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 | $61K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | $27K | $1.0M | 17.3% | |
| Vanguard Target Retirement 2035 Inv Fund | Other securities | — | $35K | $833K | 14.0% | |
| Vanguard Target Retirement 2025 Inv Fund | Other securities | — | $30K | $553K | 9.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $2K | $547K | 9.2% | |
| American Funds New Perspective R6 Fund | Other securities | — | $7K | $453K | 7.6% | |
| Vanguard Target Retirement 2040 Inv Fund | Other securities | — | $8K | $331K | 5.6% | |
| Vanguard Target Retirement 2055 Inv Fund | Other securities | — | $5K | $273K | 4.6% | |
| Vanguard Target Retirement Income Inv Fund | Other securities | — | $20K | $266K | 4.5% | |
| Vanguard Target Retirement 2045 Inv Fund | Other securities | — | $9K | $262K | 4.4% | |
| Vanguard Target Retirement 2020 Inv Fund | Other securities | — | $10K | $259K | 4.4% | |
| INSURANCE COMPANY GENERAL * Principal Fixed Income Guarantee Option | Other securities | — | — | $205K | 3.5% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $5K | $173K | 2.9% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $2K | $169K | 2.8% | |
| Vanguard Target Retirement 2050 Inv Fund | Other securities | — | $3K | $142K | 2.4% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $4K | $105K | 1.8% | |
| 9.50% with maturities through 2028 | Bonds / Notes | — | — | $92K | 1.5% | |
| Principal/Blue Chip R6 Fund | Other securities | — | $2K | $91K | 1.5% | |
| (E) | Other securities | — | — | $47K | 0.8% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | $5K | $47K | 0.8% | |
| Vanguard Target Retirement 2060 Inv Fund 773 | Other securities | — | — | $40K | 0.7% | |
| Vanguard Target Retirement 2065 Inv Fund 704 | Other securities | — | — | $24K | 0.4% | |
| T. Rowe Price Overseas Stock I Fund | Other securities | — | $1K | $16K | 0.3% | |
| Vanguard Target Retirement 2070 Inv Fund 44 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
