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 | $109K | — |
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 LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $10.4M | 24.5% | |
| SEPARATE ACCOUNT * Principal Trust Company PRINCIPAL TRUST TARGET 2030 FUND | Other securities | — | — | $4.5M | 10.7% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.5M | 10.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.6M | 8.5% | |
| ACCOUNT * Principal Trust Company PRINCIPAL FIXED INCOME GUARANTEED | Other securities | — | — | $2.7M | 6.3% | |
| OPTION * Principal Trust Company PRINCIPAL TRUST TARGET 2025 FUND | Other securities | — | — | $2.1M | 5.0% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.1M | 5.0% | |
| Principal Trust Company PRINCIPAL TRUST TARGET 2045 FUND | Other securities | — | — | $1.9M | 4.4% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 4.4% | |
| ACCOUNT * Principal Trust Company PRINCIPAL TRUST TARGET 2050 FUND | Other securities | — | — | $1.6M | 3.9% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.6M | 3.9% | |
| FUND * Principal Trust Company PRINCIPAL TRUST TARGET 2035 FUND | Other securities | — | — | $1.5M | 3.7% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| ACCOUNT American Funds Service Company AMERICAN FUNDS EUROPACIFIC GROWTH R6 | Other securities | — | — | $1.2M | 2.9% | |
| SEPARATE ACCOUNT * Principal Trust Company PRINCIPAL TRUST TARGET 2055 FUND | Other securities | — | — | $1.2M | 2.8% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 2.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.2M | 2.8% | |
| Principal Trust Company PRINCIPAL TRUST TARGET 2040 FUND | Other securities | — | — | $1.1M | 2.7% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 2.7% | |
| PRIN HIGH INCOME SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $1.1M | 2.7% | |
| Principal Life Insurance Company PRINCIPAL CAPITAL APPRECIATION SEPARATE | Other securities | — | — | $865K | 2.0% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $865K | 2.0% | |
| Principal Trust Company PRINCIPAL TRUST TARGET 2060 FUND | Other securities | — | — | $782K | 1.8% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Common Collective Trust | — | — | $782K | 1.8% | |
| SEPARATE ACCOUNT Eaton Vance EATON VANCE MID CAP A FUND | Other securities | — | — | $698K | 1.6% | |
| Principal Life Insurance Company PRINCIPAL HIGH YIELD I SEPARATE ACCOUNT | Other securities | — | — | $608K | 1.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 018 | Pooled Separate Account | — | — | $608K | 1.4% | |
| PGIM Investments PRUDENTIAL JENNISON SMALL COMPANY R6 | Other securities | — | — | $514K | 1.2% | |
| Participant Loans Rates Range From 4.25% To 9.50% | Bonds / Notes | — | — | $503K | 1.2% | |
| PRIN MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $492K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $468K | 1.1% | |
| Janus International Holding, LLC JANUSHENDERSON ENTRPRS N FUND | Other securities | — | — | $435K | 1.0% | |
| Invesco INV DEVMARK R6 FUND | Other securities | — | — | $383K | 0.9% | |
| Franklin Templeton Investments TEMPLETON FOREIGN R6 FUND | Other securities | — | — | $362K | 0.9% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $332K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $251K | 0.6% | |
| Macquarie Investments MACQUARIE SMALL CAP VALUE R6 FUND | Other securities | — | — | $204K | 0.5% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $173K | 0.4% | |
| PRINCIPAL BOND MKT INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $65K | 0.2% | |
| ACCOUNT * Principal Trust Company PRINCIPAL TRUST TARGET 2020 FUND | Other securities | — | — | $55K | 0.1% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $55K | 0.1% | |
| Nuveen REAL ESTATE SECURITIES R6 FUND | Other securities | — | — | $40K | <0.1% | |
| Principal Trust Company PRINCIPAL LIFETIME HYBRID INC | Common Stock | — | — | $36K | <0.1% | |
| PRIN LIFE TIME HYBR INCOME CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $36K | <0.1% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $25K | <0.1% | |
| FUND * Principal Trust Company PRINCIPAL TRUST TARGET 2015 FUND | Other securities | — | — | $25K | <0.1% | |
| PIMCO LOW DUR INCOME INST FUND | Other securities | — | — | $21K | <0.1% | |
| Principal Trust Company PRINCIPAL TRUST TARGET 2070 FUND | Other securities | — | — | $13K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | <0.1% | |
| Neuberger Berman Mgmt. Inc. NEUBERGER BERMEN LARGE CAP VALUE R6 FUND**** | Common Stock | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 11-3271022 |
| — |
| CONTRACT ADMINISTRATOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
