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 | $46K | — |
| ADVANCED BENEFITS CONSULTING | 38-3659534 | — | CONTRACT ADMINISTRATOR | $5K | — |
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 |
|---|---|---|---|---|---|---|
| Nuveen Asset Management Nuveen Lifecycle Index 2045 R6 | — | — | — | $1.4M | 14.7% | |
| Nuveen Asset Management Nuveen Lifecycle Index 2030 R6 |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | — | — |
| — |
| — |
| — |
| $1.3M |
| 13.7% |
| Nuveen Asset Management Nuveen Lifecycle Index 2025 R6 | — | — | — | $1.3M | 13.6% |
| Nuveen Asset Management Nuveen Lifecycle Index 2035 R6 | — | — | — | $1.2M | 13.2% |
| Nuveen Asset Management Nuveen Lifecycle Index 2040 R6 | — | — | — | $887K | 9.6% |
| Nuveen Asset Management Nuveen Lifecycle Index 2055 R6 | — | — | — | $735K | 7.9% |
| Nuveen Asset Management Nuveen Lifecycle Index 2050 R6 | — | — | — | $704K | 7.6% |
| Nuveen Asset Management Nuveen Lifecycle Index 2020 R6 | — | — | — | $648K | 7.0% |
| Principal Life Insurance Prin Fixed Inc Guar Option | — | — | — | $448K | 4.8% |
| Dimensional Fund Advisors DFA US Large Company I | — | — | — | $121K | 1.3% |
| Nuveen Asset Management Nuveen Lifecycle Index 2060 R6 | — | — | — | $116K | 1.2% |
| Participants Participant Loans Rates are 3.25% - 8.50% - | Participant loans | — | — | $115K | 1.2% |
| Hartford Mutual Funds Hartford Dvdnd And Growth | — | — | — | $66K | 0.7% |
| Nuveen Asset Management Nuveen Lifecycle Index Ret Inc R6 | — | — | — | $63K | 0.7% |
| Nuveen Asset Management Nuveen Lifecycle Index 2010 R6 | — | — | — | $41K | 0.4% |
| Goldman Sachs GQG Prt Int O | — | — | — | $37K | 0.4% |
| Alliance Bernstein AB Large Cap Growth Z Fund | — | — | — | $32K | 0.3% |
| Nuveen Asset Management Nuveen Lifecycle Index 2065 R6 | — | — | — | $25K | 0.3% |
| PIMCO Funds PIMCO Low Dur Income Inst Fd | — | — | — | $19K | 0.2% |
| Allspring Global Investments Allsprng Spec Sm Cap Value | — | — | — | $16K | 0.2% |
| PIMCO Funds PIM Com Real Ret Stra Inst'l | — | — | — | $16K | 0.2% |
| Nuveen Asset Management Amundi Pioneer Bond Fund | — | — | — | $15K | 0.2% |
| Nuveen Asset Management Nuveen Lifecycle Index 2015 R6 | — | — | — | $15K | 0.2% |
| BlackRock High Yield Bond K Fund | — | — | — | $12K | 0.1% |
| Allspring Global Investments Allsprng Spec Mid Cap Value | — | — | — | $10K | 0.1% |
| Sun Life Financial MFS Mid-Cap Growth R6 Fund | — | — | — | $8K | <0.1% |
| Allspring Global Investments Allsprng Common Sock R6 Fund | — | — | — | $4K | <0.1% |
| Principal Global Investors Small Cap S&P 500 Index | — | — | — | $3K | <0.1% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3K | <0.1% |
| Alliance Bernstein AB Large Cap Growth Z Fund | — | — | — | $3K | <0.1% |
| PIMCO Funds PIMCO RE Real Ret Strat I Fd | — | — | — | $2K | <0.1% |
