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 | $82K | — |
| 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | — | — | $0 | $4.5M | 20.9% | |
| Principal Life Insurance Company | — | — | $0 | $2.5M | 11.5% |
| Indirect comp |
|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | OTHER SERVICES | $0 | — |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.5M | 11.5% |
| JP Morgan Funds | — | — | $0 | $2.5M | 11.4% |
| American Funds Service Company | — | — | $0 | $1.8M | 8.6% |
| Lord Abbett | — | — | $0 | $1.5M | 7.2% |
| Guggenheim Investments | — | — | $0 | $1.3M | 6.0% |
| PGIM Investments | — | — | $0 | $1.2M | 5.3% |
| Vanguard Group | — | — | $0 | $1.0M | 4.8% |
| Janus International Holding, LLC | — | — | $0 | $794K | 3.7% |
| SEI TRUST COMPANY | — | — | $0 | $561K | 2.6% |
| MFS Investment Management | — | — | $0 | $541K | 2.5% |
| MFS Investment Management | — | — | $0 | $501K | 2.3% |
| The American Funds | — | — | $0 | $460K | 2.1% |
| Vanguard Group | — | — | $0 | $441K | 2.0% |
| Vanguard Group | — | — | $0 | $430K | 2.0% |
| Vanguard Group | — | — | $0 | $409K | 1.9% |
| Fidelity Investments | — | — | $0 | $399K | 1.9% |
| Federated Securities Corporation | — | — | $0 | $363K | 1.7% |
| MFS Investment Management | — | — | $0 | $180K | 0.8% |
| The American Funds | — | — | $0 | $159K | 0.7% |
| TIAA Investments | — | — | $0 | $13K | <0.1% |
