 shares | Other securities | — | $3K | $37K | 0.1% | |
| Principal Global Investors Trust Co. Lifetime Hybrid Income 1,422.2220 shares | Common Stock | — | $1K | $31K | <0.1% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $31K | <0.1% | |
| Fidelity Investments U.S. Bond Index Fund 2,470.1243 shares | Other securities | — | $2K | $25K | <0.1% | |
| Fidelity Investments Advanced International Capital Appreciation Z Fund 767.6732 shares | Other securities | — | — | $25K | <0.1% | |
| JP Morgan Mid-Cap Growth R6 Fund 461.4091 shares | Other securities | — | — | $24K | <0.1% | |
| Baron Small-Cap Institutional Fund 532.9017 shares . | Mutual Funds | — | — | $18K | <0.1% | |
| Neuberger Berman Management Large-Cap Value R6 Fund 372.7739 shares | Other securities | — | — | $17K | <0.1% | |
| Dimensional Fund Advisors U.S. Targeted Value I Fund 355.9953 shares | Other securities | — | — | $12K | <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 |
| $34K |
| — |
