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 | $164K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $14.3M | 13.7% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $11.3M | 10.8% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $11.2M | 10.7% | |
| SEI Trust Company Principal/T.Rowe Price Inst LgCap Gr Managed CIT N | Common Collective Trusts | — | — | $9.9M | 9.4% | |
| Fidelity 500 Index | Other securities | — | — | $9.1M | 8.7% | |
| SEI Trust Company Principal/Blackrock International Equity Index CIT TR | Common Collective Trusts | — | — | $6.6M | 6.3% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $6.6M | 6.3% | |
| American Funds American Balanced R6 | Other securities | — | — | $5.8M | 5.5% | |
| American Funds American Funds Wasington Mutual R6 | Other securities | — | — | $5.8M | 5.5% | |
| Fidelity Mid Cap Index | Other securities | — | — | $4.3M | 4.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.1% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $3.9M | 3.7% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.1% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.9% | |
| Fidelity Small Cap Index | Other securities | — | — | $2.6M | 2.4% | |
| Acadian Funds Acadian Emerging Markets I TR | Other securities | — | — | $2.5M | 2.4% | |
| Northern Funds Northern Global Real Estate Index TR | Other securities | — | — | $2.3M | 2.2% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.1% | |
| American Funds Service Co. American Funds Europacific Growth R6 TR | Common Stock | — | — | $2.1M | 2.0% | |
| American Funds American Funds Europacific Growth R6 | Other securities | — | — | $2.1M | 2.0% | |
| PIMCO Funds PIMCO Real Return Inst TR | Other securities | — | — | $1.8M | 1.7% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.6% | |
| SEI Trust Company Principal/T.Rowe Price Inst LgCap Gr Managed CIT TR | Common Collective Trusts | — | — | $1.4M | 1.3% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $894K | 0.9% | |
| PIMCO Funds PIMCO High Yield I TR | Other securities | — | — | $548K | 0.5% | |
| Identifies a party in interest ** Historical cost has not been presented since investment is participant directed | Other securities | — | — | $6K | <0.1% | |
| (E) | Other securities | — | — | $5K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
