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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifestyle Index 2030 R6 | Mutual Funds | — | — | $1.2M | 16.8% | |
| Nuveen Lifestyle Index 2050 R6 | Mutual Funds | — | — | $940K | 13.2% | |
| Nuveen Lifestyle Index 2040 R6 | Mutual Funds | — | — | $698K | 9.8% | |
| Nuveen Lifestyle Index 2055 R6 | Mutual Funds | — | — | $497K | 7.0% | |
| Nuveen Lifestyle Index 2045 R6 | Mutual Funds | — | — | $495K | 6.9% | |
| Nuveen Lifestyle Index 2035 R6 | Mutual Funds | — | — | $445K | 6.2% | |
| Nuveen Lifestyle Index 2060 R6 | Mutual Funds | — | — | $434K | 6.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $365K | 5.1% | |
| American Funds New Economy | Mutual Funds | — | — | $226K | 3.2% | |
| Invesco Core Plus Bond | Mutual Funds | — | — | $222K | 3.1% | |
| American Funds Growth | Mutual Funds | — | — | $195K | 2.7% | |
| MFS Research International | Mutual Funds | — | — | $183K | 2.6% | |
| Nuveen Lifestyle Index 2010 R6 209 Nuveen Lifestyle Index 2020 R6 | Mutual Funds | — | — | $156K | 2.2% | |
| Nuveen Lifestyle Index 2065 R6 | Mutual Funds | — | — | $146K | 2.0% | |
| s (a) Principal Life Insurance Company S&P 400 Index Separate | Pooled Separate Accounts | — | — | $141K | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $141K | 2.0% | |
| Participant Loans 4.25%-9.50% | Bonds / Notes | — | — | $130K | 1.8% | |
| Vanguard Midcap Value Index Admiral | Mutual Funds | — | — | $93K | 1.3% | |
| American Funds US Gov MM R6 | Mutual Funds | — | — | $92K | 1.3% | |
| Cohen & Steers Real Estate Securities | Other securities | — | — | $78K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $78K | 1.1% | |
| Nuveen Lifestyle Index 2025 R6 | Mutual Funds | — | — | $74K | 1.0% | |
| Transamerica International Equity | Other securities | — | — | $53K | 0.7% | |
| JP Morgan Large Cap Value R6 | Other securities | — | — | $50K | 0.7% | |
| Vanguard Short-Term Corporate Bond Index Admiral | Mutual Funds | — | — | $48K | 0.7% | |
| Nuveen Lifestyle Index Retirement Income Fund | Mutual Funds | — | — | $42K | 0.6% | |
| Nationwide Geneva Small Cap Growth | Other securities | — | — | $31K | 0.4% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $20K | 0.3% | |
| American Funds New World | Mutual Funds | — | — | $7K | 0.1% | |
| BlackRock Midcap Growth Equity | 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.
