Request URL: https://www.principal.com/InvestmentProfiles/holdings.faces
Investment Type: separateaccount

Principal LifeTime 2055 Separate Account-R6

Portfolio Composition

  as of 02/29/2024
   What's this?

Asset Type Net Short Long U.S. Stocks 66.35% 0.0%   66.35%   Non-U.S. Stocks 29.5% 0.0%   29.5%   U.S. Bonds 2.93% 0.0%   2.93%   Cash 0.71% 0.45%   1.16%   Other 0.36% 0.02%   0.38%   Non-U.S. Bonds 0.15% 0.0%   0.15%   Preferred 0.01% 0.0%   0.01%   Total 100.01%

Top 10 Holdings   as of 02/29/2024    What's this? % of Net Assets Principal Diversified International R-6 15.60 Principal Blue Chip R-6 10.80 Principal LargeCap Growth I R6 10.62 Principal Large Cap S&P 500 Index Inst 10.16 Principal Large Cap Value III Inst 9.42 Principal Equity Income Inst 9.27 Principal Overseas Instl 6.49 Principal MidCap Value I R-6 6.10 Principal MidCap Growth III Inst 4.25 Principal Origin Emerging Markets R6 3.66 Total*: 86.38 *Values may exceed 100% if both long and short positions are included in the portfolio View Full Portfolio Holdings

Morningstar Style Box™   as of 02/29/2024    What's this?

Stock Sector Breakdown   as of 02/29/2024    What's this? % of Net Assets Cyclical 37.89 Basic Materials 3.78 Consumer Cyclical 11.41 Financial Svcs 17.33 Real Estate 5.37 Defensive 18.54 Consumer Defensive 5.26 Healthcare 11.31 Utilities 1.97 Sensitive 43.57 Comm Svcs 5.76 Energy 4.37 Industrials 13.55 Technology 19.89

Analysis   as of 02/29/2024 Average Market Cap (mil): $73,464.40 Price/Earnings Ratio: 17.94 Price/Book Ratio: 2.61 Price/Cash Flow Ratio: 11.66 Turnover Ratio: 10.30% # Stock Holdings: 0 # Bond Holdings: 0 # Other Holdings: 18 Total # of Holdings: 18

© 2024 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Investment options are subject to investment risk. Shares or unit values will fluctuate and investments, when redeemed, may be worth more or less than their original cost. Portfolio holdings are subject to change and companies referenced in this report may not currently be held. Information is current as of the creation of this piece. Keep in mind that portfolio holdings are subject to risk. Click here for a complete list of the most recent publicly available holdings. The full name of this investment option is Principal LifeTime 2055 Separate Account-R6. Principal LifeTime 2055 investment option is available as a mutual fund and as a Separate Account that invests wholly in Institutional class shares of the Principal Funds, Inc. LifeTime 2055 Inst Fund. All voting rights associated with ownership of shares in the mutual fund are the rights of the Separate Account, not of contract holders investing in the Separate Account. For further information on the underlying mutual fund, see the prospectus of the fund (LTFIX) at http://www.principal-funds.com/Principal?site=MF Separate Accounts are available through a group annuity contract with Principal Life Insurance Co. Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company, a member of the Principal Financial Group, Des Moines, IA 50392. See the fact sheet for the full name of the Separate Account. Certain investment options may not be available in all states or U.S. commonwealths. Principal Life Insurance Company reserves the right to defer payments or transfers from Principal Life Separate Accounts as described in the group annuity contracts providing access to the Separate Accounts or as required by applicable law. Such deferment will be based on factors that may include situations such as: unstable or disorderly financial markets; investment conditions which do not allow for orderly investment transactions; or investment, liquidity, and other risks (such as those associated with general and local economic conditions). If you elect to allocate funds to a Separate Account, you may not be able to immediately withdraw them. Before directing retirement funds to a separate account, investors should carefully consider the investment objectives, risks, charges and expenses of the separate account as well as their individual risk tolerance, time horizon and goals. For additional information contact us at 1-800-547-7754 or by visiting principal.com. Not FDIC Insured May Lose Value - Not a Deposit - No Bank Guarantee Not Insured by any Federal Government Agency

Fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions.  The cumulative effect of fees and expenses can substantially reduce the growth of a participant's or beneficiary's retirement account.  Participants and beneficiaries can visit the Employee Benefit Security Administration's website for an example demonstrating the long-term effect of fees and expenses.

S&P Target Date 2055 Index provides varying levels of exposure to equities and fixed income. Each target date allocation is created and retired according to a pre-determined schedule related to the respective target date. International and global investing involves greater risks such as currency fluctuations, political/social instability and differing accounting standards. Equity investment options involve greater risk, including heightened volatility, than fixed-income investment options. Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Asset allocation and diversification do not ensure a profit or protect against a loss. Additionally there is no guarantee this investment option will provide adequate income at or through retirement. The Investment Advisor will display "Multiple Sub-Advisors" for certain target-date, target-risk and specialty investment options where the assets are directed by the Investment Manager to multiple underlying investment options. These underlying investment options may use multiple sub-advisors who are responsible for the day-to-day management responsibilities. There is no guarantee that a target date investment will provide adequate income at or through retirement. A target date fund's (TDF) glidepath is typically set to align with a retirement age of 65, which maybe your plan's normal retirement date (NRD). If your plan's NRD/age is different, the plan may default you to a TDF based on the plans NRD/Age. Participants may choose a TDF that does not match the plan's intended retirement date but instead aligns more to their investment risk. Compare the different TDF's to see how the mix of investments shift based on the TDF glide path. Investment manager/sub-advisor means either the Investment Advisor or Sub-Advisor to the investment option or the underlying asset(s). Principal Life Insurance Company is the Investment Manager as defined by ERISA, with regard to the assets of the Separate Accounts. Principal Global Investors is a member of the Principal Financial Group. Selecting a target date fund series is also authorizing any additional vintage which is launched by the investment provider for the series, and included in their associated materials, to be added to the plan after proper notification. Fixed-income and asset allocation investment options that invest in mortgage securities are subject to increased risk due to real estate exposure. Additional target date portfolios may be added to the Principal LifeTime portfolios series to accommodate plan participants with later normal retirement dates as they enter the workforce. Participants may also choose a portfolio with a target date that does not match the intended retirement date. Compare the different portfolios to see how the mix of investments might shift.