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 | $39K | — |
| 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 |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | — | — | $0 | $990K | 15.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z |
| Indirect comp |
|---|
| SNYDER & CLEMENTE | 23-2535812 | — | ACCOUNTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
Pooled Separate Account |
| — |
| — |
| $990K |
| 15.7% |
| Principal Life Insurance Company | — | — | $0 | $958K | 15.2% |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $958K | 15.2% |
| T. Rowe Price Funds | — | — | $0 | $898K | 14.3% |
| Principal Life Insurance Company | — | — | $0 | $706K | 11.2% |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $706K | 11.2% |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $537K | 8.5% |
| Principal Life Insurance Company | — | — | $0 | $537K | 8.5% |
| Principal Life Insurance Company | — | — | $0 | $483K | 7.7% |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $483K | 7.7% |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $426K | 6.8% |
| Principal Life Insurance Company | — | — | $0 | $426K | 6.8% |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $287K | 4.6% |
| Principal Life Insurance Company | — | — | $0 | $287K | 4.6% |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $145K | 2.3% |
| Principal Life Insurance Company | — | — | $0 | $145K | 2.3% |
| Principal Life Insurance Company | — | — | $0 | $132K | 2.1% |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $132K | 2.1% |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $118K | 1.9% |
| Principal Life Insurance Company | — | — | $0 | $118K | 1.9% |
| Fidelity Investments | — | — | $0 | $111K | 1.8% |
| Participant Loans | Participant loans | — | $0 | $103K | 1.6% |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $76K | 1.2% |
| Morgan Stanley | — | — | $0 | $76K | 1.2% |
| Principal Life Insurance Company | — | — | $0 | $66K | 1.1% |
| Fidelity Investments | — | — | $0 | $65K | 1.0% |
| Invesco Funds Group, Inc. | — | — | $0 | $47K | 0.7% |
| American Century Investments | — | — | $0 | $37K | 0.6% |
| Principal Life Insurance Company | — | — | $0 | $29K | 0.5% |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $29K | 0.5% |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $10K | 0.2% |
| Neuberger Berman Management | — | — | $0 | $10K | 0.2% |
| T. Rowe Price Funds | — | — | $0 | $10K | 0.2% |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $9K | 0.1% |
| Principal Life Insurance Company | — | — | $0 | $9K | 0.1% |
| The American Funds | — | — | $0 | $8K | 0.1% |
| BlackRock | — | — | $0 | $6K | <0.1% |
| American Funds Service Company | — | — | $0 | $5K | <0.1% |
| Fidelity Investments | — | — | $0 | $4K | <0.1% |
| Artisan | — | — | $0 | $4K | <0.1% |
| American Century Investments | — | — | $0 | $4K | <0.1% |
| Columbia Funds | — | — | $0 | $4K | <0.1% |
| BlackRock | — | — | $0 | $3K | <0.1% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2K | <0.1% |
| Principal Life Insurance Company | — | — | $0 | $2K | <0.1% |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2K | <0.1% |
| Principal Life Insurance Company | — | — | $0 | $2K | <0.1% |
| Hartford Mutual Funds | — | — | $0 | $1K | <0.1% |
| Dimensional Fund Advisors | — | — | $0 | $1K | <0.1% |
| Cohen & Steers | — | — | $0 | $1K | <0.1% |
