Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $2.7M | 23.4% | |
| Vanguard Growth Index Fund | Other securities | — | — | $1.5M | 12.7% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $736K | 6.3% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $680K | 5.8% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $648K | 5.6% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $642K | 5.5% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $563K | 4.8% | |
| Charles Schwab S&P 500 Index Fund | Other securities | — | — | $504K | 4.3% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $463K | 4.0% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $410K | 3.5% | |
| Parnassus Core Equity Fund | Other securities | — | — | $304K | 2.6% | |
| Vanguard Mid-Cap Index Fund | Other securities | — | — | $248K | 2.1% | |
| Putnam Large Cap Value Fund | Other securities | — | — | $221K | 1.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $217K | 1.9% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $183K | 1.6% | |
| Washington Mutual Investors Fund | Other securities | — | — | $174K | 1.5% | |
| Vanguard Small-Cap Growth Index Fund | Other securities | — | — | $157K | 1.3% | |
| Principal Strategic Income Separate Account | Other securities | — | — | $131K | 1.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $131K | 1.1% | |
| Participant Loans Interest rates ranging from 5.25 - 10.50 percent with $b b - | Participant loans | — | — | $127K | 1.1% | |
| Vanguard Emerging Markets Stock Index Fund | Other securities | — | — | $123K | 1.1% | |
| EuroPacific Growth Fund | Other securities | — | — | $119K | 1.0% | |
| American Funds Growth Fund of America | Other securities | — | — | $108K | 0.9% | |
| Vanguard Developed Markets Index Fund | Other securities | — | — | $103K | 0.9% | |
| Vanguard Mid-Cap Growth Index Fund | Other securities | — | — | $89K | 0.8% | |
| Vanguard Mid-Cap Value Index Fund | Other securities | — | — | $81K | 0.7% | |
| PIMCO Income Fund | Other securities | — | — | $80K | 0.7% | |
| Cohen & Steers Institutional Realty Shares Inc | Common Stock | — | — | $77K | 0.7% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $53K | 0.5% | |
| Vanguard High-Yield Corporate Fund | Other securities | — | — | $47K | 0.4% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $36K | 0.3% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $32K | 0.3% | |
| Janus Henderson Small Cap Value Fund | Other securities | — | — | $18K | 0.2% | |
| American Funds New Perspective Fund | Other securities | — | — | $12K | 0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $10K | <0.1% | |
| American Funds New World Fund Inc | Common Stock | — | — | $3K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $605 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
