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 | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Princin-=il Global Investors Trust rr | Other securities | — | — | $3.5M | 18.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.5M | 18.4% | |
| Princin-=il Global Investors Trust Cc | Other securities | — | — | $3.0M | 16.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.0M | 16.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.8M | 14.7% | |
| Prirxri'oa L Global Investors Trust Cc | Other securities | — | — | $2.8M | 14.7% | |
| Pr.inc.i.oa.l Global Investors Trust o~ | Common Stock | — | — | $1.5M | 8.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 8.1% | |
| Princ'ioa l Global Investors Trust Cr | Other securities | — | — | $1.4M | 7.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.4M | 7.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $847K | 4.4% | |
| Princin-:il Global Investors Trust Cc | Other securities | — | — | $847K | 4.4% | |
| JP JVIoraan Funds | Other securities | — | — | $493K | 2.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $480K | 2.5% | |
| Pr.inc.i.oal. Global Investors Trust Cc | Common Stock | — | — | $480K | 2.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $467K | 2.4% | |
| Princin.:=il Global Investors Trust Cc | Other securities | — | — | $467K | 2.4% | |
| Columbia Funds | Other securities | — | — | $453K | 2.4% | |
| Pr.iric.i.oa.l Global Investors Trust Cc | Other securities | — | — | $345K | 1.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $345K | 1.8% | |
| Columbia Funds | Other securities | — | — | $304K | 1.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $302K | 1.6% | |
| Princin.::il Global Investors Trust Cc | Other securities | — | — | $302K | 1.6% | |
| Princaoa.l Global Investors Trust Cc | Other securities | — | — | $300K | 1.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $300K | 1.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $266K | 1.4% | |
| Pri.nc'i.oa.L Global Investors Trust Cc | Other securities | — | — | $266K | 1.4% | |
| Victo:rv Funds | Other securities | — | — | $265K | 1.4% | |
| Pr.inc.i.oa.l Life Insurance C ". lrl v | Common Stock | — | — | $232K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $232K | 1.2% | |
| Participant Loans | Participant loans | — | — | $223K | 1.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $211K | 1.1% | |
| Princin;::,l Life Insurance C - IV | Other securities | — | — | $211K | 1.1% | |
| Princ ioal. Life Insurance C .,,, Jr, .rv | Other securities | — | — | $209K | 1.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $209K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $180K | 0.9% | |
| Princ i.oa'l Life Insurance O...uu lrl v | Other securities | — | — | $180K | 0.9% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $152K | 0.8% | |
| Princin.::il Life Insurance C _A" ~ rv | Other securities | — | — | $152K | 0.8% | |
| The American Funds | Other securities | — | — | $138K | 0.7% | |
| MassMutual Financial Gro1 rn | Other securities | — | — | $136K | 0.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $126K | 0.7% | |
| Princin-=il Life Insurance C "~ " | Other securities | — | — | $126K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $113K | 0.6% | |
| Pr.inc i.oa.L Global Investors Trust rr | Common Stock | — | — | $113K | 0.6% | |
| Janus International Holdina, I.LC | Other securities | — | — | $87K | 0.5% | |
| PRIN INTL EQ SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $78K | 0.4% | |
| Pr.inc.i.oal. Life Insurance C " - 1v | Common Stock | — | — | $78K | 0.4% | |
| Vanni iarrl Groun | Other securities | — | — | $78K | 0.4% | |
| Western Asset Manaaement Co. | Common Stock | — | — | $65K | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDWEST FAMILY MUTUAL | 41-0417260 | — | ACCOUNTANT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
