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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALENTINE, CHALMERS P. | — | MEMPHIS, TN | OTHER SERVICES | $0 | — |
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 LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.6M | 16.2% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.4M | 13.9% | |
| Vanguard US Growth Admiral Fund Mutual fund | Other securities | — | — | $1.0M | 10.2% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $494K | 5.0% | |
| Morgan Stanley Inst Growth A Fund Mutual fund | Other securities | — | — | $428K | 4.3% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $355K | 3.6% | |
| Participant Loans Interest rates from 3.25% to 8.5% | Bonds / Notes | — | — | $315K | 3.2% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $308K | 3.1% | |
| Principal Diversified International Pooled separate account | Other securities | — | — | $303K | 3.1% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $303K | 3.1% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $299K | 3.0% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $294K | 3.0% | |
| PRIN GLBL EMERG MARKETS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $265K | 2.7% | |
| Principal Global Emerging Markets Pooled separate account | Other securities | — | — | $265K | 2.7% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $265K | 2.7% | |
| Franklin Utilities A Fund Mutual fund | Other securities | — | — | $233K | 2.4% | |
| Touchstone Small Company A Mutual fund | Other securities | — | — | $230K | 2.3% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $217K | 2.2% | |
| Principal Global Mid Cap Separate Account Pooled separate account | Other securities | — | — | $194K | 2.0% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $194K | 2.0% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $193K | 1.9% | |
| Putnam Large Cap Value A Fund Mutual fund | Other securities | — | — | $164K | 1.7% | |
| Virtus NFJ Midcap Val I Fund Mutual fund | Other securities | — | — | $148K | 1.5% | |
| BlackRock Financial Inflation Protected Pooled separate account | Other securities | — | — | $147K | 1.5% | |
| PRIN INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $147K | 1.5% | |
| Capital Research American New World Fund Mutual fund 577 Delaware Extended Duration Bond A Mutual fund | Other securities | — | — | $134K | 1.3% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $115K | 1.2% | |
| T Rowe Price Large Cap Growth I Pooled separate account | Other securities | — | — | $109K | 1.1% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $109K | 1.1% | |
| Vaughan Nelson Small Cap Value II Pooled separate account | Other securities | — | — | $95K | 1.0% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $95K | 1.0% | |
| Vanguard Small Cap Val Admiral Fund Mutual fund | Other securities | — | — | $89K | 0.9% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $88K | 0.9% | |
| Vanguard Windsor Admiral Fund Mutual fund | Other securities | — | — | $70K | 0.7% | |
| Principal Lifetime Strategic Income Pooled separate account | Other securities | — | — | $64K | 0.6% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $64K | 0.6% | |
| Vanguard Mid Cap Val Admiral Fund Mutual fund | Other securities | — | — | $63K | 0.6% | |
| Principal Global Mid Cap S&P 400 Index Pooled separate account | Other securities | — | — | $60K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $60K | 0.6% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $56K | 0.6% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $52K | 0.5% | |
| MFS Value R3 Fund Mutual fund | Other securities | — | — | $38K | 0.4% | |
| Principal Financial Group Inc. Stock Pooled separate account | Common Stock | — | — | $23K | 0.2% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $23K | 0.2% | |
| Vanguard Retained Earnings Admiral Fund Mutual fund | Other securities | — | — | $9K | <0.1% | |
| Calamos Small Cap Growth Fund Mutual fund | Other securities | — | — | $8K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Pioneer Select Mid Cap Growth Mutual fund | Other securities | — | — | $7K | <0.1% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | 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.
