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 | $19K | — |
| DEFINITI, LLC | 85-0833363 | — | CONTRACT ADMINISTRATOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK SECURITIES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 000 | Common Collective Trust | — | — | $529K | 12.9% | |
| PRIN LIFETIME HY 2030 CITY Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $477K | 11.6% | |
| PRIN LIFETIME HY 2045 CITY Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $476K | 11.6% | |
| PRIN LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $438K | 10.7% | |
| PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $403K | 9.8% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $369K | 9.0% | |
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $367K | 8.9% | |
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $254K | 6.2% | |
| maturing through November 2029 | Other securities | — | — | $193K | 4.7% | |
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $113K | 2.7% | |
| Principal Life Insurance Company Principal Diversified International Separate Account R1 | Other securities | — | — | $100K | 2.4% | |
| PRIN DIVERSIFIED INTL SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $100K | 2.4% | |
| PRIN SM CAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $99K | 2.4% | |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $81K | 2.0% | |
| PRIN LIFETIME HYBRID INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $72K | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $48K | 1.2% | |
| PRINC LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $24K | 0.6% | |
| Principal Life Insurance Company Principal Inflation Protection Separate Account R1 | Other securities | — | — | $14K | 0.3% | |
| PRIN INFLATION PROTECT SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $14K | 0.3% | |
| PRIN HIGH INCOME SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BOND SEP ACT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 81-2334025 |
| — |
| OTHER SERVICES |
| $0 |
| — |
