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 | $58K | — |
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 Life Insurance Fixed Income Guaranteed Option | Other securities | — | — | $5.7M | 13.2% | |
| Dodge & Cox Dodge & Cox Income X Fund | Other securities | — | — | $5.5M | 12.8% | |
| Principal Life Insurance Guaranteed Option | Other securities | — | — | $5.0M | 11.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.9M | 11.3% | |
| Vanguard Group Vanguard Equity-Inc Adm Fund | Common Stock | — | — | $3.7M | 8.5% | |
| Massachusetts Financial MFS Growth R6 Fund | Other securities | — | — | $3.5M | 8.0% | |
| Capital Research & Management Co. American Funds New Perspective R6 Fund | Common Stock | — | — | $3.3M | 7.5% | |
| Capital Research & Management Co. American Funds Europacific Growth R6 Fund | Common Stock | — | — | $3.2M | 7.4% | |
| Principal Global Investors Mid Cap S&P 400 Index Sep Acct | Other securities | — | — | $1.5M | 3.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.5M | 3.4% | |
| BlackRock Advisors, LLC BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $1.3M | 3.0% | |
| Principal Global Investors Smallcap S&P 600 Indx SA | Common Stock | — | — | $1.2M | 2.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.2M | 2.8% | |
| Vanguard Group Vanguard Small Cap Val Ind Adm Fund | Common Stock | — | — | $1.2M | 2.8% | |
| Capital Research & Management Co. American Balanced R6 Fund | Common Stock | — | — | $903K | 2.1% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund | Other securities | — | — | $854K | 2.0% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Int US SC GR EQ I | Common Stock | — | — | $811K | 1.9% | |
| Parnassus Investments Parnassus Core Equity I Fund | Other securities | — | — | $529K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $266K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
