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 | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $577K | 21.1% | |
| PRIN LIFETIME HY 2040 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $520K | 19.0% | |
| PRIN LIFETIME HY 2035 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $359K | 13.1% | |
| PRIN LIFETIME HY 2025 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $317K | 11.6% | |
| PRIN LIFETIME HY 2030 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $283K | 10.4% | |
| PRIN LIFETIME HY 2050 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $193K | 7.1% | |
| PRIN LARGECAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $169K | 6.2% | |
| PRIN LIFETIME HY 2045 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $145K | 5.3% | |
| PRIN LIFETIME HY 2020 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $55K | 2.0% | |
| PRIN LIFETIME HY 2055 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $41K | 1.5% | |
| PRIN LIFETIME HY 2060 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $10K | 0.4% | |
| PRIN SMALLCAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $8K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $6K | 0.2% | |
| (E) | Other securities | — | — | $6K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $6K | 0.2% | |
| PRIN LIFETIME HY INC CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $5K | 0.2% | |
| PRIN REAL ESTATE SECS SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | 0.2% | |
| PRIN MIDCAP VALUE I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $4K | 0.2% | |
| PRIN HIGH YIELD SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $4K | 0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $4K | 0.1% | |
| PRIN LIFETIME HY 2015 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LT HYBRID 2070 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $79 | <0.1% | |
| PRIN INFLATION PROTECT SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $48 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $48 | <0.1% | |
| PRINCIPAL BOND MKT INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $48 | <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 |
|---|---|---|---|---|---|
| EQUITABLE NETWORK LLC | 06-1555494 | — | OTHER SERVICES | $0 | — |
