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 | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2030 Inv Fund | Other securities | — | — | $594K | 23.4% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Other securities | — | — | $370K | 14.6% | |
| Vanguard 500 Index Admiral Fd | Other securities | — | — | $303K | 11.9% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Other securities | — | — | $192K | 7.6% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | — | $172K | 6.8% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Other securities | — | — | $166K | 6.6% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Other securities | — | — | $149K | 5.9% | |
| VANGUARD TGT RMT 2070 INV FUND | Other securities | — | — | $126K | 5.0% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Other securities | — | — | $112K | 4.4% | |
| Vanguard Tgt Rmt Inc Inv Fund | Common Stock | — | — | $102K | 4.0% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Other securities | — | — | $57K | 2.3% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | — | $33K | 1.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $32K | 1.2% | |
| Columbia Div Income I3 Fund | Other securities | — | — | $32K | 1.2% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | — | $31K | 1.2% | |
| Vanguard Dev Mkts Index Adm Fd | Other securities | — | — | $20K | 0.8% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Other securities | — | — | $19K | 0.7% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Other securities | — | — | $15K | 0.6% | |
| Vanguard Sm Cap Index Adm Fund | Other securities | — | — | $12K | 0.5% | |
| Prin Fixed Inc Guar Option | Common Stock | — | — | $10K | 0.4% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Other securities | — | — | $7K | 0.3% | |
| JP Morgan Sm Cp Growth R6 Fund | Other securities | — | — | $7K | 0.3% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $3K | 0.1% | |
| Prin Blue Chip SA-Z | Common Stock | — | — | $3K | 0.1% | |
| Participant Loans | Participant loans | — | — | $265 | <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 |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 51-6041053 | — | OTHER SERVICES | $0 | — |
