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 | $79K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTime 2035 Inst Fund | Other securities | — | — | $2.3M | 18.2% | |
| Prin LifeTime 2040 Inst Fund | Other securities | — | — | $1.5M | 11.8% | |
| Prin LifeTime 2045 Inst Fund | Other securities | — | — | $1.1M | 9.1% | |
| Prin MidCap R6 Fund | Other securities | — | — | $888K | 7.1% | |
| Principal Blue Chip R6 Fund | Other securities | — | — | $841K | 6.7% | |
| Prin LifeTime 2060 Inst Fund | Other securities | — | — | $772K | 6.2% | |
| Prin LifeTime 2065 Inst Fund | Other securities | — | — | $760K | 6.1% | |
| Prin Equity Income Inst Fund | Other securities | — | — | $751K | 6.0% | |
| Prin LifeTime 2020 Inst Fund | Other securities | — | — | $442K | 3.5% | |
| Prin Glbl Emerg Mkts R6 Fund | Other securities | — | — | $373K | 3.0% | |
| Prin MidCap Value I Inst Fund | Other securities | — | — | $344K | 2.8% | |
| Prin RE Secs R6 Fund | Other securities | — | — | $301K | 2.4% | |
| Prin MidCap S&P 400 Idx R6 Fd | Other securities | — | — | $283K | 2.3% | |
| Prin Fixed Income non 401(a) | Other securities | — | — | $263K | 2.1% | |
| Prin LifeTime 2025 Inst Fund | Other securities | — | — | $221K | 1.8% | |
| Prin LifeTime 2030 Inst Fund | Other securities | — | — | $203K | 1.6% | |
| Principal Cap App Inst Fund | Other securities | — | — | $194K | 1.6% | |
| PRIN LIFETIME 2015 INST FUND | Other securities | — | — | $180K | 1.4% | |
| Prin Govt & HQ Bond Inst Fund | Other securities | — | — | $166K | 1.3% | |
| Prin LifeTime Str Inc Inst Fd | Common Stock | — | — | $161K | 1.3% | |
| Principal Bond Mkt Ind Inst Fd | Other securities | — | — | $144K | 1.2% | |
| Prin SmCp S&P 600 Idx R6 Fd | Other securities | — | — | $134K | 1.1% | |
| Carillon Eagle SmlCaGwth R6 Fd | Other securities | — | — | $61K | 0.5% | |
| Prin LifeTime 2055 Inst Fund | Other securities | — | — | $46K | 0.4% | |
| American Cent Mid-Cap Val R Fd | Other securities | — | — | $41K | 0.3% | |
| Macquarie Small Cap Value R6 F | Other securities | — | — | $23K | 0.2% | |
| FIDELITY ADV EQ GROWTH Z FUND | Other securities | — | — | $23K | 0.2% | |
| Prin LifeTime 2050 Inst Fund | Other securities | — | — | $3K | <0.1% | |
| PRIN LIFETIME 2070 INST FUND | Other securities | — | — | $822 | <0.1% | |
| Participant Loans | Participant loans | — | — | $626 | <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 |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
