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 | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $2.1M | 14.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.1M | 14.9% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $1.4M | 9.5% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.4M | 9.5% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $1.3M | 9.4% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.3M | 9.4% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $927K | 6.5% | |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $927K | 6.5% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $879K | 6.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $879K | 6.2% | |
| 47-0526649 Federal Statements DANA F. COLE & COMPANY, LLP 401(K) RETIREMENT PLAN Plan: 001 Assets Held for Investment Party in Current Interest Identity Description Cost Value X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $796K | 5.6% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $796K | 5.6% | |
| X PRINCIPAL GLOBAL INV COMMON/COLLECTIVE TR | Common Collective Trusts | — | — | $744K | 5.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $744K | 5.2% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $690K | 4.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $690K | 4.9% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $651K | 4.6% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $651K | 4.6% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $583K | 4.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $583K | 4.1% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $474K | 3.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $474K | 3.3% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $437K | 3.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $437K | 3.1% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $408K | 2.9% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $408K | 2.9% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $380K | 2.7% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $380K | 2.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $368K | 2.6% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $363K | 2.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $363K | 2.6% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $300K | 2.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $300K | 2.1% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $235K | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $235K | 1.7% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $178K | 1.3% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $178K | 1.3% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $177K | 1.3% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $177K | 1.3% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $177K | 1.2% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $177K | 1.2% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $146K | 1.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $146K | 1.0% | |
| X PARTICIPANT LOANS RANGE OF INTEREST RA | Participant loans | — | — | $122K | 0.9% | |
| X PRINCIPAL LIFE INSUR POOLED SEPARATE ACCO | Other securities | — | — | $56K | 0.4% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $56K | 0.4% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $47K | 0.3% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $47K | 0.3% | |
| X PRINCIPAL LIFE INSUR POOLED SPEARATE ACCO | Other securities | — | — | $41K | 0.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $41K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
