This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| 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 | $16K | — |
| 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $530K | 25.6% |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $282K | 13.6% |
| Indirect comp |
|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 |
Pooled Separate Account |
| $244K |
| 11.8% |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $165K | 8.0% |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $164K | 7.9% |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $96K | 4.7% |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $88K | 4.3% |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $87K | 4.2% |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | $29K | 1.4% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $13K | 0.6% |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $10K | 0.5% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $10K | 0.5% |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | $8K | 0.4% |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | $4K | 0.2% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $3K | 0.2% |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $3K | 0.2% |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | $3K | 0.2% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $3K | 0.1% |
| PRIN LIFETM 2010 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | $327 | <0.1% |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $327 | <0.1% |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | $326 | <0.1% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $295 | <0.1% |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | $217 | <0.1% |
