Principal Financial Group, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | — | $504.6K | 0.52% | 5,600 NS | $96.97M | FIGI |
| First Trust S&P 500 Diversified Dividend Aris… First Trust Exchange-Traded Fund VI | KNGZ | $490.6K | 0.88% | 5,444 NS | $55.89M | FIGI |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $486.1K | 0.02% | 5,394 NS | $2.02B | FIGI |
| SFT Index 500 Fund Securian Funds Trust | — | $480.8K | 0.03% | 5,336 NS | $1.53B | FIGI |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | — | $461.0K | 0.02% | 5,116 NS | $2.59B | FIGI |
| Eaton Vance Tax-Managed Buy-Write Income Fund — | — | $454.3K | 0.10% | 5,042 NS | $463.09M | FIGI |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $450.6K | 0.15% | 5,000 NS | $293.14M | FIGI |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | — | $450.1K | 0.15% | 4,995 NS | $296.17M | FIGI |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | MODL | $450.0K | 0.06% | 4,994 NS | $800.55M | FIGI |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | — | $442.3K | 0.03% | 4,908 NS | $1.38B | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $441.9K | 0.03% | 4,904 NS | $1.58B | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $437.2K | 0.03% | 4,852 NS | $1.29B | FIGI |
| State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | EFIV | $430.4K | 0.05% | 4,776 NS | $913.68M | FIGI |
| Allspring Index Fund ALLSPRING FUNDS TRUST | — | $425.9K | 0.03% | 4,727 NS | $1.36B | FIGI |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | — | $423.5K | 0.02% | 4,700 NS | $2.73B | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $416.9K | 0.00% | 4,627 NS | $12.51B | FIGI |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | — | $387.3K | 0.06% | 4,298 NS | $613.75M | FIGI |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | NTSX | $386.5K | 0.03% | 4,289 NS | $1.20B | FIGI |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | — | $372.5K | 0.03% | 4,134 NS | $1.17B | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $356.6K | 0.01% | 3,957 NS | $2.87B | FIGI |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund… | — | $349.9K | 0.03% | 3,883 NS | $1.10B | FIGI |
| M Large Cap Value Fund M FUND INC | — | $342.4K | 0.18% | 3,800 NS | $192.40M | FIGI |
| Gotham Index Plus Fund FundVantage Trust | — | $329.0K | 0.03% | 3,651 NS | $1.09B | FIGI |
| Calvert US Large-Cap Core Responsible Index E… Morgan Stanley ETF Trust | CVLC | $318.4K | 0.05% | 3,533 NS | $695.91M | FIGI |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | — | $316.9K | 0.03% | 3,517 NS | $1.03B | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $314.4K | 0.03% | 3,489 NS | $1.08B | FIGI |
| Penn Series Index 500 Fund Penn Series Funds Inc | — | $289.1K | 0.03% | 3,208 NS | $877.84M | FIGI |
| Value Equity Index Fund GuideStone Funds | — | $288.3K | 0.05% | 3,199 NS | $528.78M | FIGI |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | — | $285.8K | 0.02% | 3,172 NS | $1.78B | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $283.9K | 0.03% | 3,151 NS | $883.82M | FIGI |
| JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | — | $276.6K | 0.08% | 3,070 NS | $368.18M | FIGI |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | — | $261.3K | 0.03% | 2,900 NS | $826.77M | FIGI |
| Stratified LargeCap Index ETF Exchange Listed Funds Trust | SSPY | $253.1K | 0.22% | 2,809 NS | $115.57M | FIGI |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | FELV | $252.3K | 0.01% | 2,800 NS | $2.65B | FIGI |
| AQR MS Fusion HV Fund AQR Funds | — | $249.1K | 0.43% | 2,764 NS | $58.49M | FIGI |
| Clearwater Core Equity Fund Clearwater Investment Trust | — | $248.4K | 0.02% | 2,757 NS | $1.39B | FIGI |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $246.6K | 0.03% | 2,737 NS | $781.41M | FIGI |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | — | $236.0K | 0.04% | 2,619 NS | $667.85M | FIGI |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | — | $227.3K | 0.03% | 2,522 NS | $734.52M | FIGI |
| Parametric Hedged Equity ETF Morgan Stanley ETF Trust | PHEQ | $226.2K | 0.19% | 2,510 NS | $121.78M | FIGI |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | — | $225.3K | 0.00% | 2,500 NS | $16.50B | FIGI |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | XVV | $221.9K | 0.04% | 2,463 NS | $611.19M | FIGI |
| State Street(R) SPDR(R) MSCI USA Gender Diver… SPDR SERIES TRUST | SHE | $220.2K | 0.08% | 2,444 NS | $268.70M | FIGI |
| PIMCO RAFI ESG U.S. ETF PIMCO Equity Series | RAFE | $220.1K | 0.17% | 2,443 NS | $126.99M | FIGI |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | — | $219.1K | 0.02% | 2,431 NS | $1.16B | FIGI |
| JNL/Mellon World Index Fund JNL Series Trust | — | $218.8K | 0.03% | 2,428 NS | $843.30M | FIGI |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | — | $198.5K | 0.03% | 2,203 NS | $643.40M | FIGI |
| Point Bridge America First ETF ETF Series Solutions | MAGA | $195.7K | 0.64% | 2,172 NS | $30.79M | FIGI |
| Nomura VIP Total Return Series Delaware VIP Trust | — | $194.8K | 0.55% | 2,162 NS | $35.21M | FIGI |
| First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund | FCTR | $191.4K | 0.38% | 2,124 NS | $49.98M | FIGI |