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 | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime 2030 Fund | Other securities | — | — | $1.1M | 11.2% | |
| Principal LargeCap S&P 500 Index Fund | Other securities | — | — | $881K | 9.2% | |
| Principal LifeTime 2050 Fund | Other securities | — | — | $852K | 8.9% | |
| Principal LifeTime 2035 Fund | Other securities | — | — | $707K | 7.4% | |
| Principal LifeTime 2040 Fund | Other securities | — | — | $703K | 7.3% | |
| Principal LifeTime 2045 Fund | Other securities | — | — | $599K | 6.2% | |
| Capital Research and Mgmt Co AMCAP Fund | Common Stock | — | — | $482K | 5.0% | |
| Capital Research and Mgmt Co American Funds Fundamental Investors | Common Stock | — | — | $474K | 4.9% | |
| Principal LifeTime 2025 Fund | Other securities | — | — | $454K | 4.7% | |
| Franklin Advisors Franklin DynaTech Fund | Other securities | — | — | $449K | 4.7% | |
| Principal LifeTime 2020 Fund | Other securities | — | — | $347K | 3.6% | |
| Principal LifeTime 2055 Fund | Other securities | — | — | $290K | 3.0% | |
| Capital Research and Mgmt Co Europacific Growth Fund | Common Stock | — | — | $232K | 2.4% | |
| Fidelity Management & Research Fidelity New Market Income Fund | Other securities | — | — | $163K | 1.7% | |
| Fidelity Management & Research Fidelity Total Bond Fund | Other securities | — | — | $158K | 1.6% | |
| Janus Henderson Janus Henderson Triton Fund | Other securities | — | — | $113K | 1.2% | |
| Principal LifeTime 2015 Fund | Other securities | — | — | $109K | 1.1% | |
| PGIM Investments, LLC PGIM High Yield Fund | Other securities | — | — | $102K | 1.1% | |
| Principal LifeTime Strategic Income Fund | Other securities | — | — | $77K | 0.8% | |
| T. Rowe Price Associates, Inc. T. Rowe Price International Value Equity Fund | Common Stock | — | — | $70K | 0.7% | |
| Capital Research and Mgmt Co New World Fund | Common Stock | — | — | $63K | 0.7% | |
| Principal LifeTime 2060 Fund | Other securities | — | — | $59K | 0.6% | |
| Invesco Diversified Dividend Fund | Other securities | — | — | $56K | 0.6% | |
| Columbia Management Advisors Columbia Small Cap Growth Fund | Other securities | — | — | $52K | 0.5% | |
| Victory Capital Management Victory Sycamore Established Value Fund | Other securities | — | — | $50K | 0.5% | |
| Capital Research and Mgmt Co New Perspective Fund | Common Stock | — | — | $46K | 0.5% | |
| Fidelity Management & Research Fidelity Mid Cap Value Fund | Other securities | — | — | $42K | 0.4% | |
| Hartford Mutual Funds Hartford Midcap Fund | Other securities | — | — | $41K | 0.4% | |
| PIMCO CommodityRealReturn Strategy Fund | Other securities | — | — | $32K | 0.3% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $29K | 0.3% | |
| Capital Research and Mgmt Co American Balanced Fund | Mutual Funds | — | — | $24K | 0.2% | |
| Fidelity Management & Research Fidelity Government Income Fund | Other securities | — | — | $17K | 0.2% | |
| Principal MidCap S&P 400 Index Fund | Other securities | — | — | $9K | <0.1% | |
| Principal SmallCap S&P 600 Index Fund | Other securities | — | — | $6K | <0.1% | |
| Principal LifeTime 2065 Fund | Other securities | — | — | $4K | <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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
