Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Plans

  • planMorley Income Fund IvFinancial statement2023 filing
    $1.4Breported assets (EOY)
    Sponsor: Principal Global Investors Trust CompanyEIN: 87-2436130Plan: 001Participants: not reported in the loaded datasetAssets: $1,400,992,995Net assets: $1.1BLocation: Portland, ORLatest: 2023
    View financial statement