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 | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors | Other securities | — | — | $6.4M | 23.5% | |
| TIAA Investments | Other securities | — | — | $5.4M | 19.7% | |
| Principal Global Investors Trust Co | Common Stock | — | — | $4.7M | 17.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.7M | 17.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.9M | 6.8% | |
| Principal Life Insurance Company | Other securities | — | — | $1.9M | 6.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.6M | 6.0% | |
| Principal Life Insurance Company | Other securities | — | — | $1.6M | 6.0% | |
| TIAA Investments | Other securities | — | — | $1.4M | 5.1% | |
| TIAA Investments | Other securities | — | — | $1.3M | 4.7% | |
| Principal Life Insurance Company | Other securities | — | — | $861K | 3.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $861K | 3.2% | |
| TIAA Investments | Other securities | — | — | $717K | 2.6% | |
| TIAA Investments | Other securities | — | — | $443K | 1.6% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $366K | 1.3% | |
| Principal Life Insurance Company | Other securities | — | — | $366K | 1.3% | |
| Columbia Funds | Other securities | — | — | $341K | 1.2% | |
| TIAA Investments | Other securities | — | — | $291K | 1.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $239K | 0.9% | |
| Principal Life Insurance Company | Other securities | — | — | $169K | 0.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $169K | 0.6% | |
| TIAA Investments | Other securities | — | — | $146K | 0.5% | |
| Federated | Other securities | — | — | $126K | 0.5% | |
| TIAA Investments | Other securities | — | — | $120K | 0.4% | |
| Principal Life Insurance Company | Other securities | — | — | $117K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $117K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $117K | 0.4% | |
| Principal Life Insurance Company | Other securities | — | — | $117K | 0.4% | |
| MFS Investment Management | Other securities | — | — | $103K | 0.4% | |
| TIAA Investments | Other securities | — | — | $54K | 0.2% | |
| Principal Life Insurance Company | Other securities | — | — | $51K | 0.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $51K | 0.2% | |
| TIAA Investments | Other securities | — | — | $46K | 0.2% | |
| TIAA Investments | Other securities | — | — | $29K | 0.1% | |
| PIMCO Funds | Other securities | — | — | $18K | <0.1% | |
| TIAA Investments | Other securities | — | — | $12K | <0.1% | |
| TIAA Investments | Other securities | — | — | $298 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
| WOODBURY FINANCIAL SERVICES | 41-0944586 | — | OTHER SERVICES | $0 | — |
