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 | $45K | — |
| PRIME PENSIONS NORTHWEST, LLC | 87-3599091 | — | TPA | $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 | |||||
|---|---|---|---|---|---|---|
| PRIME LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.6M | 9.4% | |
| Vanguard 500 Index Admiral Fund Registered investment company | Other securities | — | — | $2.2M | 7.9% | |
| PRIME LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 7.1% | |
| Vanguard Equity-Inc Adm Fund Registered investment company | Common Stock | — | — | $1.9M | 6.7% | |
| PRIME LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 6.0% | |
| Blackrock Strat Inc Opp Inst Fund Registered investment company | Common Stock | — | — | $1.6M | 5.7% | |
| PIMCO Income Institutional Fund Registered investment company | Other securities | — | — | $1.6M | 5.5% | |
| Blackrock Sys Multi-Strat Inst. Fund Registered investment company | Other securities | — | — | $1.3M | 4.5% | |
| Eaton Vance Atl Cp SMID-Cap A Fund Registered investment company | Other securities | — | — | $1.2M | 4.4% | |
| PRIME LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 4.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.7% | |
| PRIME LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.0M | 3.7% | |
| AB US LG CP GR CIT W SRS P1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $976K | 3.5% | |
| MFS Intl Instrinsic Value R3 Fund Registered investment company | Other securities | — | — | $927K | 3.3% | |
| Dodge & Cox Intl Stock Fund Registered investment company | Other securities | — | — | $901K | 3.2% | |
| DoubleLine Core Fixed Inc I Fund Registered investment company | Common Stock | — | — | $777K | 2.8% | |
| Vanguard Ttl Intl Stock Idx Adm Fund Registered investment company | Other securities | — | — | $745K | 2.7% | |
| Vanguard Sm Cap Index Adm Fund Registered investment company | Other securities | — | — | $724K | 2.6% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $704K | 2.5% | |
| PRIME LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $642K | 2.3% | |
| American Funds New World R6 Registered investment company | Other securities | — | — | $524K | 1.9% | |
| PRIME LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $454K | 1.6% | |
| PRIME LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $427K | 1.5% | |
| PRIME LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $259K | 0.9% | |
| PRIME LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $82K | 0.3% | |
| Vanguard Mid Cap Index Adm Fund Registered investment company | Other securities | — | — | $51K | 0.2% | |
| Vanguard RE Index Adm Fund Registered investment company | Other securities | — | — | $31K | 0.1% | |
| PRIME LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $12K | <0.1% | |
| SEI Trust Company Collective investment trust | Common Collective Trusts | — | — | $6K | <0.1% | |
| COHEN & STEERS US REALTY A FND SEI TRUST COMPANY · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $6K | <0.1% | |
| PIMCO Intl Bond (USD-HDG) I Fund Registered investment company | Other securities | — | — | $5K | <0.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Fund Registered investment company | Other securities | — | — | $1K | <0.1% | |
| Principal Fixed Income Guaranteed Insurance company general | Other securities | — | — | $1K | <0.1% | |
| PRIME LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $411 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.