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 | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.2M | 12.6% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $3.5M | 10.5% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $3.2M | 9.6% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.7M | 8.3% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $2.3M | 6.8% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $2.0M | 6.0% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.9M | 5.7% | |
| MORLEY STABLE VALUE I FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.0% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.6M | 4.8% | |
| American Funds Service Company American Funds New Economy R4 Fund | Other securities | — | — | $1.1M | 3.2% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $898K | 2.7% | |
| T. Rowe Price Associates Inc. Mid-Cap Gr Adv | Common Stock | — | — | $896K | 2.7% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $804K | 2.4% | |
| Notes receivable from participants, interest rates ranging from 5.25% to 10.50% per annum. | Bonds / Notes | — | — | $734K | 2.2% | |
| Principal Life Insurance Co. Pref Specs Separate Account | Common Stock | — | — | $714K | 2.2% | |
| PRIN SPEC PREF CAP SEC INC R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $714K | 2.2% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $586K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $583K | 1.8% | |
| Virtus Ceredex Funds Large Cap Val Eq I Fd | Other securities | — | — | $570K | 1.7% | |
| American Funds Service Company American Funds New World R3 Fund | Other securities | — | — | $529K | 1.6% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $447K | 1.3% | |
| American Beacon Funds Small Cap VAL INV FD | Other securities | — | — | $408K | 1.2% | |
| Deutsche DWS RREEF RE Securities A Fund | Other securities | — | — | $330K | 1.0% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $325K | 1.0% | |
| Fidelity Management and Research Fidelity Advisor International Growth A Fund | Other securities | — | — | $288K | 0.9% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $280K | 0.8% | |
| BlackRock Advisors, LLC BlackRock HY Portfolio A Fund | Other securities | — | — | $220K | 0.7% | |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $181K | 0.5% | |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $154K | 0.5% | |
| PGIM Investments PGIM Total Return Bond A Fund | Other securities | — | — | $71K | 0.2% | |
| Principal Life Insurance Co. LifeTime 2070 Separate Account | Common Stock | — | — | $10K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $10K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $3K | <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 |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
