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 | $10K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal SMCP S & P 600 Mutual Fund ** 25 Principal Blue Chip Mutual Fund ** 219 Principal Core Fixed Mutual Fund ** 11 Total Pooled Investments | — | — | — | $455K | 99.7% | |
| Principal Prin LifeTime Hybrid 2045 Mutual Fund | — | — | — | $88K | 19.3% | |
| Principal Prin LifeTime Hybrid 2040 Mutual Fund |
| — |
| — |
| — |
| $80K |
| 17.5% |
| Principal Prin LifeTime Hybrid 2050 Mutual Fund | — | — | — | $52K | 11.4% |
| Principal Prin LifeTime Hybrid 2060 Mutual Fund | — | — | — | $51K | 11.2% |
| Principal Prin LifeTime Hybrid 2030 Mutual Fund | — | — | — | $42K | 9.1% |
| Principal Prin LifeTime Hybrid 2055 Mutual Fund | — | — | — | $33K | 7.2% |
| Principal Prin LifeTime Hybrid 2065 Mutual Fund | — | — | — | $22K | 4.8% |
| Principal Prin LifeTime Hybrid 2025 Mutual Fund | — | — | — | $17K | 3.6% |
| Principal Prin LifeTime Hybrid 2015 Mutual Fund | — | — | — | $7K | 1.5% |
| Principal Prin LifeTime Hybrid 2020 Mutual Fund | — | — | — | $3K | 0.7% |
| Participant Loans Interest rates equal 10.50% | Participant loans | — | — | $1K | 0.3% |
