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Brotz Named Principal Funds Regional Vice President

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Principal Funds today announced the promotion of Susie Brotz to regional vice president, effective January 1, 2015. In this role, Brotz will be responsible for leading a 15-member sales team focused on broker/dealer mutual fund sales in the Northeast and mid-Atlantic states.

“Susie’s commitment to our industry and passion for the business make her a perfect fit for this role,” said Tim Hill, national sales director for Principal Funds. “As a firm, we continue to experience tremendous growth-sales increasing threefold in less than four years-and I’m confident in Susie’s ability to keep the positive momentum going.”

With more than 15 years of experience in the financial services industry, Brotz currently serves as a key account manager for Principal Funds. Prior to joining Principal Funds in 2005, she was a manager at Robert W. Baird & Co., overseeing the mutual fund product department.

Brotz earned a bachelor’s degree in Italian from the University of Wisconsin-Madison. She is on the board of Heiliger Huegel, a private ski club in Wisconsin.

About Principal Funds
Principal Funds is a leading provider of mutual funds, with $118.4 billion in assets under management.1 Principal Funds brings expertise in global investment management, asset allocation and retirement leadership to financial professionals and investors. Including its target-risk and target-date offerings, Principal Funds is the fifth largest manager of lifecycle funds in the industry.2 Principal Funds are distributed by Principal Funds Distributor, Inc. The companies that make up Principal Funds are members of the Principal Financial Group(R). For more information, visit

About the Principal Financial Group
The Principal Financial Group(R) (The Principal(R))3 is a global investment management leader offering retirement services, insurance solutions and asset management. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. Founded in 1879 and a member of the FORTUNE 500(R), the Principal Financial Group has $513.5 billion in assets under management4 and serves some 19.5 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG. For more information, visit

1 As of September 30, 2014. Includes all share classes of the Principal Funds, Inc. and Principal Variable Contracts Funds, Inc.
2 Strategic Insight Mutual Fund Lifecycle Report Q3 2014.
3 “The Principal Financial Group” and “The Principal” are registered service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.
4 As of Sept. 30, 2014.

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