Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 R5 FUND | Other securities | — | $0 | $1.5M | 12.7% | |
| Participant Loans | Participant loans | — | $0 | $1.3M | 11.2% | |
| PRIN LIFETIME 2035 R5 FUND | Other securities | — | $0 | $1.3M | 11.1% | |
| PRIN LIFETIME 2025 R5 FUND | Other securities | — | $0 | $1.2M | 10.1% | |
| PRIN LIFETIME 2040 R5 FUND | Other securities | — | $0 | $1.2M | 9.7% | |
| PRIN LGCAP S&P 500 IDX R5 FUND | Other securities | — | $0 | $414K | 3.5% | |
| Prin Fixed Inc Guar Option | Common Stock | — | $0 | $404K | 3.4% | |
| PRIN SMALLCAP GROWTH I R5 FUND | Other securities | — | $0 | $400K | 3.4% | |
| PRINCIPAL MIDCAP R5 FUND | Other securities | — | $0 | $367K | 3.1% | |
| Am Fd Intl Grw and Inc R3 Fd | Common Stock | — | $0 | $366K | 3.1% | |
| PRIN SPEC PREF SECS CP R5 FD | Other securities | — | $0 | $350K | 3.0% | |
| PRIN LIFETIME 2065 R5 FUND | Other securities | — | $0 | $319K | 2.7% | |
| PRINCIPAL DIV INTL R5 FUND | Other securities | — | $0 | $294K | 2.5% | |
| PRIN LIFETIME 2015 R5 FUND | Other securities | — | $0 | $276K | 2.3% | |
| PRIN REAL ESTATE SECS R5 FUND | Other securities | — | $0 | $213K | 1.8% | |
| Calvert Equity A Fund | Other securities | — | $0 | $210K | 1.8% | |
| PRIN GLBL EMERG MKTS R5 FUND | Other securities | — | $0 | $206K | 1.7% | |
| PRIN MIDCAP VALUE I R5 FUND | Other securities | — | $0 | $168K | 1.4% | |
| PRIN SMCAP S&P 600 IDX R5 FUND | Other securities | — | $0 | $168K | 1.4% | |
| PRIN INFLATION PROT R5 FUND | Other securities | — | $0 | $144K | 1.2% | |
| PRIN SHORT-TERM INCOME R5 FUND | Other securities | — | $0 | $137K | 1.2% | |
| PRIN LIFETIME 2020 R5 FUND | Other securities | — | $0 | $135K | 1.1% | |
| PRIN EQUITY INCOME R5 FUND | Other securities | — | $0 | $130K | 1.1% | |
| PRIN LIFETIME STR INC R5 FUND | Common Stock | — | $0 | $128K | 1.1% | |
| PRIN LIFETIME 2060 R5 FUND | Other securities | — | $0 | $128K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX R5 FD | Other securities | — | $0 | $123K | 1.0% | |
| PRIN SMALLCAP VALUE II R5 FUND | Other securities | — | $0 | $118K | 1.0% | |
| PRIN LIFETIME 2050 R5 FUND | Other securities | — | $0 | $79K | 0.7% | |
| PRIN LIFETIME 2055 R5 FUND | Other securities | — | $0 | $59K | 0.5% | |
| PRIN LIFETIME 2045 R5 FUND | Other securities | — | $0 | $6 | <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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
