Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S * Principal Large Cap S&P 500 Index R3 Fund | Mutual Funds | — | $27K | $753K | 20.5% | |
| Principal LifeTime 2035 R3 Fund | Other securities | — | $50K | $620K | 16.9% | |
| Principal LifeTime 2020 R3 Fund | Other securities | — | $37K | $436K | 11.9% | |
| Principal LifeTime 2025 R3 Fund | Other securities | — | $36K | $383K | 10.4% | |
| Principal LifeTime 2030 R3 Fund | Other securities | — | $17K | $235K | 6.4% | |
| Principal LifeTime 2045 R3 Fund | Other securities | — | $12K | $171K | 4.7% | |
| Principal LifeTime 2050 R3 Fund | Other securities | — | $9K | $150K | 4.1% | |
| Principal LifeTime 2055 R3 Fund | Other securities | — | $9K | $139K | 3.8% | |
| Principal LifeTime 2040 R3 Fund | Other securities | — | $8K | $129K | 3.5% | |
| Principal LifeTime Strategic Income R3 Fund | Other securities | — | $7K | $80K | 2.2% | |
| Principal Large Cap Growth I R3 Fund | Other securities | — | $5K | $59K | 1.6% | |
| Principal LifeTime 2015 R3 Fund | Other securities | — | $5K | $43K | 1.2% | |
| GROUP ANNUITY CONTRACT * Principal Fixed Income Guaranteed Option | Common Stock | — | — | $33K | 0.9% | |
| Principal International Equity Index R3 Fund | Other securities | — | $3K | $30K | 0.8% | |
| Principal LifeTime 2060 R3 Fund | Other securities | — | $2K | $28K | 0.8% | |
| Franklin Small Cap Value R Fund 448 | Other securities | — | — | $25K | 0.7% | |
| Principal Mid Cap Value I R3 Fund | Other securities | — | $2K | $23K | 0.6% | |
| American Funds New Persp R3 Fund 315 | Other securities | — | — | $19K | 0.5% | |
| Principal Equity Income R3 Fund 459 | Other securities | — | — | $18K | 0.5% | |
| American Funds New World R3 Fund 222 | Other securities | — | — | $17K | 0.5% | |
| Franklin Small Cap Growth R Fund 499 | Other securities | — | — | $10K | 0.3% | |
| Principal Capital Appreciation Fund R3 Fund 88 | Other securities | — | — | $7K | 0.2% | |
| Principal Mid Cap S&P 400 Index R3 Fund 230 | Other securities | — | — | $5K | 0.1% | |
| Principal Small Cap S&P 600 Index R3 Fund 192 | Other securities | — | — | $5K | 0.1% | |
| Fidelity Advisor High Income Advantage Fund 418 | Other securities | — | — | $5K | 0.1% | |
| Principal Bond Market Index R3 Fund 531 | Other securities | — | — | $4K | 0.1% | |
| Fidelity Advisor Stock Select Mid Cap Fund 50 | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| CONCIERGE RETIREMENT SERVICES | 13-2945975 | — | CONTRACT ADMINISTRATOR | $16K | — |
