Plan5500

Principal Global Investors Trust Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Principal Global Investors Trust Company (EIN 27-5280363) is a plan sponsor located in Portland, OR with 14 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-5280363
Location
Portland, OR
Loaded plans
14
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4BSummed across loaded plans$2,374,717,839
Total reported assets$2.4B$2,377,117,111
Total reported participantsNot reported
Total reported liabilities$2.4M$2,399,272

Reported net position

Reported assets = net assets + liabilities (summed)$2.4B total assets
Net assets$2.4BLiabilities$2.4M
Contributions & income
Total income / additions$349.3M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$7.2M
Net increase / (decrease)$342.1M

Data coverage

Plans with financial statements14 / 14 (100%)
Plans with provider compensation0 / 14 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets26%Principal Lifetime 2030 Cit
Loaded plans14
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Principal Lifetime 2030 Cit$608.3M
    Plan #003 · not reported in the loaded dataset participants · 2023
  2. 2
    Principal Lifetime 2050 Cit$425.6M
    Plan #005 · not reported in the loaded dataset participants · 2023
  3. 3
    Principal Lifetime 2040 Cit$398.5M
    Plan #004 · not reported in the loaded dataset participants · 2023
  4. 4
    Principal Lifetime 2020 Cit$261.6M
    Plan #002 · not reported in the loaded dataset participants · 2023
  5. 5
    Principal Lifetime 2025 Cit$118.7M
    Plan #009 · not reported in the loaded dataset participants · 2023
  6. 6
    Principal Lifetime 2035 Cit$118M
    Plan #010 · not reported in the loaded dataset participants · 2023
  7. 7
    Principal Lifetime 2060 Cit$102.9M
    Plan #007 · not reported in the loaded dataset participants · 2023
  8. 8
    Principal Lifetime Strategic Income Cit$99.5M
    Plan #006 · not reported in the loaded dataset participants · 2023
  9. 9
    Principal Lifetime 2055 Cit$98.3M
    Plan #012 · not reported in the loaded dataset participants · 2023
  10. 10
    Principal Lifetime 2045 Cit$94.1M
    Plan #011 · not reported in the loaded dataset participants · 2023
  11. 11
    Principal Lifetime 2065 Cit$33.7M
    Plan #013 · not reported in the loaded dataset participants · 2023
  12. 12
    Principal Lifetime 2015 Cit$16.3M
    Plan #008 · not reported in the loaded dataset participants · 2023

Search all 14 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Principal Global Investors Trust Company
YearPlanParticipantsSchedulesFiling
2023Principal Lifetime 2010 Citnot reported in the loaded datasetH20241011122647NAL0044281458001
2023Principal Lifetime 2015 Citnot reported in the loaded datasetH20241011122801NAL0022736625001
2023Principal Lifetime 2020 Citnot reported in the loaded datasetH20241011122912NAL0010912723001
2023Principal Lifetime 2025 Citnot reported in the loaded datasetH20241011123013NAL0012484035001
2023Principal Lifetime 2030 Citnot reported in the loaded datasetH20241011123127NAL0038718528001
2023Principal Lifetime 2035 Citnot reported in the loaded datasetH20241011123227NAL0022741713001
2023Principal Lifetime 2040 Citnot reported in the loaded datasetH20241011123424NAL0043682322001
2023Principal Lifetime 2045 Citnot reported in the loaded datasetH20241011123538NAL0021863905001

Related Form 5500 pages