Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANOLOGY, INC. | 46-5341130 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds Principal LifeTime 2035 R3 Fund | Other securities | — | — | $533K | 11.6% | |
| Principal Funds Principal LifeTime 2050 R3 Fund | Other securities | — | — | $524K | 11.4% | |
| Principal Funds Principal LifeTime 2025 R3 Fund | Other securities | — | — | $455K | 9.9% | |
| Principal Funds Principal LifeTime 2020 R3 Fund | Other securities | — | — | $395K | 8.6% | |
| Principal Funds Principal LifeTime 2055 R3 Fund | Other securities | — | — | $393K | 8.6% | |
| Principal Funds Principal LifeTime 2045 R3 Fund | Other securities | — | — | $366K | 8.0% | |
| Principal Funds Principal LifeTime 2030 R3 Fund | Other securities | — | — | $265K | 5.8% | |
| American Funds American Funds Interim Bond Fund of America R3 | Other securities | — | — | $233K | 5.1% | |
| Principal Funds Principal LifeTime 2060 R3 Fund | Other securities | — | — | $190K | 4.2% | |
| Principal Funds Principal MidCap R3 Fund+ | Other securities | — | — | $146K | 3.2% | |
| Principal Funds Principal LifeTime 2015 R3 Fund | Other securities | — | — | $140K | 3.1% | |
| Interest rates ranging from 5.25% - 10.50% with maturities through December 2028. | Bonds / Notes | — | — | $105K | 2.3% | |
| Principal Funds Principal Core Fixed Income R3 Fund+ | Other securities | — | — | $105K | 2.3% | |
| American Funds American Funds Inflation Linked | Other securities | — | — | $96K | 2.1% | |
| Principal Funds Principal LargeCap Growth I R3 Fund+ | Other securities | — | — | $90K | 2.0% | |
| Principal Funds Principal Equity Income R3 Fund+ | Other securities | — | — | $73K | 1.6% | |
| Principal Funds Principal LifeTime 2040 R3 Fund | Other securities | — | — | $66K | 1.4% | |
| Principal Funds Principal LargeCap S&P500 Index R3 Fund | Other securities | — | — | $62K | 1.4% | |
| Principal Funds Principal Real Estate Securities R3 Fund+ | Other securities | — | — | $60K | 1.3% | |
| Principal Funds Principal Capital Appreciation R3 Fund+ | Other securities | — | — | $52K | 1.1% | |
| American Funds American Funds New Wrold R3 Fund | Other securities | — | — | $52K | 1.1% | |
| Principal Funds Principal Diversified International R3 Fund+ | Other securities | — | — | $51K | 1.1% | |
| Principal Funds Principal SmallCap S&P 600 Index R3 Fund+ | Other securities | — | — | $45K | 1.0% | |
| Principal Funds Principal MidCap Value I R3 Fund+ | Other securities | — | — | $33K | 0.7% | |
| Principal Funds Principal LifeTime 2065 R3 Fund | Other securities | — | — | $16K | 0.3% | |
| Principal Funds Principal MidCap S&P 400 Index R3 Fund+ | Other securities | — | — | $15K | 0.3% | |
| Principal Funds Principal SmallCap Growth I R3 Fund+ | Other securities | — | — | $10K | 0.2% | |
| American Funds American Funds US Government Securities R3 Fund | Other securities | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
