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 | — |
| 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 |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account |
| Indirect comp |
|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| — |
| — |
| $2.4M |
| 14.3% |
| Principal Life Insurance Company | — | — | $0 | $2.4M | 14.3% |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.3M | 13.8% |
| Principal Life Insurance Company | — | — | $0 | $2.3M | 13.8% |
| Principal Life Insurance Company | — | — | $0 | $2.2M | 13.1% |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.2M | 13.1% |
| Vanguard Group | — | — | $0 | $1.5M | 9.3% |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.5M | 9.3% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $807K | 4.9% |
| Principal Life Insurance Company | — | — | $0 | $807K | 4.9% |
| Principal Life Insurance Company | — | — | $0 | $713K | 4.3% |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $713K | 4.3% |
| Principal Life Insurance Company | — | — | $0 | $644K | 3.9% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $644K | 3.9% |
| Principal Life Insurance Company | — | — | $0 | $615K | 3.7% |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $615K | 3.7% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $594K | 3.6% |
| Principal Life Insurance Company | — | — | $0 | $594K | 3.6% |
| Principal Life Insurance Company | — | — | $0 | $526K | 3.2% |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $526K | 3.2% |
| Principal Life Insurance Company | — | — | $0 | $518K | 3.1% |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $518K | 3.1% |
| Principal Life Insurance Company | — | — | $0 | $497K | 3.0% |
| Principal Life Insurance Company | — | — | $0 | $489K | 3.0% |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $489K | 3.0% |
| Vanguard Group | — | — | $0 | $433K | 2.6% |
| Principal Life Insurance Company | — | — | $0 | $424K | 2.6% |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $424K | 2.6% |
| Principal Life Insurance Company | — | — | $0 | $414K | 2.5% |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $414K | 2.5% |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $373K | 2.3% |
| Principal Life Insurance Company | — | — | $0 | $373K | 2.3% |
| Principal Life Insurance Company | — | — | $0 | $367K | 2.2% |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $367K | 2.2% |
| Principal Life Insurance Company | — | — | $0 | $266K | 1.6% |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $266K | 1.6% |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $207K | 1.3% |
| Principal Life Insurance Company | — | — | $0 | $207K | 1.3% |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $172K | 1.0% |
| Principal Life Insurance Company | — | — | $0 | $110K | 0.7% |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $109K | 0.7% |
| Principal Life Insurance Company | — | — | $0 | $109K | 0.7% |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $108K | 0.7% |
| Principal Life Insurance Company | — | — | $0 | $108K | 0.7% |
| Principal Life Insurance Company | — | — | $0 | $55K | 0.3% |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $55K | 0.3% |
| American Funds NewWorld R6 | — | — | $0 | $53K | 0.3% |
| Principal Life Insurance Company | — | — | $0 | $34K | 0.2% |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $34K | 0.2% |
| Oppenheimer | — | — | $0 | $16K | <0.1% |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $10K | <0.1% |
| Principal Life Insurance Company | — | — | $0 | $10K | <0.1% |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $8K | <0.1% |
| Principal Life Insurance Company | — | — | $0 | $8K | <0.1% |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $7K | <0.1% |
| Principal Life Insurance Company | — | — | $0 | $7K | <0.1% |
