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 | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE NETWORK LLC | 06-1555494 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.4M | 14.7% | |
| Blackrock Advisors LLC LifePath Index 2050 Fund | Other securities | — | — | $1.4M | 14.6% | |
| Principal Life Insurance Co. Time Hybrid Inc 2050 CIT | Common Collective Trusts | — | — | $1.2M | 12.6% | |
| Principal Global Investors LgCap S&P 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 12.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.2M | 12.3% | |
| T. Rowe Price LargeCap Growth Fund | Other securities | — | — | $981K | 10.3% | |
| Principal Life Insurance Co. Time Hybrid Inc 2055 CIT | Common Collective Trusts | — | — | $646K | 6.8% | |
| Blackrock Advisors LLC LifePath Index 2055 Fund | Other securities | — | — | $535K | 5.6% | |
| Blackrock Advisors LLC LifePath Index 2045 Fund | Other securities | — | — | $477K | 5.0% | |
| Principal Global Investors MidCap Separate Fund | Other securities | — | — | $442K | 4.7% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $442K | 4.7% | |
| Blackrock Advisors LLC LifePath Index 2040 Fund | Other securities | — | — | $441K | 4.7% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $439K | 4.6% | |
| Principal Global Investors Diversified Intl Fund | Other securities | — | — | $423K | 4.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $418K | 4.4% | |
| Blackrock Advisors LLC LifePath Index 2060 Fund | Other securities | — | — | $417K | 4.4% | |
| Principal Global Investors SmallCap Separate Fund | Other securities | — | — | $412K | 4.4% | |
| Principal Life Insurance Co. Time Hybrid Inc 2045 CIT | Common Collective Trusts | — | — | $404K | 4.3% | |
| LA Capital Management Victory MidCap Value Fund | Other securities | — | — | $403K | 4.3% | |
| Principal Global Investors Equity Income Separate Fund | Other securities | — | — | $385K | 4.1% | |
| Principal Life Insurance Co. Time Hybrid Inc 2060 CIT | Common Collective Trusts | — | — | $377K | 4.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $374K | 3.9% | |
| American Funds American Mutual R6 Fund | Mutual Funds | — | — | $368K | 3.9% | |
| Principal Life Insurance Co. Time Hybrid Inc 2040 CIT | Common Collective Trusts | — | — | $363K | 3.8% | |
| Principal Global Investors MidCap Separate Fund | Other securities | — | — | $353K | 3.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $323K | 3.4% | |
| s * Principal Global Investors Core Plus Bond Separate Acct | Pooled Separate Accounts | — | — | $323K | 3.4% | |
| and Other Investments Blackrock Advisors LLC LifePath Index Retirement Fund | Mutual Funds | — | — | $274K | 2.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $244K | 2.6% | |
| Party in Identity of issuer, borrower, maturity date, rate of interest, collateral, Interest lessor, or similar party par or maturity date Fair Value Common/Collective Trust * Principal Life Insurance Co. Stable Value Z Fund | Stable Value | — | — | $242K | 2.6% | |
| Blackrock Advisors LLC LifePath Index 2030 Fund | Other securities | — | — | $178K | 1.9% | |
| Principal Life Insurance Co. Time Hybrid Inc 2030 CIT | Common Collective Trusts | — | — | $175K | 1.8% | |
| Principal Life Insurance Co. Time Hybrid Inc 2025 CIT | Common Collective Trusts | — | — | $157K | 1.7% | |
| Principal Life Insurance Co. Time Hybrid Inc 2035 CIT | Common Collective Trusts | — | — | $153K | 1.6% | |
| Blackrock Advisors LLC LifePath Index 2035 Fund | Other securities | — | — | $127K | 1.3% | |
| Blackrock Advisors LLC LifePath Index 2065 Fund | Other securities | — | — | $100K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $83K | 0.9% | |
| Principal Global Investors Real Estate US Property Fund | Other securities | — | — | $79K | 0.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $77K | 0.8% | |
| Principal Global Investors MidCap S&P 400 Index Fund | Common Collective Trusts | — | — | $74K | 0.8% | |
| Principal Life Insurance Co. Time Hybrid Inc CIT | Common Collective Trusts | — | — | $69K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $66K | 0.7% | |
| (E) | Other securities | — | — | $66K | 0.7% | |
| Principal Global Investors International Equity Index Fund | Common Collective Trusts | — | — | $61K | 0.6% | |
| Principal Global Investors SmallCap S&P 600 Index Fund | Common Collective Trusts | — | — | $52K | 0.5% | |
| Principal Life Insurance Co. Time Hybrid Inc 2020 CIT | Common Collective Trusts | — | — | $51K | 0.5% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $41K | 0.4% | |
| Principal Life Insurance Co. Time Hybrid Inc 2065 CIT | Common Collective Trusts | — | — | $39K | 0.4% | |
| AB/Brown SmallCap Growth Fund | Other securities | — | — | $37K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $37K | 0.4% |
