Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $72K | — |
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 HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.2M | 26.6% | |
| PRIN LIFETIME 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 12.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 10.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 9.7% | |
| PRINC LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $959K | 8.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $786K | 6.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $457K | 3.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $418K | 3.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $370K | 3.1% | |
| with Insurance Company * Principal Life Insurance Company Guaranteed Interest Fund | Guaranteed Income / GIC | — | — | $301K | 2.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $213K | 1.8% | |
| Participant Loans Interest Rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $194K | 1.6% | |
| MFS Investment Management Mid-Cap Growth | Other securities | — | — | $164K | 1.4% | |
| The American Funds Wshmut Inv R6 FD | Other securities | — | — | $163K | 1.4% | |
| Registered Investment Companies The American Funds Balanced R6 FD | Other securities | — | — | $162K | 1.4% | |
| Vanguard Group Growth Index ADM Fund | Common Stock | — | — | $148K | 1.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $86K | 0.7% | |
| Vanguard Group Total Bond Market Index | Common Stock | — | — | $85K | 0.7% | |
| Vanguard Group Midcap Value Index ADM Fund | Common Stock | — | — | $68K | 0.6% | |
| JP Morgan Funds Equity Income | Other securities | — | — | $56K | 0.5% | |
| Vanguard Group Small Cap Value Index | Common Stock | — | — | $45K | 0.4% | |
| Janus International Holding, LLC Janushenderson Triton N | Other securities | — | — | $44K | 0.4% | |
| Vanguard Group International Growth ADM Fund | Common Stock | — | — | $35K | 0.3% | |
| The American Funds Newprsp R6 Fnd | Other securities | — | — | $29K | 0.2% | |
| Vanguard Group Midcap Growth Index ADM Fund | Common Stock | — | — | $28K | 0.2% | |
| Principal Life Insurance Company Principal Large Cap Growth I | Other securities | — | — | $18K | 0.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $18K | 0.2% | |
| Vanguard Group Small Cap Growth Index | Common Stock | — | — | $18K | 0.1% | |
| Western Asset Management Co. Cr Pls BD Is Fund | Common Stock | — | — | $14K | 0.1% | |
| Dimensional Fund Advisors US Core Equity 2 Fund | Other securities | — | — | $12K | 0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $11K | <0.1% | |
| Principal Life Insurance Company Principal Diversified International | Other securities | — | — | $10K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $10K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $9K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $9K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $8K | <0.1% | |
| Fidelity Investments Small Cap Index Fund | Other securities | — | — | $7K | <0.1% | |
| Oppenheimer Inv International Div Fund | Other securities | — | — | $3K | <0.1% | |
| Franklin Templeton Investments Small Cap Value | Other securities | — | — | $2K | <0.1% | |
| The American Funds Newworld R6 | Other securities | — | — | $2K | <0.1% | |
| Vanguard Group Equity Income Fund | Common Stock | — | — | $2K | <0.1% | |
| Oppenheimer Inv Oppenheim Int Div | Other securities | — | — | $2K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1K | <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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | OTHER SERVICES | $9K | — |
| HORNOR TOWNSHEND & KENT | 23-1706189 | — | OTHER SERVICES | $0 | — |
| HABBERSTAD MOTORSPORT INC. | 11-2529490 | — | OTHER SERVICES | $0 | — |
