Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
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 LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $2.7M | 25.7% | |
| Participant Loans | Participant loans | — | $0 | $1.1M | 10.7% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.1M | 10.7% | |
| Principal LifeTime 2050 Separate Account | Other securities | — | $0 | $937K | 8.9% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $937K | 8.9% | |
| Principal LifeTime 2040 Separate Account | Other securities | — | $0 | $842K | 8.0% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $842K | 8.0% | |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | $0 | $548K | 5.2% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $500K | 4.8% | |
| Principal MidCap Separate Account | Other securities | — | $0 | $500K | 4.8% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $460K | 4.4% | |
| Principal Global Investors Diversified International | Other securities | — | $0 | $361K | 3.4% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $361K | 3.4% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $358K | 3.4% | |
| PRIN SAM FLEXIBLE INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | $0 | $286K | 2.7% | |
| PRIN HIGH YIELD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | $0 | $268K | 2.6% | |
| Cohen & Steers Real Estate Securities A | Other securities | — | $0 | $238K | 2.3% | |
| Principal Liquid Assets Separate Account | Other securities | — | $0 | $229K | 2.2% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $229K | 2.2% | |
| Principal LifeTime 2060 Separate Account | Other securities | — | $0 | $202K | 1.9% | |
| PRIN SAM CONS BALANCED SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $202K | 1.9% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $0 | $162K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $144K | 1.4% | |
| Principal SAM Conservative Balanced Separate Account | Other securities | — | $0 | $143K | 1.4% | |
| Principal SmallCap S&P 600 Index | Other securities | — | $0 | $137K | 1.3% | |
| Fidelity Advisor Growth Opportunities Fund Class A | Other securities | — | $0 | $136K | 1.3% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $132K | 1.3% | |
| Calvert US Large-Cap Core Responsible Index Fund | Other securities | — | $0 | $112K | 1.1% | |
| MFS New Discovery Value Fund Class R3 | Other securities | — | $0 | $110K | 1.0% | |
| PRIN SAM CONS GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $110K | 1.0% | |
| Principal SAM Conservative Growth Separate Account | Other securities | — | $0 | $106K | 1.0% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $106K | 1.0% | |
| PRIN GOVT & HQ BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $58K | 0.6% | |
| Principal Guaranteed Interest Account | Other securities | — | $0 | $58K | 0.6% | |
| Principal SAM Balanced Portfolio Separate Account | Other securities | — | $0 | $55K | 0.5% | |
| PRIN SAM BALANCED SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $51K | 0.5% | |
| MFS International Growth Fund Class R3 | Other securities | — | $0 | $51K | 0.5% | |
| American Funds New World Fund Class R4 | Other securities | — | $0 | $46K | 0.4% | |
| Principal MidCap S&P 400 Index | Other securities | — | $0 | $45K | 0.4% | |
| Principal SAM Strategic Growth Separate Account | Other securities | — | $0 | $43K | 0.4% | |
| Principal International Equity Index Fund | Other securities | — | $0 | $42K | 0.4% | |
| PRIN SAM STRAT GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $42K | 0.4% | |
| Principal LifeTime Strategic Income | Other securities | — | $0 | $40K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $40K | 0.4% | |
| American Funds American Mutual Fund R4 | Other securities | — | $0 | $17K | 0.2% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $17K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Principal Financial Group, Inc. Stock | Common Stock | — | $0 | $2K | <0.1% | |
| Principal Global Investors Government & High Quality Bond | Other securities | — | $0 | $798 | <0.1% | |
| Principal SmallCap Growth Fund I | Other securities | — | $0 | $791 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
