Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTEMENT ADVISORS | 92-1819393 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Principal Life Insurance Company Principal Lifetime 2050 Separate Account - | Pooled Separate Accounts | — | — | $5.4M | 13.6% | |
| PRIN LIFETM 2050 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $5.4M | 13.6% | |
| Principal Life Insurance Company Principal Lifetime 2030 Separate Account - | Other securities | — | — | $5.2M | 13.1% | |
| PRIN LIFETM 2030 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $5.2M | 13.1% | |
| Principal Life Insurance Company Principal Lifetime 2040 Separate Account - | Other securities | — | — | $4.7M | 11.8% | |
| PRIN LIFETM 2040 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $4.7M | 11.8% | |
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.9M | 7.4% | |
| Principal Life Insurance Company Large Capital Growth I Separate Account - | Other securities | — | — | $2.2M | 5.5% | |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.2M | 5.5% | |
| Principal Life Insurance Company Capital Appreciation Separate Account - | Other securities | — | — | $2.0M | 5.1% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $2.0M | 5.1% | |
| Principal Life Insurance Company Principal Lifetime 2060 Separate Account - | Other securities | — | — | $1.5M | 3.8% | |
| PRIN LIFETM 2060 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.5M | 3.8% | |
| Principal Life Insurance Company Mid Capital Value I Separate Account - | Other securities | — | — | $1.3M | 3.4% | |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.3M | 3.4% | |
| Principal Life Insurance Company Diversified International Separate Account - | Other securities | — | — | $1.3M | 3.3% | |
| PRIN DIV INTL SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.3M | 3.3% | |
| Principal Life Insurance Company Principal Lifetime 2020 Separate Account - | Other securities | — | — | $1.3M | 3.3% | |
| PRIN LIFETM 2020 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.3M | 3.3% | |
| Principal Life Insurance Company Mid Capital S&P 400 Index Separate Account - | Other securities | — | — | $1.2M | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.2M | 3.0% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.1M | 2.7% | |
| Participant loans dates, secured by participant account balance - | Participant loans | — | — | $1.1M | 2.7% | |
| PIMCO Stockplus Small A Fund - | Mutual Funds | — | — | $1.1M | 2.6% | |
| PRIN LIQUID ASSETS SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $765K | 1.9% | |
| Principal Life Insurance Company Small Capital Blend Separate Account - | Other securities | — | — | $747K | 1.9% | |
| PRINCIPAL SMALLCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $747K | 1.9% | |
| Alliance Bernstein AB Discovery Growth A Fund - | Other securities | — | — | $691K | 1.7% | |
| Guaranteed Interest Account * Principal Life Insurance Company Insurance Company General Guaranteed Interest - | Other securities | — | — | $663K | 1.7% | |
| Principal Life Insurance Company Principal Lifetime Str Inc Separate Account - | Common Stock | — | — | $616K | 1.5% | |
| PRIN LIFETM STR INC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $616K | 1.5% | |
| The American Funds American Funds New Perspective R4 Fund - | Other securities | — | — | $572K | 1.4% | |
| The American Funds American Funds Growth Fund of America R4 - | Other securities | — | — | $571K | 1.4% | |
| Principal Life Insurance Company Core Fixed Income Separate Account - | Other securities | — | — | $561K | 1.4% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $561K | 1.4% | |
| The American Funds American Funds American Mutual R4 Fund - | Other securities | — | — | $461K | 1.2% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $453K | 1.1% | |
| PRIN U.S. PROPERTY SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $423K | 1.1% | |
| Principal Life Insurance Company Government & HQ Bond Separate Account - | Other securities | — | — | $412K | 1.0% | |
| PRIN GOVT&HQBND SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $412K | 1.0% | |
| Lord Abbett Lord Abbett Short Duration Income A Fund - | Other securities | — | — | $361K | 0.9% | |
| Principal Life Insurance Company Principal Lifetime 2070 Separate Account - | Other securities | — | — | $174K | 0.4% | |
| PRIN LIFETM 2070 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $174K | 0.4% | |
| PRIN CORE PLUS BOND SEP ACT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $5K | <0.1% | |
| (E) | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
