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 | $109K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt Inc Inv Fund | Common Stock | — | $0 | $3.5M | 14.2% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.5M | 14.2% | |
| Vanguard I-T Treasury Adm Fd | Other securities | — | $0 | $3.0M | 12.3% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Other securities | — | $0 | $2.8M | 11.4% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Other securities | — | $0 | $2.6M | 10.7% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Other securities | — | $0 | $2.3M | 9.2% | |
| Participant Loans | Participant loans | — | $0 | $2.2M | 8.9% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Other securities | — | $0 | $2.0M | 8.0% | |
| PIMCO Total Return Instl Fund | Other securities | — | $0 | $1.1M | 4.4% | |
| T.Rowe Price Bl Chip Gr I Fd | Other securities | — | $0 | $1.0M | 4.1% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.1% | |
| Prin/MFS Value CIT N | Common Collective Trusts | — | $0 | $1.0M | 4.1% | |
| Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | $0 | $626K | 2.5% | |
| Fidelity Adv Div Intl I Fund | Other securities | — | $0 | $551K | 2.2% | |
| Goldman Sachs Sm Cp Val Ins Fd | Other securities | — | $0 | $469K | 1.9% | |
| JP Morgan US Equity R6 Fund | Other securities | — | $0 | $454K | 1.8% | |
| Galliard Stable Return PI | Other securities | — | $0 | $279K | 1.1% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $279K | 1.1% | |
| American Century SC Gr R6 Fd | Other securities | — | $0 | $265K | 1.1% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Other securities | — | $0 | $193K | 0.8% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Other securities | — | $0 | $100K | 0.4% | |
| American Centur Mid-Cap Val R6 | Other securities | — | $0 | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
