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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTime 2065 R3 Fund | Other securities | — | $0 | $498K | 12.8% | |
| Prin LifeTime 2060 R3 Fund | Other securities | — | $0 | $463K | 11.9% | |
| Prin MidCap S&P 400 Idx R3 Fd | Other securities | — | $0 | $437K | 11.2% | |
| Principal Core Fix Inc R3 Fd | Common Stock | — | $0 | $411K | 10.6% | |
| Prin LifeTime 2020 R3 Fund | Other securities | — | $0 | $408K | 10.5% | |
| Prin LifeTime 2025 R3 Fund | Other securities | — | $0 | $394K | 10.2% | |
| Prin LifeTime Str Inc R3 Fund | Common Stock | — | $0 | $221K | 5.7% | |
| Principal Int'l Eq Index R3 Fd | Other securities | — | $0 | $181K | 4.7% | |
| Prin SmCap S&P 600 Idx R3 Fund | Other securities | — | $0 | $175K | 4.5% | |
| PIMCO Income R Fund | Other securities | — | $0 | $113K | 2.9% | |
| Prin Fixed Inc Guar Option | Common Stock | — | $0 | $66K | 1.7% | |
| JP Morgan Equity Income R2 Fd | Other securities | — | $0 | $55K | 1.4% | |
| Prin LifeTime 2030 R3 Fund | Other securities | — | $0 | $50K | 1.3% | |
| Prin LifeTime 2040 R3 Fund | Other securities | — | $0 | $47K | 1.2% | |
| Amer Funds New World R3 Fund | Other securities | — | $0 | $47K | 1.2% | |
| Prin LifeTime 2050 R3 Fund | Other securities | — | $0 | $45K | 1.2% | |
| Prin LifeTime 2035 R3 Fund | Other securities | — | $0 | $43K | 1.1% | |
| Macquarie Small Cap Value R Fu | Other securities | — | $0 | $39K | 1.0% | |
| Fidelity ADV Hi Inc Advtg Fund | Common Stock | — | $0 | $36K | 0.9% | |
| Prin LifeTime 2045 R3 Fund | Other securities | — | $0 | $32K | 0.8% | |
| Allspring Spec Mid Cap Value A | Other securities | — | $0 | $23K | 0.6% | |
| AB Large Cap Growth R Fund | Other securities | — | $0 | $22K | 0.6% | |
| Prin LargeCap Growth I R3 Fund | Other securities | — | $0 | $22K | 0.6% | |
| Prin LgCap S&P 500 Idx R3 Fund | Other securities | — | $0 | $15K | 0.4% | |
| Prin LifeTime 2055 R3 Fund | Other securities | — | $0 | $14K | 0.4% | |
| JanusHenderson Triton R | Other securities | — | $0 | $13K | 0.3% | |
| Etn Vnc Atl Cp SMID-Cap R Fd | Other securities | — | $0 | $13K | 0.3% | |
| MFS Intl Growth R2 Fund | Other securities | — | $0 | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
