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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAIT WELLER & BAKER, LLP | 22-1144520 | — | ACCOUNTANT | $12K | — |
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 |
|---|---|---|---|---|---|---|
| Principal Global Investors | — | — | — | $3.1M |
| 17.5% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.1M | 17.5% |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.9M | 16.4% |
| Principal Life Insurance Company | — | — | — | $2.9M | 16.4% |
| Principal Life Insurance Company | — | — | — | $2.1M | 11.8% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.1M | 11.8% |
| Vanguard Group | — | — | — | $1.9M | 11.1% |
| Principal Life Insurance Company | — | — | — | $1.8M | 10.2% |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.8M | 10.2% |
| Principal Life Insurance Company | — | — | — | $1.3M | 7.2% |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.3M | 7.2% |
| Vanguard Group | — | — | — | $896K | 5.1% |
| Vanguard Group | — | — | — | $704K | 4.0% |
| Vanguard Group | — | — | — | $676K | 3.9% |
| Principal Life Insurance Company | — | — | — | $672K | 3.8% |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $672K | 3.8% |
| Principal Life Insurance Company | — | — | — | $542K | 3.1% |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $542K | 3.1% |
| Vanguard Group | — | — | — | $491K | 2.8% |
| Principal Life Insurance Company | — | — | — | $162K | 0.9% |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $162K | 0.9% |
| Principal Life Insurance Company | — | — | — | $149K | 0.8% |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $149K | 0.8% |
| Participants Loans | Participant loans | — | — | $108K | 0.6% |
| Vanguard Group | — | — | — | $90K | 0.5% |
| Principal Life Insurance Company | — | — | — | $14K | <0.1% |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $14K | <0.1% |
