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 |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 HYBR 2030 CIT Z PRINCIPAL GLOBAL INSVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $1.8M | 19.9% |
| PRIN LIFETIME HYBR 2040 CIT Z |
| Indirect comp |
|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV. ADV. PARTICIPANTS | $0 | — |
Common Collective Trust |
| $1.2M |
| 13.1% |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INSVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $1.0M | 11.7% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INSVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $848K | 9.5% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $330K | 3.7% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $315K | 3.5% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $275K | 3.1% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INSVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $272K | 3.0% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $137K | 1.5% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $106K | 1.2% |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | $83K | 0.9% |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $82K | 0.9% |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $26K | 0.3% |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | $10K | 0.1% |
