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 | $47K | — |
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 LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 18.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.3M | 14.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $906K | 9.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $755K | 8.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $716K | 7.7% | |
| Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $714K | 7.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $580K | 6.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $551K | 5.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $547K | 5.9% | |
| Participant Loans Interest rates: 5.25% - 10.50%; maturing $0 | Bonds / Notes | — | — | $308K | 3.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $187K | 2.0% | |
| BlackRock Mid-Cap Growth Equity Portfolio N/R | Other securities | — | — | $185K | 2.0% | |
| American Funds New Perspective Fund N/R | Other securities | — | — | $143K | 1.5% | |
| Vanguard Growth Index Fund N/R | Other securities | — | — | $97K | 1.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $82K | 0.9% | |
| (E) | Other securities | — | — | $82K | 0.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $78K | 0.8% | |
| Fidelity Mid Cap Index Fund N/R | Other securities | — | — | $76K | 0.8% | |
| Fidelity Small Cap Index Fund N/R | Other securities | — | — | $65K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $54K | 0.6% | |
| Fidelity International Index Fund N/R | Other securities | — | — | $36K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund N/R | Other securities | — | — | $24K | 0.3% | |
| JP Morgan Government Bond N/R | U.S. Treasuries | — | — | $23K | 0.3% | |
| Vanguard International Growth Fund N/R | Other securities | — | — | $23K | 0.2% | |
| Fidelity Advisor High Income Advantage Fund N/R | Other securities | — | — | $15K | 0.2% | |
| Principal Core Fixed Income Separate Account-Z N/R | Other securities | — | — | $13K | 0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $13K | 0.1% | |
| Vanguard Value Index Admiral Fund N/R | Other securities | — | — | $13K | 0.1% | |
| MFS Investment International Diversification Fund N/R | Other securities | — | — | $12K | 0.1% | |
| Management Vanguard Mid-Cap Value Index Fund N/R | Other securities | — | — | $8K | <0.1% | |
| Vanguard Small-Cap Value Index Fund N/R | Other securities | — | — | $8K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Lord Abbett & Co, LLC Bond-Debenture Fund Inc N/R | Common Stock | — | — | $4K | <0.1% | |
| Principal Global Real Estate Securities Separate N/R | Other securities | — | — | $3K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $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 |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
