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 | $8K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | — | — | $0 | $1.3M | 11.3% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 |
Pooled Separate Account |
| — |
| — |
| $1.3M |
| 11.3% |
| Principal Life Insurance Company | — | — | $0 | $1.2M | 10.5% |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.2M | 10.5% |
| Principal Life Insurance Company | — | — | $0 | $1.1M | 9.8% |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.1M | 9.8% |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $883K | 7.8% |
| Principal Life Insurance Company | — | — | $0 | $883K | 7.8% |
| Principal Life Insurance Company | — | — | $0 | $843K | 7.4% |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $843K | 7.4% |
| Principal Life Insurance Company | — | — | $0 | $615K | 5.4% |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $615K | 5.4% |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $600K | 5.3% |
| Principal Life Insurance Company | — | — | $0 | $600K | 5.3% |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $588K | 5.2% |
| Principal Life Insurance Company | — | — | $0 | $588K | 5.2% |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $413K | 3.6% |
| Principal Life Insurance Company | — | — | $0 | $413K | 3.6% |
| Principal Life Insurance Company | — | — | $0 | $392K | 3.4% |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $392K | 3.4% |
| PRIN SAM STRAT GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $331K | 2.9% |
| Principal Life Insurance Company | — | — | $0 | $331K | 2.9% |
| Principal Life Insurance Company | — | — | $0 | $330K | 2.9% |
| PRIN SAM BALANCED SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $330K | 2.9% |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $323K | 2.8% |
| Principal Life Insurance Company | — | — | $0 | $323K | 2.8% |
| PRIN SAM CONS GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $236K | 2.1% |
| Principal Life Insurance Company | — | — | $0 | $236K | 2.1% |
| Schwab Funds | — | — | $0 | $214K | 1.9% |
| PRIN INTL EQ SEPARATE ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $211K | 1.9% |
| Principal Life Insurance Company | — | — | $0 | $211K | 1.9% |
| Principal Life Insurance Company | — | — | $0 | $210K | 1.8% |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $210K | 1.8% |
| Principal Life Insurance Company | — | — | $0 | $188K | 1.6% |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $184K | 1.6% |
| Principal Life Insurance Company | — | — | $0 | $184K | 1.6% |
| Principal Life Insurance Company | — | — | $0 | $130K | 1.1% |
| PRIN MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $130K | 1.1% |
| Principal Life Insurance Company | — | — | $0 | $125K | 1.1% |
| Principal Life Insurance Company | — | — | $0 | $120K | 1.1% |
| PRIN HIGH YIELD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $120K | 1.1% |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $108K | 1.0% |
| Principal Life Insurance Company | — | — | $0 | $108K | 1.0% |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $105K | 0.9% |
| Principal Life Insurance Company | — | — | $0 | $105K | 0.9% |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $103K | 0.9% |
| Principal Life Insurance Company | — | — | $0 | $103K | 0.9% |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $98K | 0.9% |
| ANNUITY CONTRACT NUMBER 4-14720 Principal Life Insurance Company | — | — | $0 | $98K | 0.9% |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $79K | 0.7% |
| Principal Life Insurance Company | — | — | $0 | $79K | 0.7% |
| Principal Life Insurance Company | — | — | $0 | $77K | 0.7% |
| PRIN SAM FLEXIBLE INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $77K | 0.7% |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $76K | 0.7% |
| Principal Life Insurance Company | — | — | $0 | $76K | 0.7% |
| Principal Life Insurance Company | — | — | $0 | $66K | 0.6% |
| PRIN SAM CONS BALANCED SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $66K | 0.6% |
| Principal Life Insurance Company | — | — | $0 | $44K | 0.4% |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $44K | 0.4% |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $43K | 0.4% |
| Principal Life Insurance Company | — | — | $0 | $43K | 0.4% |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $33K | 0.3% |
| Principal Life Insurance Company | — | — | $0 | $33K | 0.3% |
| Principal Life Insurance Company | — | — | $0 | $17K | 0.2% |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $17K | 0.2% |
