Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LgCap S&P 500 Idx R5 Fund | Other securities | — | — | $3.6M | 12.7% | |
| Principal LifeTime 2045 R5 Fund | Other securities | — | — | $3.4M | 12.3% | |
| Principal LifeTime 2035 R5 Fund | Other securities | — | — | $3.3M | 11.7% | |
| Principal LifeTime 2040 R5 Fund | Other securities | — | — | $3.0M | 10.8% | |
| Principal LifeTime 2030 R5 Fund | Other securities | — | — | $2.6M | 9.1% | |
| Principal LifeTime 2050 R5 Fund | Other securities | — | — | $2.5M | 9.0% | |
| Principal LifeTime 2055 R5 Fund | Other securities | — | — | $1.9M | 6.7% | |
| Principal LifeTime 2025 R5 Fund | Other securities | — | — | $1.5M | 5.4% | |
| General Principal Fixed Income Guaranteed Option | Other securities | — | — | $1.3M | 4.5% | |
| Principal Blue Chip R5 Fund | Other securities | — | — | $859K | 3.1% | |
| Principal LifeTime 2060 R5 Fund | Other securities | — | — | $839K | 3.0% | |
| Principal LifeTime 2020 R5 Fund | Other securities | — | — | $520K | 1.8% | |
| Principal LargeCap Growth I R5 Fund | Other securities | — | — | $490K | 1.7% | |
| Principal MidCap S&P 400 Idx R5 Fd | Other securities | — | — | $290K | 1.0% | |
| Principal SmCap S&P 600 Idx R5 Fund | Other securities | — | — | $279K | 1.0% | |
| Principal LifeTime 2065 R5 Fund | Other securities | — | — | $278K | 1.0% | |
| Principal LifeTime 2070 R5 Fund | Other securities | — | — | $265K | 0.9% | |
| Principal Capital App R5 Fund | Other securities | — | — | $211K | 0.7% | |
| Principal SmallCap Growth I R5 Fund | Other securities | — | — | $196K | 0.7% | |
| Principal Core Plus Bond R5 Fd | Other securities | — | — | $167K | 0.6% | |
| Principal LifeTime 2015 R5 Fund | Other securities | — | — | $141K | 0.5% | |
| Principal MidCap Growth III R5 Fund | Other securities | — | — | $108K | 0.4% | |
| Principal Div Intl R5 Fund | Other securities | — | — | $89K | 0.3% | |
| Principal Intl Equity R5 Fund | Other securities | — | — | $67K | 0.2% | |
| Principal LifeTime Str Inc R5 Fund | Common Stock | — | — | $65K | 0.2% | |
| Principal MidCap Value I R5 Fund | Other securities | — | — | $59K | 0.2% | |
| Principal LgCap Value III R5 Fund | Other securities | — | — | $57K | 0.2% | |
| Principal SmallCap R5 Fund | Other securities | — | — | $38K | 0.1% | |
| Principal Real Estate Secs R5 Fund | Other securities | — | — | $28K | <0.1% | |
| Principal Equity Income R5 Fund | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $82K | — |
