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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $2K | — |
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 LIFETIMEHYBR 2045 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $4.3M | 21.4% |
| PRIN LIFETIMEHYBR 2040 CIT-Z |
Common Collective Trust |
| $2.9M |
| 14.3% |
| PRIN LIFETIMEHYBR 2050 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $2.3M | 11.2% |
| PRIN LIFETIMEHYBR 2035 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $1.7M | 8.5% |
| PRIN LIFETIMEHYBR 2030 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $1.3M | 6.7% |
| PRIN LGCP S7P 500 INDIX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $1.2M | 5.8% |
| PRIN LIFETIMEHYBR 2055 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $1.2M | 5.8% |
| PRIN LIFETIME HYBR 2060 CITZ PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $604K | 3.0% |
| PRIN LIFETIME HYBR 2020 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $585K | 2.9% |
| PRIN LIFE TIME HYBR 2015 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CIT-Z · EIN 26-6447574 / PN 002 | Common Collective Trust | $439K | 2.2% |
| PRINLIFETIMEHYBR 2025 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $399K | 2.0% |
| PRIN LARGECAP GROWITH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $382K | 1.9% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 118 | Pooled Separate Account | $191K | 0.9% |
| PRIN LIFETIMEHYBRINC CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $189K | 0.9% |
| PRIN LIFETIME HYBR 2065 CITZ PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $104K | 0.5% |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIAPL LIFE INSURANCE CO · EIN 42-0127290 / PN 118 | Pooled Separate Account | $103K | 0.5% |
| PRIN LIFE TIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |
