This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| 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 | $140K | — |
| 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN/ T ROWE INSTIT LGCAP GR CIT NA SEI TRUST COMANY · EIN 45-6648614 / PN 001 | Common Collective Trust | $13.4M | 13.5% |
| PRINCIPAL LT 2025 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | $12.0M | 12.1% |
| Indirect comp |
|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVICE | $0 | — |
| PRINCIPAL LT 2030 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 |
Common Collective Trust |
| $11.6M |
| 11.7% |
| PRINCIPAL LT 2035 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | $6.4M | 6.4% |
| PRIN/MULTI SMALL CAP CIT N SEI TRUST COMANY · EIN 45-6648658 / PN 001 | Common Collective Trust | $6.1M | 6.1% |
| PRINCIPAL LT 2020 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | $5.9M | 6.0% |
| PRIN/B ROCK S&P 500 INDEX CIT N SEI TRUST COMANY · EIN 94-3224211 / PN 001 | Common Collective Trust | $5.5M | 5.6% |
| PRINCIPAL LT 2040 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | $4.7M | 4.8% |
| PRINCIPAL LT 2045 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | $2.0M | 2.0% |
| PRINCIPAL LT 2050 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | $1.2M | 1.2% |
| PRINCIPAL LT STR INCOME CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 006 | Common Collective Trust | $958K | 1.0% |
| PRINCIPAL LT 2055 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | $800K | 0.8% |
| PRINCIPAL LT 2060 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | $622K | 0.6% |
| PRINCIPAL LT 2015 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 008 | Common Collective Trust | $316K | 0.3% |
| PRINCIPAL LT 2065 CIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 013 | Common Collective Trust | $284K | 0.3% |