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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEISS, ROGER A. | — | GEORGETOWN, TX | 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 | |||||
|---|---|---|---|---|---|---|
| Principal | Other securities | — | — | $803K | 27.9% | |
| PRIN LIFETIME 2030 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $803K | 27.9% | |
| Notes Receivable from Participants | Other securities | — | — | $294K | 10.2% | |
| Principal | Other securities | — | — | $266K | 9.2% | |
| PRIN LIFETIME 2020 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $266K | 9.2% | |
| Principal | Other securities | — | — | $237K | 8.2% | |
| PRIN LIFETIME 2040 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $237K | 8.2% | |
| Principal | Other securities | — | — | $200K | 7.0% | |
| PRIN LIFETIME 2025 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $200K | 7.0% | |
| Principal | Other securities | — | — | $176K | 6.1% | |
| PRIN LIFETIME 2045 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $176K | 6.1% | |
| LA Capital Management/Victory - Principal | Other securities | — | — | $117K | 4.1% | |
| PRIN MIDCAP VALUE I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $117K | 4.1% | |
| Morley Capital Management - Principal | Other securities | — | — | $109K | 3.8% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $109K | 3.8% | |
| Principal | Other securities | — | — | $104K | 3.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $104K | 3.6% | |
| Principal | Other securities | — | — | $99K | 3.4% | |
| PRIN LIFETIME 2055 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $99K | 3.4% | |
| Origin Asset Management, LLP - Principal | Other securities | — | — | $98K | 3.4% | |
| PRIN INTL EQ SEPARATE ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $98K | 3.4% | |
| Principal | Other securities | — | — | $87K | 3.0% | |
| PRIN LIFETIME 2050 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $87K | 3.0% | |
| Westwood/Barrow Hanley - Principal | Other securities | — | — | $54K | 1.9% | |
| PRIN LARGECAP VALUE III SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $54K | 1.9% | |
| Principal | Other securities | — | — | $50K | 1.7% | |
| PRIN LIFETIME 2035 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $50K | 1.7% | |
| Principal | Other securities | — | — | $49K | 1.7% | |
| PRIN LIFETIME STRAT INC SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $49K | 1.7% | |
| Principal | Other securities | — | — | $28K | 1.0% | |
| PRIN U.S. PROPERTY SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $28K | 1.0% | |
| Principal | Other securities | — | — | $26K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $26K | 0.9% | |
| PRIN LARGECAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $23K | 0.8% | |
| Principal | Other securities | — | — | $21K | 0.7% | |
| PRIN LIFETIME 2060 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $21K | 0.7% | |
| Robert Baird/Eagle Asset Management - Principal | Other securities | — | — | $14K | 0.5% | |
| PRIN MIDCAP GROWTH III SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $14K | 0.5% | |
| Principal | Other securities | — | — | $11K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $11K | 0.4% | |
| PRIN INFLATION PROTECT SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Principal | Other securities | — | — | $3K | <0.1% | |
| PRIN CORE PLUS BOND SEP ACT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN SMALLCAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1K | <0.1% |
