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 | $53K | — |
| 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 |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT U |
| Indirect comp |
|---|
| PLANTE AND MORAN, PLLC | 33-1498605 | — | ACCOUNTANT | $19K | — |
Common Collective Trust |
| — |
| — |
| $5.8M |
| 15.0% |
| Principal Global Investors Trust Co | — | — | — | $5.8M | 15.0% |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5.4M | 14.0% |
| Principal Global Investors Trust Co | — | — | — | $5.4M | 14.0% |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.4M | 13.9% |
| Principal Life Insurance Company | — | — | — | $5.4M | 13.9% |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $3.1M | 8.1% |
| Principal Global Investors Trust Co | — | — | — | $3.1M | 8.1% |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.1M | 8.1% |
| Principal Global Investors Trust Co | — | — | — | $3.1M | 8.1% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.0M | 7.9% |
| Principal Global Investors Trust Co | — | — | — | $3.0M | 7.9% |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.7M | 6.9% |
| Principal Life Insurance Company | — | — | — | $2.7M | 6.9% |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.5M | 3.8% |
| Principal Life Insurance Company | — | — | — | $1.5M | 3.8% |
| Principal Life Insurance Company | — | — | — | $928K | 2.4% |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $928K | 2.4% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $919K | 2.4% |
| Principal Life Insurance Company | — | — | — | $919K | 2.4% |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $911K | 2.4% |
| Principal Global Investors Trust Co | — | — | — | $911K | 2.4% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $520K | 1.3% |
| Principal Global Investors Trust Co | — | — | — | $520K | 1.3% |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $473K | 1.2% |
| Principal Life Insurance Company | — | — | — | $473K | 1.2% |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $442K | 1.1% |
| Principal Life Insurance Company | — | — | — | $442K | 1.1% |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $439K | 1.1% |
| Principal Global Investors Trust Co | — | — | — | $439K | 1.1% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $370K | 1.0% |
| Principal Life Insurance Company | — | — | — | $370K | 1.0% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $368K | 1.0% |
| Principal Life Insurance Company | — | — | — | $368K | 1.0% |
| Principal Life Insurance Company | — | — | — | $363K | 0.9% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $363K | 0.9% |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $303K | 0.8% |
| Principal Global Investors Trust Co | — | — | — | $303K | 0.8% |
| Participant Loans | Participant loans | — | — | $235K | 0.6% |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $227K | 0.6% |
| Principal Global Investors Trust Co | — | — | — | $227K | 0.6% |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $223K | 0.6% |
| Principal Life Insurance Company | — | — | — | $223K | 0.6% |
| Principal Life Insurance Company | — | — | — | $216K | 0.6% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $216K | 0.6% |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $185K | 0.5% |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $136K | 0.4% |
| Principal Global Investors Trust Co | — | — | — | $136K | 0.4% |
| PRIN INTL EQ SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $133K | 0.3% |
| Principal Life Insurance Company | — | — | — | $133K | 0.3% |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $92K | 0.2% |
| Principal Life Insurance Company | — | — | — | $92K | 0.2% |
| Principal Global Investors Trust Co | — | — | — | $84K | 0.2% |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $84K | 0.2% |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $78K | 0.2% |
| Principal Global Investors Trust Co | — | — | — | $77K | 0.2% |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $45K | 0.1% |
| Principal Global Investors Trust Co | — | — | — | $45K | 0.1% |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $21K | <0.1% |
| Principal Life Insurance Company | — | — | — | $21K | <0.1% |
