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 | $13K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z5 |
Common Collective Trust |
| — |
| — |
| $2.7M |
| 21.1% |
| PRIN LIFETIME HYBR 2030 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 12.8% |
| PRIN LIFETIME HYBR 2035 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $917K | 7.1% |
| PRIN LIFETIME HYBR 2050 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $862K | 6.6% |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $784K | 6.0% |
| Principal Life Insurance Company Pooled Separate Account - Principal Equity Inc - | — | — | — | $627K | 4.8% |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $627K | 4.8% |
| PRIN LIFETIME HYBR 2055 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $559K | 4.3% |
| Principal Life Insurance Company Pooled Separate Account - US Property - | — | — | — | $432K | 3.3% |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $432K | 3.3% |
| PRIN LIFETIME HYBR 2045 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $426K | 3.3% |
| PRIN BLUE CHIP SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $407K | 3.1% |
| PRIN LIFETIME HYBR 2060 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $395K | 3.0% |
| PRIN LIFETIME HYBR 2025 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $365K | 2.8% |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $311K | 2.4% |
| BlackRock Registered Investment Company - BlackRock Total Ret Inv A - | — | — | — | $221K | 1.7% |
| PRIN INTL EQ SEPARATE ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $219K | 1.7% |
| PIMCO Funds Registered Investment Company - PIMCO GNMA Govt Sec A - | — | — | — | $194K | 1.5% |
| Principal Life Insurance Company Pooled Separate Account - Mid Cap - | — | — | — | $192K | 1.5% |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $192K | 1.5% |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $177K | 1.4% |
| Principal Life Insurance Company Pooled Separate Account - Small Cap - | — | — | — | $175K | 1.3% |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $175K | 1.3% |
| Participant Loans Range of Interest Rates Range from 5.25% to 10.50% - | Participant loans | — | — | $170K | 1.3% |
| Principal Life Insurance Company Pooled Separate Account - Mid Cap Value I - | — | — | — | $158K | 1.2% |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $158K | 1.2% |
| Principal Life Insurance Company Pooled Separate Account - Large Cap Growth I - | — | — | — | $149K | 1.1% |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $149K | 1.1% |
| PRIN LIFETIME HYBR 2020 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $106K | 0.8% |
| PRIN LIFETIME HYBR 2015 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $95K | 0.7% |
| Principal Life Insurance Company Pooled Separate Account - Global Emerging Mkts | — | — | — | $85K | 0.7% |
| PRIN GLBL EMERG MARKETS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $85K | 0.7% |
| Eaton Vance Registered Investment Company - Etn Vnc Atl Cp SMID-Cap A - | — | — | — | $82K | 0.6% |
| PRIN LIFETIME HYBR 2065 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $68K | 0.5% |
| Principal Life Insurance Company Pooled Separate Account - Intl Small Cap - | — | — | — | $62K | 0.5% |
| PRIN INTL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $62K | 0.5% |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $56K | 0.4% |
| Calvert Funds Registered Investment Company - Calvert Equity A - | — | — | — | $47K | 0.4% |
| Neuberger Berman Management Registered Investment Company - Neub Berm Sust Eq Tr - | — | — | — | $37K | 0.3% |
| Principal Life Insurance Company Pooled Separate Account - Small Cap Growth I - | — | — | — | $28K | 0.2% |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $28K | 0.2% |
| *** Principal Life Insurance Company Insurance General Account - Guaranteed Interest - | — | — | — | $27K | 0.2% |
| Touchstone Registered Investment Company - Touchstone Global ESG Eq A - | — | — | — | $12K | <0.1% |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $9K | <0.1% |
| PRIN LARGECAP VALUE III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $9K | <0.1% |
| Principal Life Insurance Company Pooled Separate Account - Small Cap Value II - | — | — | — | $8K | <0.1% |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $8K | <0.1% |
| PRIN LIFETIME HYBR INC CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2K | <0.1% |
| PRIN LIFETIME HYB 2070 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
