Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS LLC | 42-1479618 | — | INVESTMENT ADVISORY | $190K | — |
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISORY | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $6.9M | $10.8M | 12.6% | |
| Principal Life Insurance Company Diversified International 27,896 units | Other securities | — | $3.5M | $3.6M | 4.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.6M | 4.3% | |
| U.S. Treasury Strip Princ 0%, due 11/15/2038 | Bonds / Notes | — | $2.0M | $2.0M | 2.3% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $1.7M | $1.7M | 2.0% | |
| U.S. Treasury Strip Princ 0%, due 11/15/2033 | Bonds / Notes | — | $1.5M | $1.5M | 1.7% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | $1.1M | $1.3M | 1.5% | |
| Strip Princ 0%, due 11/15/2050 | Bonds / Notes | — | $1.4M | $1.2M | 1.4% | |
| U.S. Treasury Bond 0%, due 11/15/2051 | U.S. Treasuries | — | $1.3M | $1.1M | 1.3% | |
| U.S. Treasury Bond 0%, due 11/15/2049 | U.S. Treasuries | — | $827K | $730K | 0.9% | |
| AT&T Inc 3.5%, due 09/15/2053 | Bonds / Notes | — | $768K | $707K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $493K | $650K | 0.8% | |
| United Technologies Corp 4.5%, due 06/01/2042 | Bonds / Notes | — | $641K | $626K | 0.7% | |
| Amgen Inc 5.6%, due 03/02/2043 | Bonds / Notes | — | $608K | $593K | 0.7% | |
| Bank of America Corp 2.676%, due 06/19/2041 | Bonds / Notes | — | $554K | $541K | 0.6% | |
| Hewlett Packard Enterprise Co 5.6%, due 10/15/2054 | Bonds / Notes | — | $557K | $532K | 0.6% | |
| Energy Transfer Operating 5%, due 05/15/2050 | Bonds / Notes | — | $542K | $530K | 0.6% | |
| AT&T Inc 3.5%, due 06/01/2041 | Bonds / Notes | — | $510K | $502K | 0.6% | |
| Smurfit Kappa Treasury 5.777%, due 04/03/2054 | Bonds / Notes | — | $513K | $495K | 0.6% | |
| JPMorgan Chase & Co 3.11%, due 04/22/2041 | Bonds / Notes | — | $506K | $489K | 0.6% | |
| Zoetis Incorporated 4.7%, due 02/01/2043 | Bonds / Notes | — | $500K | $484K | 0.6% | |
| U.S. Treasury Strip Princ 0%, due 11/15/2052 | Bonds / Notes | — | $601K | $459K | 0.5% | |
| Bat Capital Corp 4.54%, due 08/15/2047 | Bonds / Notes | — | $447K | $457K | 0.5% | |
| Broadcom Inc. 3.5%, due 02/15/2041 | Bonds / Notes | — | $454K | $453K | 0.5% | |
| T-Mobile USA Inc 4.375%, due 04/15/2040 | Bonds / Notes | — | $459K | $451K | 0.5% | |
| Comcast Corp 4.7%, due 10/15/2048 | Bonds / Notes | — | $478K | $450K | 0.5% | |
| Oracle Corp 5.55%, due 02/06/2053 | Bonds / Notes | — | $461K | $449K | 0.5% | |
| Abbvie Inc 4.45%, due 05/14/2046 | Bonds / Notes | — | $466K | $446K | 0.5% | |
| Diamondback Energy Inc 5.75%, due 04/18/2054 | Bonds / Notes | — | $465K | $441K | 0.5% | |
| UnitedHealth Group Inc 5.75%, due 07/15/2064 | Bonds / Notes | — | $462K | $437K | 0.5% | |
| Abbvie Inc 4.25%, due 11/21/2049 | Bonds / Notes | — | $471K | $435K | 0.5% | |
| Anheuser-Busch Inbev World 5.8%, due 01/23/2059 | Bonds / Notes | — | $458K | $433K | 0.5% | |
| CVS Health Corp 5.05%, due 03/25/2048 | Bonds / Notes | — | $457K | $425K | 0.5% | |
| UnitedHealth Group Inc 6.05%, due 02/15/2063 | Bonds / Notes | — | $471K | $424K | 0.5% | |
| Southern California Edison 4.65%, due 10/01/2043 | Bonds / Notes | — | $430K | $420K | 0.5% | |
| HSBC Holdings Plc Variable, due 05/17/2032 | Common Stock | — | $400K | $405K | 0.5% | |
| Southwestern Public Service Company 6%, due 06/01/2054 | Bonds / Notes | — | $403K | $404K | 0.5% | |
| Indianapolis PWR & Light 5.7%, due 04/01/2054 | Bonds / Notes | — | $406K | $393K | 0.5% | |
| AT&T Inc 4.75%, due 05/15/2046 | Bonds / Notes | — | $379K | $382K | 0.4% | |
| Pacific Gas & Electric 4.5%, due 07/01/2040 | Bonds / Notes | — | $369K | $380K | 0.4% | |
| Amgen Inc 5.75%, due 03/02/2063 | Bonds / Notes | — | $395K | $374K | 0.4% | |
| Saudi Arabian Oil Co 5.875%, due 07/17/2064 | Bonds / Notes | — | $393K | $373K | 0.4% | |
| Midamerican Energy Co 5.85%, due 09/15/2054 | Bonds / Notes | — | $368K | $356K | 0.4% | |
| Harris Corporation 5.054%, due 04/27/2045 | Bonds / Notes | — | $364K | $353K | 0.4% | |
| Energy Transfer Partners 5.15%, due 03/15/2045 | Bonds / Notes | — | $353K | $350K | 0.4% | |
| Morgan Stanley 6.375%, due 07/24/2042 | Bonds / Notes | — | $353K | $346K | 0.4% | |
| Gilead Sciences Inc 4.5%, due 02/01/2045 | Bonds / Notes | — | $352K | $343K | 0.4% | |
| Athene Holding Ltd 6.25%, due 04/01/2054 | Bonds / Notes | — | $318K | $316K | 0.4% | |
| Becton Dickinson and Co 4.669%, due 06/06/2047 | Bonds / Notes | — | $326K | $312K | 0.4% | |
| HCA Inc 5.95%, due 09/15/2054 | Bonds / Notes | — | $322K | $304K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PRINCIPAL LIFE INSURANCE COMPANY |
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $87K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAYNES, REITMEIER, BOYD | 74-2533381 | — | ACCOUNTANT | $12K | — |
