This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
| DEFINITI | 85-0833363 | — | CONTRACT ADMINISTRATOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS-MAZARS | 56-0747981 | — | ACCOUNTANT | $10K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $1.5M | 13.6% |
| PRIN LIFETIME HY 2050 CIT Z85 |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES INSURANCE GROUP, INC | 59-1199408 | — | OTHER SERVICES | $0 | — |
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | OTHER SERVICES | $0 | — |
Common Collective Trust |
| $1.1M |
| 10.4% |
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $1.1M | 10.1% |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | $733K | 6.8% |
| PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $732K | 6.8% |
| PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $600K | 5.6% |
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $562K | 5.2% |
| PRIN LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $463K | 4.3% |
| PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $428K | 4.0% |
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $369K | 3.4% |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $286K | 2.7% |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $258K | 2.4% |
| PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $193K | 1.8% |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $180K | 1.7% |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $122K | 1.1% |
| PRIN CORE FIX INC SEP ACCT-R3 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 118 | Pooled Separate Account | $93K | 0.9% |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $90K | 0.8% |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $79K | 0.7% |
| PRIN HIGH YIELD SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | $58K | 0.5% |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $55K | 0.5% |
| PRIN LIFETIME HY 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | $16K | 0.2% |
| PRIN LARGECAP VALUE III SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | $15K | 0.1% |
| PRIN GOVT & HQ BOND SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | $1K | <0.1% |
| PRIN LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $190 | <0.1% |
