This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| 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 | $7K | — |
| ASSOCIATED PENSION CONSULTANT | 11-3271022 | — | CONTRACT ADMINISTRATOR | $1K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $1.3M | 8.0% |
| PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $1.2M | 7.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PRIN CAPITAL APPR SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 |
Pooled Separate Account |
| $431K |
| 2.7% |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $356K | 2.2% |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $327K | 2.0% |
| PRIN INTL EQUITY INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | $320K | 2.0% |
| PRIN CORE FIX INC SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | $299K | 1.8% |
| PRIN LARGECAP VALUE III SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | $236K | 1.5% |
| PRIN MIDCAP VALUE I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $172K | 1.1% |
| PRIN HIGH YIELD SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | $160K | 1.0% |
| PRIN REAL ESTATE SECS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $122K | 0.8% |
| PRIN MIDCAP VALUE III SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 022 | Pooled Separate Account | $0 | <0.1% |
| PRIN GOVT & HQ BOND SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | $0 | <0.1% |
