Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $159K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2.3M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.A. | 13-5381590 | — | AUDITOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DICKINSON WRIGHT PLLC | 38-1364333 | — | LEGAL | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $323.1M | 13.1% | |
| LIFETIME HYBRID 2030 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $272.8M | 11.0% | |
| LIFETIME HYBRID 2040 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $238.4M | 9.7% | |
| Employer Securities * Magna International Inc. common stock | Common Stock | — | $279.1M | $231.3M | 9.4% | |
| LIFETIME HYBRID 2050 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $186.0M | 7.5% | |
| JPMCB LARGE CAP GROWTH CIT A JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $170.4M | 6.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $153.2M | 6.2% | |
| LIFETIME HYBRID 2020 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $104.4M | 4.2% | |
| Fidelity SM CAP Index Fund | Other securities | — | — | $93.5M | 3.8% | |
| Fidelity MID CP Index Fund | Other securities | — | — | $83.9M | 3.4% | |
| EQUITY INCOME SEP. ACCT. PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 120 | Pooled Separate Account | — | — | $64.1M | 2.6% | |
| Prin Div Intl SA-I5 | Common Stock | — | — | $63.5M | 2.6% | |
| DIVERSIFIED INT'L SEP. ACCT. PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $63.5M | 2.6% | |
| Participant Loans 10.50%) 0 | Bonds / Notes | — | — | $62.7M | 2.5% | |
| LIFETIME HYBRID 2045 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $58.0M | 2.3% | |
| LIFETIME HYBRID 2035 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $55.3M | 2.2% | |
| CORE PLUS BOND SEP. ACCT. PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $53.9M | 2.2% | |
| LIFETIME HYBRID 2055 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $48.7M | 2.0% | |
| LIFETIME HYBRID 2060 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $45.8M | 1.9% | |
| LIFETIME HYBRID 2025 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $37.7M | 1.5% | |
| U.S. PROPERTY SEP. ACCT. PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $33.4M | 1.4% | |
| Fidelity US Bond Index Fund | Other securities | — | — | $27.3M | 1.1% | |
| Fidelity Total Int Index Fund | Other securities | — | — | $19.1M | 0.8% | |
| LIFETIME HYBRID INCOME CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $16.3M | 0.7% | |
| Vanguard Emerging Mkt Stk Index Fund | Other securities | — | — | $11.7M | 0.5% | |
| LIFETIME HYBRID 2065 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $5.9M | 0.2% | |
| LIFETIME HYBRID 2015 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $4.8M | 0.2% | |
| Principal Life Insurance Company Principal Pension Builder | Other securities | — | — | $3.2M | 0.1% | |
| LIFETIME HYBRID 2070 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| LARGECAP GROWTH I SEP. ACCT. PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | 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.
