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 | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.9M | 20.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 14.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.0M | 10.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M | 9.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.3M | 6.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| JPMorgan Large Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $1.0M | 5.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $982K | 5.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $872K | 4.5% | |
| Vanguard 500 Index Fund Mutual Fund N/A | Other securities | — | — | $692K | 3.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $565K | 2.9% | |
| T Rowe Price New Horizons Fund Inc Mutual Fund N/A | Common Stock | — | — | $287K | 1.5% | |
| Janus Henderson Enterprise Fund Mutual Fund N/A | Other securities | — | — | $282K | 1.5% | |
| PGIM Total Return Bond Fund Mutual Fund N/A | Other securities | — | — | $196K | 1.0% | |
| JPMorgan Equity Income Fund Mutual Fund N/A | Other securities | — | — | $135K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $132K | 0.7% | |
| Janus Henderson International Alpha Eq Collective Fd CI U Common Collective Trust Fund N/A | Common Collective Trusts | — | — | $115K | 0.6% | |
| JANUS HND INT ALP EQ CF CL U GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $115K | 0.6% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund N/A | Other securities | — | — | $108K | 0.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $106K | 0.5% | |
| Vanguard Mid-Cap Index Fund Mutual Fund N/A | Other securities | — | — | $96K | 0.5% | |
| Victory Sycamore Established Value Fund Mutual Fund N/A | Other securities | — | — | $82K | 0.4% | |
| Fidelity Emerging Markets Fund Mutual Fund N/A | Other securities | — | — | $72K | 0.4% | |
| Vanguard Small-Cap Index Fund Mutual Fund N/A | Other securities | — | — | $57K | 0.3% | |
| Notes receivable from participants Maturing 2025-2029 at - | Other securities | — | — | $45K | 0.2% | |
| (E) | Other securities | — | — | $45K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $34K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $28K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | <0.1% | |
| BlackRock High Yield Bond Portfolio Mutual Fund N/A | Other securities | — | — | $12K | <0.1% | |
| PGIM Global Total Return Fund Mutual Fund N/A | Other securities | — | — | $12K | <0.1% | |
| BlackRock Strategic Income Opportunities Portfolio Mutual Fund N/A | Other securities | — | — | $6K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
