Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
| ACTUARIAL PENSION ANALYSTS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| PRINC LIFETIME HYB INC 2040CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $429K | 17.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $429K | 17.3% | |
| PRINC LIFETIME HYB INC 2035CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $383K | 15.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $383K | 15.4% | |
| PRINC LIFETIME HYB INC 2050CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $329K | 13.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $329K | 13.3% | |
| PRINC LIFETIME HYB INC 2030CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $260K | 10.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $260K | 10.5% | |
| PRINC LIFETIME HYB INC 2045CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $225K | 9.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $225K | 9.0% | |
| PRINC LIFETIME HYB INC 2055CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $123K | 4.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $123K | 4.9% | |
| PRINC LIFETIME HYB INC 2060CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $93K | 3.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $93K | 3.7% | |
| PRINC LIFETIME HYB INC 2065CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $92K | 3.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $92K | 3.7% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Other securities | — | — | $76K | 3.1% | |
| PRINC LIFETIME HYB INC 2025CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $70K | 2.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $70K | 2.8% | |
| Vanguard Growth Index Adm Fund Mutual Fund N/A | Other securities | — | — | $69K | 2.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $52K | 2.1% | |
| Loans outstanding with interest ranging from 4.25% to 10.50% maturing through September 2029 | Bonds / Notes | — | — | $51K | 2.1% | |
| Vanguard Sm Cap Gr Idx Adm Fs Mutual Fund N/A | Other securities | — | — | $51K | 2.0% | |
| Vanguard Intl Growth Adm Fd Mutual Fund N/A | Other securities | — | — | $48K | 1.9% | |
| PRINC LIFETIME HYB INC 2020CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $37K | 1.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $37K | 1.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $36K | 1.4% | |
| PRINC LIFETIME HYB INC 2070CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $24K | 1.0% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $24K | 1.0% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $18K | 0.7% | |
| PIMCO Income Institutional Fund Mutual Fund N/A | Other securities | — | — | $4K | 0.2% | |
| Schedule II ( c ) PTE 2002-51 Under VFCP and Total Fully Corrected$ - Correction in VFCP Contributions Pending $ | Other securities | — | $5K | $2K | <0.1% | |
| PRINC LIFETIME HYB INC 2015CIT COMMON COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 120 | Common Collective Trust | — | — | $677 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 16-1316349 |
| — |
| THIRD PARTY ADMINISTRATO |
| $2K |
| — |
