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 | $10K | — |
| 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 2040 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account |
| Indirect comp |
|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
| — |
| — |
| $1.6M |
| 23.9% |
| PRIN LIFETIME 2050 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $742K | 11.4% |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $705K | 10.8% |
| PRIN LIFETIME 2020 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $689K | 10.5% |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $579K | 8.9% |
| PRIN LIFETIME STRAT INC SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $561K | 8.6% |
| PRIN LIFETIME 2030 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $536K | 8.2% |
| PRIN LIFETIME 2060 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $221K | 3.4% |
| PRIN REAL ESTATE SECS SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $166K | 2.5% |
| Participant Loans Rates range from 5.25% to 10.50% - | Participant loans | — | — | $157K | 2.4% |
| PRIN EQUITY INCOME SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $83K | 1.3% |
| PRIN INTL EQ SEPARATE ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $78K | 1.2% |
| PRIN LARGECAP VALUE III SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $68K | 1.0% |
| PRIN SMALLCAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $52K | 0.8% |
| PRIN MIDCAP VALUE I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $51K | 0.8% |
| PRIN LIFETIME 2045 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $49K | 0.8% |
| PRIN MIDCAP S&P 400 IDX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $48K | 0.7% |
| PRIN LARGECAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $37K | 0.6% |
| PRIN HIGH YIELD SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $34K | 0.5% |
| PRIN SMCAP S&P 600 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $31K | 0.5% |
| PRIN LIFETIME 2055 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $24K | 0.4% |
| PRIN LIFETIME 2035 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $17K | 0.3% |
| PRIN LIFETM 2070 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $14K | 0.2% |
| PRIN MIDCAP GROWTH III SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $12K | 0.2% |
| PRIN LIFETM 2065 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $10K | 0.1% |
| PRINCIPAL SMALLCAP SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $8K | 0.1% |
| PRIN LIFETIME 2025 SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN GOVT & HQ BOND SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $0 | <0.1% |
