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 | $154K | — |
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 | — | — | $9.6M | 21.6% | |
| American Funds EuroPacific Growth R6 Fund | Other securities | — | — | $5.3M | 11.8% | |
| TIAA-CREF Large-Cap Growth Index Institutional Fund | Other securities | — | — | $4.8M | 10.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.9M | 8.8% | |
| Vanguard Intermediate-Term Bond Index Admiral Fund | Other securities | — | — | $3.8M | 8.5% | |
| BlackRock Inflation Protected Bond Portfolio | Other securities | — | — | $3.6M | 8.1% | |
| Vanguard Value Index Admiral Fund | Other securities | — | — | $3.5M | 7.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.0M | 4.5% | |
| Vanguard Small Cap Growth Index Admiral Fund | Other securities | — | — | $1.6M | 3.5% | |
| Vanguard Mid-Cap Value Index Admiral Fund | Other securities | — | — | $1.4M | 3.2% | |
| Vanguard Small Cap Value Index Admiral Fund | Other securities | — | — | $1.2M | 2.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.0M | 2.3% | |
| American Funds American Balanced R6 Fund | Other securities | — | — | $767K | 1.7% | |
| Victory Sycamore Established Value R6 Fund | Other securities | — | — | $542K | 1.2% | |
| Participant Loans | Participant loans | — | — | $453K | 1.0% | |
| Vanguard REIT Index Admiral Fund | Common Stock | — | — | $368K | 0.8% | |
| DFA International Core Equity I Fund | Other securities | — | — | $290K | 0.7% | |
| Vanguard High-Yield Corporate Admiral Fund | Other securities | — | — | $286K | 0.6% | |
| PIMCO International Bond I Fund | Other securities | — | — | $50K | 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 |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
