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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M |
| Indirect comp |
|---|
| PRUDENTIAL INSURANCE AGENCY LLC | 36-4576911 | — | OTHER SERVICES | $0 | — |
| 17.5% |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 17.3% |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 13.7% |
| PRIN LIFETIME HY 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $776K | 7.3% |
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $660K | 6.2% |
| Principal Funds Inc. Principal Large Cap S&P 500 Idex - | — | — | — | $492K | 4.6% |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $453K | 4.3% |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $395K | 3.7% |
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $310K | 2.9% |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $295K | 2.8% |
| PRIN LIFETIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $241K | 2.3% |
| Principal Life Insurance Principal Fixed Income Guaranteed - $ | — | — | — | $203K | 1.9% |
| Principal Funds Inc. Principal Diversified Int R5 - | — | — | — | $182K | 1.7% |
| Value A Janus International Holding LLC Janus Henderson Triton S - | — | — | — | $140K | 1.3% |
| Principal Funds Inc. Principal Equity Income R5 - | — | — | — | $136K | 1.3% |
| Calvert Asset Management Calvert US Large Cap Core Rsp - | — | — | — | $116K | 1.1% |
| Principal Funds Inc. Principal Small Cap S&P 600 Idx R5 - | — | — | — | $107K | 1.0% |
| Alliance Bernstein AB Discovery Growth A - | — | — | — | $106K | 1.0% |
| American Funds Service Company AM Funds Growth Portfolio R3 - | — | — | — | $105K | 1.0% |
| Notes Receivable from Participants Interest rates ranging from 3.25% to - | — | — | — | $94K | 0.9% |
| Principal Funds Inc. Principal Mid Cap S&P 400 Idx R5 - | — | — | — | $89K | 0.8% |
| Alliance Bernstein AB High Income A - | — | — | — | $85K | 0.8% |
| American Funds Service Company Amer Funds New World R3 - | — | — | — | $78K | 0.7% |
| Principal Funds Inc. Principal Mid Cap Value I R5 - | — | — | — | $73K | 0.7% |
| Principal Funds Inc. Principal Bond Market Index R5 - | — | — | — | $68K | 0.6% |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $67K | 0.6% |
| (E) | — | — | — | $67K | 0.6% |
| Principal Funds Inc. Principal Int'l Equity Index R5 - | — | — | — | $59K | 0.6% |
| Principal Funds Inc. Principal Core Fixed Income R5 - | — | — | — | $54K | 0.5% |
| Principal Global Investors Trust Co. Principal LifeTime Hybrid Income - | — | — | — | $42K | 0.4% |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $42K | 0.4% |
| Principal Funds Inc. Principal Small Cap R5 - | — | — | — | $26K | 0.2% |
| Index A Delaware Investments Delaware Macquarie Small Cap - | — | — | — | $19K | 0.2% |
| PRIN LIFETIME HYB 2070 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% |
