Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds | Other securities | — | — | $458K | 19.1% | |
| Principal Funds | Other securities | — | — | $441K | 18.4% | |
| American Funds | Other securities | — | — | $291K | 12.1% | |
| Principal Funds | Other securities | — | — | $236K | 9.8% | |
| Principal Funds | Other securities | — | — | $208K | 8.7% | |
| Franklin Templeton | Other securities | — | — | $115K | 4.8% | |
| Principal Funds | Other securities | — | — | $107K | 4.5% | |
| American Funds | Other securities | — | — | $98K | 4.1% | |
| Principal Funds | Other securities | — | — | $74K | 3.1% | |
| Columbia Funds | Other securities | — | — | $64K | 2.7% | |
| Principal Funds | Other securities | — | — | $64K | 2.7% | |
| Principal Funds | Other securities | — | — | $49K | 2.0% | |
| Alliance Bernstein | Other securities | — | — | $49K | 2.0% | |
| American Funds | Other securities | — | — | $40K | 1.7% | |
| American Funds | Other securities | — | — | $23K | 0.9% | |
| American Funds | Other securities | — | — | $8K | 0.3% | |
| American Funds | Other securities | — | — | $2K | <0.1% | |
| Principal Funds | Other securities | — | — | $1K | <0.1% | |
| American Funds | Other securities | — | — | $453 | <0.1% | |
| Principal Funds | Other securities | — | — | $143 | <0.1% | |
| American Funds | Other securities | — | — | $100 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS INVESTMENT CORP | 47-0663374 | — | OTHER SERVICES | $0 | — |
