Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | Other securities | — | — | $2.1M | 23.0% | |
| Principal Multiple Sub-Advisors PLT 2045 | Other securities | — | — | $1.1M | 12.2% | |
| Principal Multiple Sub-Advisors PLT 2030 | Other securities | — | — | $1.0M | 11.2% | |
| Principal Multiple Sub-Advisors PLT 2040 | Other securities | — | — | $710K | 7.9% | |
| Principal Multiple Sub-Advisors PLT 2025 | Other securities | — | — | $632K | 7.1% | |
| Principal Multiple Sub-Advisors PLT 2035 | Other securities | — | — | $535K | 6.0% | |
| Principal Multiple Sub-Advisors PLT Strategic Income | Other securities | — | — | $468K | 5.2% | |
| Principal Multiple Sub-Advisors PLT 2050 | Other securities | — | — | $454K | 5.1% | |
| Principal Multiple Sub-Advisors PLT 2055 | Other securities | — | — | $398K | 4.4% | |
| Principal Multiple Sub-Advisors PLT 2060 | Other securities | — | — | $257K | 2.9% | |
| Participants Participant Loans Rates from 5.75% to 9.50% - | Bonds / Notes | — | — | $221K | 2.5% | |
| Principal Multiple Sub-Advisors PLT 2015 | Other securities | — | — | $206K | 2.3% | |
| Fixed Income Guaranteed Option * Principal Fixed Income Guaranteed Option | Other securities | — | — | $155K | 1.7% | |
| Principal Investors Fund Inc - Real Estate Securities 921 * Principal Largecap S&P 500 Index | Common Stock | — | — | $154K | 1.7% | |
| Principal Multiple Sub-Advisors PLT 2020 | Other securities | — | — | $145K | 1.6% | |
| Principal Multiple Sub-Advisors PLT 2065 | Other securities | — | — | $68K | 0.8% | |
| Principal Smallcap S&P 500 Index | Other securities | — | — | $52K | 0.6% | |
| Putnam Large Cap Value | Other securities | — | — | $48K | 0.5% | |
| Principal Midcap S&P 500 Index | Other securities | — | — | $41K | 0.5% | |
| Hartford Core Equity Fund | Other securities | — | — | $36K | 0.4% | |
| Principal LifeTime 2070 | Other securities | — | — | $8K | <0.1% | |
| iShares MSCI EAFE International Index | Other securities | — | — | $5K | <0.1% | |
| Principal Small Value II Fund 402 Fidelity Advisor High Income Advantage Fund | Other securities | — | — | $4K | <0.1% | |
| AB Global Bond Fund | Other securities | — | — | $4K | <0.1% | |
| AB Small Cap Growth Portfolio | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $42K |
| — |
