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 | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $13.3M | 35.9% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $3.9M | 10.6% | |
| Prin Bond Market Index SA-R6 | Common Stock | — | $0 | $3.7M | 9.9% | |
| Prin Equity Income SA-R6 | Common Stock | — | $0 | $2.0M | 5.4% | |
| PRIN LIFETIME HY 2030 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $1.4M | 3.7% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $0 | $1.3M | 3.5% | |
| PRIN LIFETIME HY 2020 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.0M | 2.8% | |
| PRIN LIFETIME HY 2025 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $901K | 2.4% | |
| MFS Intl Intrinsic Value R3 Fd | Other securities | — | $0 | $728K | 2.0% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $728K | 2.0% | |
| PRIN LIFETIME HY 2035 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $721K | 1.9% | |
| PRIN LIFETIME HY 2015 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $706K | 1.9% | |
| PRIN LIFETIME HY 2040 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $629K | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $600K | 1.6% | |
| PIMCO Real Return A Fund | Other securities | — | $0 | $600K | 1.6% | |
| Inv Oppenheim Intl Grw A Fd | Other securities | — | $0 | $568K | 1.5% | |
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $555K | 1.5% | |
| PRIN LIFETIME HY 2045 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $535K | 1.4% | |
| PRINCIPAL GUARANTEED OPTION | Other securities | — | $0 | $500K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $443K | 1.2% | |
| PRIN LIFETIME HY INC CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $442K | 1.2% | |
| JANUSHENDERSON ENTRPRS A | Other securities | — | $0 | $405K | 1.1% | |
| PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $405K | 1.1% | |
| JanusHenderson Triton T | Other securities | — | $0 | $325K | 0.9% | |
| Wasatch Core Growth Fund | Other securities | — | $0 | $290K | 0.8% | |
| JanusHenderson Forty T | Other securities | — | $0 | $287K | 0.8% | |
| VICTORY FUND FOR INCOME R FUND | Other securities | — | $0 | $264K | 0.7% | |
| Cohen & Steers Re Est Sec A Fd | Other securities | — | $0 | $244K | 0.7% | |
| PRIN LIFETIME HY 2060 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $222K | 0.6% | |
| PRIN LIFETIME HY 2055 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $196K | 0.5% | |
| PRIN LIFETIME HY 2065 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $181K | 0.5% | |
| Calvert US Lg Cap Rsp Idx A Fd | Other securities | — | $0 | $179K | 0.5% | |
| Fidelity Adv Value Str A Fund | Other securities | — | $0 | $148K | 0.4% | |
| Franklin Small Cap Value A Fd | Other securities | — | $0 | $105K | 0.3% | |
| AB RELATIVE VALUE A FUND | Other securities | — | $0 | $92K | 0.2% | |
| Prin SmCap S&P 600 Index SA-R6 | Common Stock | — | $0 | $76K | 0.2% | |
| AMERICAN FDS NEW WORLD R4 FUND | Other securities | — | $0 | $72K | 0.2% | |
| PIMCO Inv Gd Credit Bd A Fd | Other securities | — | $0 | $49K | 0.1% | |
| AB Large Cap Growth A Fund | Other securities | — | $0 | $18K | <0.1% | |
| PRIN LIFETIME HB 2070 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $10K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| CETERA INVESTMENT SRVICES LLC | 41-1483314 | — | OTHER SERVICES | $0 | — |
