This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRAT | $22K | — |
| Name | EIN | Location | Relation |
|---|
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HY 2030 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $1.1M | 24.8% |
| PRIN LIFETIME HY 2035 CIT Z115 |
| Direct comp |
|---|
| Indirect comp |
|---|
| NEAR NORTH | 83-3626480 | — | ACCOUNTANT | $26K | — |
Common Collective Trust |
| $632K |
| 13.8% |
| PRIN LIFETIME HY 2045 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $563K | 12.3% |
| PRIN LIFETIME HY 2025 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $424K | 9.2% |
| PRIN LIFETIME HY 2050 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $357K | 7.8% |
| PRIN LIFETIME HY 2040 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $315K | 6.9% |
| PRIN LARGECAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $174K | 3.8% |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $138K | 3.0% |
| PRIN LGCAP S&P 500 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $106K | 2.3% |
| PRIN MIDCAP S&P 400 IDX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $83K | 1.8% |
| PRIN LIFETIME HY 2055 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $82K | 1.8% |
| PRIN SMALLCAP VALUE II SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $74K | 1.6% |
| PRIN SMALLCAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $45K | 1.0% |
| PRIN CAPITAL APPR SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | $39K | 0.9% |
| PRIN REAL ESTATE SECS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $36K | 0.8% |
| PRIN LIFETIME HY 2060 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $36K | 0.8% |
| PRIN EQUITY INCOME SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $33K | 0.7% |
| PRIN LIFETIME HY 2020 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $30K | 0.6% |
| PRIN MIDCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | $29K | 0.6% |
| PRIN CORE FIX INC SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | $26K | 0.6% |
| PRIN DIVERSIFIED INTL SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $25K | 0.5% |
| PRIN MIDCAP GROWTH III SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | $24K | 0.5% |
| PRIN LIFETIME HY INC CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $14K | 0.3% |
| PRIN MIDCAP VALUE I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $12K | 0.3% |
| PRIN GLBL EMERG MARKETS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | $10K | 0.2% |
| PRIN INFLATION PROTECT SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | $10K | 0.2% |
| PRIN CORE PLUS BOND SEP ACT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $8K | 0.2% |
| PRIN LIFETIME HY 2065 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $8K | 0.2% |
| PRIN SMCAP S&P 600 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $8K | 0.2% |
| PRIN HIGH INCOME SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | $6K | 0.1% |
| PRINCIPAL BOND MKT INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | $4K | <0.1% |
| PRIN LIFETIME HY 2015 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $2K | <0.1% |
| PRIN INTL EQUITY INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | $2K | <0.1% |
| PRIN LIFETIME HY 2010 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |
