This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| 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 | — |
| 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HYB 2010 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | $1K | 38.9% |
| PRINCIPAL SMALLCAP SEP ACCT-I3 |
| Indirect comp |
|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
Pooled Separate Account |
| $0 |
| <0.1% |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $0 | <0.1% |
| PRIN LIQUID ASSETS SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $0 | <0.1% |
| PRIN INTL SMALLCAP SEP ACCT-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | $0 | <0.1% |
| PRIN U.S. PROPERTY SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $0 | <0.1% |
| PRIN CORE PLUS BOND SEP ACT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $0 | <0.1% |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $0 | <0.1% |
| PRIN GOVT&HQBND SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | $0 | <0.1% |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $0 | <0.1% |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $0 | <0.1% |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $0 | <0.1% |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $0 | <0.1% |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | $0 | <0.1% |
| PRIN MIDCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $0 | <0.1% |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $0 | <0.1% |
| PRIN EQUITY INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $0 | <0.1% |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $0 | <0.1% |