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 | $55K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morga n US Equi ty R6 Fund | Other securities | — | — | $11.2M | 15.0% | |
| Vanguard TI Stk Mkt Inx Adm Fund | Other securities | — | — | $6.4M | 8.6% | |
| Vanguard Target Reti rement Fund 2045 | Other securities | — | — | $5.8M | 7.7% | |
| Vanguard Target Reti rement Fund 2040 | Other securities | — | — | $5.5M | 7.4% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $4.7M | 6.3% | |
| Vanguard Target Reti rement Fund 2055 | Other securities | — | — | $4.3M | 5.7% | |
| Ja nus Hunders on Bal N Fund | Other securities | — | — | $3.8M | 5.0% | |
| Vanguard Target Reti rement Fund 2030 | Other securities | — | — | $3.7M | 5.0% | |
| Vanguard Target Reti rement Fund 2020 | Other securities | — | — | $3.5M | 4.7% | |
| Vanguard Target Reti rement Fund 2035 | Other securities | — | — | $3.1M | 4.1% | |
| Vanguard Target Reti rement Fund 2050 | Other securities | — | — | $2.9M | 3.9% | |
| Vanguard Target Reti rement Fund 2060 | Other securities | — | — | $2.7M | 3.7% | |
| Am Fds EuroPa ci fi c Grth R6 Fd | Other securities | — | — | $2.4M | 3.2% | |
| VANGUARD RET SAVINGS TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $2.3M | 3.1% | |
| Vanguard Val ue Index Adm Fund | Other securities | — | — | $1.3M | 1.8% | |
| Cha rl es Schwa b | Other securities | — | — | $1.2M | 1.7% | |
| Vanguard Growth Index Adm Fund | Other securities | — | — | $1.1M | 1.5% | |
| Vanguard Target Reti rement Fund 2065 | Other securities | — | — | $841K | 1.1% | |
| MFS Gl obal Total Return R6 Fd | Other securities | — | — | $839K | 1.1% | |
| Metro Wes t Ttl Rtn Bd I Fund | Other securities | — | — | $805K | 1.1% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Other securities | — | — | $625K | 0.8% | |
| Vanguard Sm Cap Index Adm Fund | Other securities | — | — | $497K | 0.7% | |
| Vanguard Mi d Cap Index Adm Fd | Other securities | — | — | $422K | 0.6% | |
| Vanguard Target Reti rement Fund 2025 | Other securities | — | — | $340K | 0.5% | |
| PIMCO Income Ins ti tuti onal Fd | Other securities | — | — | $261K | 0.3% | |
| Vanguard ST Bond Index—ADM #5132 | U.S. Treasuries | — | — | $258K | 0.3% | |
| Vanguard Tgt Rmt Inc Inv Fund | Common Stock | — | — | $256K | 0.3% | |
| Vanguard Ttl Bd Mkt Index Adm Fd | Other securities | — | — | $231K | 0.3% | |
| Vanguard Dev Mkts Index Adm Fd | Other securities | — | — | $186K | 0.2% | |
| Vanguard Target Reti rement Fund 2070 | Other securities | — | — | $149K | 0.2% | |
| Vanguard RE Index Adm Fund | Other securities | — | — | $100K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
