Principal Financial Group, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $619.72M | 0.03% | 6,877,399 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $452.97M | 0.03% | 5,026,875 NS | $1.42T | FIGI |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | VO | $421.97M | 0.21% | 4,682,831 NS | $198.27B | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $229.23M | 0.03% | 2,543,931 NS | $720.54B | FIGI |
| N/A — | — | $210.53M | 0.03% | 2,336,413 NS | $651.59B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $180.75M | 0.08% | 2,005,907 NS | $225.69B | FIGI |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VOE | $127.01M | 0.37% | 1,409,554 NS | $34.68B | FIGI |
| State Street(R) Financial Select Sector SPDR(… SELECT SECTOR SPDR TRUST | XLF | $120.76M | 0.25% | 1,340,137 NS | $47.79B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $100.45M | 0.03% | 1,114,795 NS | $315.46B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYD | $85.60M | 1.21% | 949,981 NS | $7.05B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $75.13M | 0.16% | 833,741 NS | $48.22B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $44.90M | 0.06% | 498,332 NS | $69.79B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $37.51M | 0.03% | 416,278 NS | $117.66B | FIGI |
| First Trust Morningstar Dividend Leaders Inde… First Trust Exchange-Traded Fund | FDL | $32.84M | 0.45% | 364,467 NS | $7.35B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $30.85M | 0.07% | 342,340 NS | $46.62B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $28.20M | 0.20% | 312,967 NS | $14.16B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $23.67M | 0.03% | 262,666 NS | $79.62B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $22.94M | 0.04% | 254,567 NS | $64.18B | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $22.48M | 0.28% | 249,418 NS | $8.07B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $21.10M | 0.07% | 234,103 NS | $31.78B | FIGI |
| Touchstone Funds Group Trust-Touchstone Divid… Touchstone Funds Group Trust | — | $16.29M | 0.71% | 180,808 NS | $2.29B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $16.10M | 0.03% | 178,649 NS | $51.91B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $15.01M | 0.06% | 166,540 NS | $24.08B | FIGI |
| MFS Total Return Fund MFS Series Trust V | — | $13.97M | 0.19% | 155,038 NS | $7.47B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $13.96M | 0.03% | 154,874 NS | $42.78B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $11.28M | 0.03% | 125,172 NS | $34.99B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $11.26M | 0.03% | 124,955 NS | $36.29B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $10.99M | 0.02% | 121,966 NS | $58.89B | FIGI |
| AQR Equity Market Neutral Fund AQR Funds | — | $10.53M | 0.32% | 116,884 NS | $3.31B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $9.65M | 0.04% | 107,082 NS | $26.03B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $9.37M | 0.03% | 104,012 NS | $30.28B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $9.22M | 0.19% | 102,352 NS | $4.89B | FIGI |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | FLQM | $8.60M | 0.52% | 95,456 NS | $1.67B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $8.40M | 0.03% | 93,185 NS | $25.58B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $8.38M | 0.29% | 92,991 NS | $2.92B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $8.23M | 0.01% | 91,373 NS | $129.17B | FIGI |
| iShares U.S. Insurance ETF iShares Trust | IAK | $7.93M | 2.13% | 88,058 NS | $372.07M | FIGI |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | KIE | $7.92M | 1.90% | 87,907 NS | $417.91M | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $7.68M | 0.02% | 85,240 NS | $30.85B | FIGI |
| VictoryShares US EQ Income Enhanced Volatilit… Victory Portfolios II | CDC | $7.58M | 1.05% | 84,116 NS | $722.15M | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $6.91M | 0.03% | 76,665 NS | $21.10B | FIGI |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $6.75M | 0.21% | 74,962 NS | $3.17B | FIGI |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | DLN | $6.46M | 0.11% | 71,727 NS | $5.65B | FIGI |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | — | $5.63M | 0.03% | 62,438 NS | $17.64B | FIGI |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $5.55M | 0.39% | 61,621 NS | $1.43B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $5.40M | 0.03% | 59,911 NS | $17.05B | FIGI |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $5.33M | 0.03% | 59,102 NS | $15.97B | FIGI |
| Stock Index Fund Northern Funds | — | $5.22M | 0.03% | 57,924 NS | $16.63B | FIGI |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $4.00M | 0.03% | 44,394 NS | $12.53B | FIGI |
| VictoryShares US Large Cap High Div Volatilit… Victory Portfolios II | CDL | $3.95M | 1.05% | 43,857 NS | $376.61M | FIGI |