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 | $56K | — |
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 LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.6M | 23.3% | |
| MassMutual Financial Group Sel Blchp Grw I Fd | Common Stock | — | — | $1.8M | 16.3% | |
| Vanguard Group Tgt Rmt 2040 Inv Fund | Common Stock | — | — | $760K | 6.8% | |
| Vanguard Group Tgt Rmt 2030 Inv Fund | Common Stock | — | — | $672K | 6.0% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $547K | 4.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $467K | 4.2% | |
| Vanguard Group Tgt Rmt 2035 Inv Fund | Common Stock | — | — | $452K | 4.0% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $438K | 3.9% | |
| Vanguard Group Tgt Rmt Inc Inv Fund | Common Stock | — | — | $357K | 3.2% | |
| Vanguard Group MidCap Val Idx Adm Fd | Common Stock | — | — | $349K | 3.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $345K | 3.1% | |
| Vanguard Group Tgt Rmt 2045 Inv Fund | Common Stock | — | — | $300K | 2.7% | |
| The American Funds SMCAP WLD R6 FD | Other securities | — | — | $282K | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $273K | 2.4% | |
| Vanguard Group Tgt Rmt 2020 Inv Fund ** 209 Vanguard Group Tgt Rmt 2025 Inv Fund | Common Stock | — | — | $226K | 2.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $219K | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $193K | 1.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $163K | 1.4% | |
| Vanguard Group Tgt Rmt 2060 Inv Fund | Common Stock | — | — | $163K | 1.4% | |
| JP Morgan Funds Govt Bonf R6 Fund | Other securities | — | — | $97K | 0.9% | |
| Vanguard Group Tgt Rmt 2050 Inv Fund | Common Stock | — | — | $94K | 0.8% | |
| Vanguard Group Tgt Rmt 2055 Inv Fund | Common Stock | — | — | $90K | 0.8% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $89K | 0.8% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $74K | 0.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $68K | 0.6% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $61K | 0.5% | |
| Vanguard Group Tgt Rmt 2065 Inv Fund | Common Stock | — | — | $6K | <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 SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
