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 | $65K | — |
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 LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.3M | 20.1% | |
| Principal Life Insurance Company | Other securities | — | — | $2.3M | 20.1% | |
| Principal Life Insurance Company | Other securities | — | — | $1.4M | 12.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.4M | 12.6% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.2M | 10.7% | |
| Principal Life Insurance Company | Other securities | — | — | $1.2M | 10.7% | |
| Principal Life Insurance Company | Other securities | — | — | $1.0M | 8.7% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.0M | 8.7% | |
| Principal Life Insurance Company | Other securities | — | — | $908K | 7.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $908K | 7.9% | |
| Principal Life Insurance Company | Other securities | — | — | $808K | 7.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $808K | 7.1% | |
| Principal Life Insurance Company | Other securities | — | — | $504K | 4.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $485K | 4.2% | |
| Principal Life Insurance Company | Other securities | — | — | $485K | 4.2% | |
| Principal Life Insurance Company | Other securities | — | — | $456K | 4.0% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $456K | 4.0% | |
| Principal Life Insurance Company | Other securities | — | — | $389K | 3.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $389K | 3.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $320K | 2.8% | |
| Principal Life Insurance Company | Other securities | — | — | $320K | 2.8% | |
| Principal Life Insurance Company | Other securities | — | — | $268K | 2.3% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $268K | 2.3% | |
| Principal Life Insurance Company | Other securities | — | — | $255K | 2.2% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $255K | 2.2% | |
| Principal Life Insurance Company | Other securities | — | — | $245K | 2.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $245K | 2.1% | |
| Principal Life Insurance Company | Other securities | — | — | $127K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $114K | 1.0% | |
| Principal Life Insurance Company | Other securities | — | — | $114K | 1.0% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $112K | 1.0% | |
| Principal Life Insurance Company | Other securities | — | — | $112K | 1.0% | |
| Participant Loans | Participant loans | — | — | $110K | 1.0% | |
| The American Funds | Other securities | — | — | $82K | 0.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $82K | 0.7% | |
| Principal Life Insurance Company | Other securities | — | — | $73K | 0.6% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $73K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $63K | 0.5% | |
| Principal Life Insurance Company | Other securities | — | — | $63K | 0.5% | |
| American Funds Service Company | Other securities | — | — | $56K | 0.5% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $56K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $34K | 0.3% | |
| Principal Life Insurance Company | Other securities | — | — | $34K | 0.3% | |
| PRIN HIGH INCOME SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $27K | 0.2% | |
| Principal Global Investors Trust Co | Common Stock | — | — | $27K | 0.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $25K | 0.2% |
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 |
|---|---|---|---|---|---|
| MML INSURANCE AGENCY LLC | 04-3109325 | — | OTHER SERVICES | $0 | — |
