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 | $55K | — |
| 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 HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust |
| Indirect comp |
|---|
| BAIRD INSURANCE SERVICES INC | 39-1236032 | — | OTHER SERVICES | $0 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 39-6037917 | — | OTHER SERVICES | $0 | — |
| — |
| — |
| $2.7M |
| 15.9% |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 12.2% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.9M | 11.4% |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 6.4% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.0M | 6.0% |
| Vanguard Growth Index Inv Fund Mutual Fund | — | — | — | $969K | 5.7% |
| Principal Global Investors Large Cap Growth Pooled Separate Account | — | — | — | $772K | 4.6% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $772K | 4.6% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $665K | 3.9% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $596K | 3.5% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $535K | 3.2% |
| Fixed Income Guaranteed Option Guaranteed Investment | — | — | — | $481K | 2.8% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $468K | 2.8% |
| Columbia Funds Columbia Global Tech Growth Mutual Fund | — | — | — | $434K | 2.6% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $418K | 2.5% |
| annum | — | — | — | $352K | 2.1% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $225K | 1.3% |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $196K | 1.2% |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $192K | 1.1% |
| Principal LifeTime Hybrid Income Collective Trust | — | — | — | $187K | 1.1% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $187K | 1.1% |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $182K | 1.1% |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $177K | 1.0% |
| Principal Global Investors Small Cap Value Pooled Separate Account | — | — | — | $168K | 1.0% |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $168K | 1.0% |
| BlackRock Health Science Ops Fund Mutual Fund | — | — | — | $155K | 0.9% |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $145K | 0.9% |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $124K | 0.7% |
| Vanguard Interm-Term Treasury Inv Fund Mutual Fund | — | — | — | $124K | 0.7% |
| Vanguard High-Yield Corp Inv Fund Mutual Fund | — | — | — | $120K | 0.7% |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $112K | 0.7% |
| American Funds New World Inc Mutual Fund | — | — | — | $103K | 0.6% |
| Vanguard International Growth Fund Mutual Fund | — | — | — | $75K | 0.4% |
| Principal Global Investors Principal Core Fixed Income Pooled Separate Account | — | — | — | $65K | 0.4% |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $65K | 0.4% |
| (E) | — | — | — | $65K | 0.4% |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $41K | 0.2% |
| PIMCO Total Return II Instl Fund Mutual Fund | — | — | — | $31K | 0.2% |
| Vanguard Mid-Cap Value Index Inv Fund Mutual Fund | — | — | — | $11K | <0.1% |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $6K | <0.1% |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $3K | <0.1% |
