Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $825K | 18.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $806K | 17.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $585K | 12.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $524K | 11.5% | |
| Schwab S&P 500 Index Fund | Other securities | — | — | $520K | 11.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $237K | 5.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $222K | 4.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $212K | 4.6% | |
| Principal Guaranteed Option | Other securities | — | — | $176K | 3.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $74K | 1.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $67K | 1.5% | |
| PGIM Jennison Md Cap Gth R6 Fd | Other securities | — | — | $44K | 1.0% | |
| Overseas Separate Account+ | Other securities | — | — | $36K | 0.8% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $36K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $36K | 0.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $33K | 0.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSUARANCE COMPANY · EIN 42-0124729 / PN 015 | Pooled Separate Account | — | — | $29K | 0.6% | |
| Secs Sep Acct+ | Real Estate | — | — | $27K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSUARANCE COMPANY · EIN 42-0124729 / PN 095 | Pooled Separate Account | — | — | $27K | 0.6% | |
| MidCap S&P 400 Index Sep Acct + | Other securities | — | — | $25K | 0.6% | |
| PRIN MIDCAP S&P 40 IDX SA-Z PRINCIPAL LIFE INSUARANCE COMPANY · EIN 42-0124729 / PN 023 | Pooled Separate Account | — | — | $25K | 0.6% | |
| PRIN LIFETIME HYBR 2065 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $24K | 0.5% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $20K | 0.4% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $15K | 0.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSUARANCE COMPANY · EIN 42-0124729 / PN 043 | Pooled Separate Account | — | — | $9K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSUARANCE COMPANY · EIN 42-0124729 / PN 028 | Pooled Separate Account | — | — | $8K | 0.2% | |
| Fidelity International Idx Fd | Other securities | — | — | $6K | 0.1% | |
| Fidelity US Bond Index Fund | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs Em Mkt Eq Is R6 | Other securities | — | — | $2K | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSUARANCE COMPANY · EIN 42-0124729 / PN 005 | Pooled Separate Account | — | — | $66 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $29K | — |
| PRINCIPAL SECURITIES INC | 42-0941553 | — | CONTRACT ADMINISTRATOR | $0 | — |
