This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $187K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401(K) ADVISORS INC | 33-0905143 | — | 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.
| % of plan | |||
|---|---|---|---|
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | $7.3M | 19.0% |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | $5.6M | 14.6% |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | $4.2M | 11.0% |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | $3.9M | 10.1% |
| LARGE CAP GRWTH FUND IV CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | $3.2M | 8.3% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $2.3M | 6.1% |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | $1.7M | 4.5% |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | $842K | 2.2% |
| GREATGRAY EURO GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | $766K | 2.0% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $383K | 1.0% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $317K | 0.8% |
| SMALL CAP GR FD FEE CL I1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | $205K | 0.5% |
| RETIREPILOT CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304101 / PN 001 | Common Collective Trust | $54K | 0.1% |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | $44K | 0.1% |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | $44K | 0.1% |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | $44K | 0.1% |
| RETIREPILOT CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304102 / PN 001 | Common Collective Trust | $22K | <0.1% |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | $8K | <0.1% |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | $5K | <0.1% |
| RETIREPILOT CONSERV 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304104 / PN 001 | Common Collective Trust | $1K | <0.1% |
| EMERGING MARKETS I1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | $0 | <0.1% |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | $0 | <0.1% |
