This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS INC | 85-0402842 | — | CONTRACT ADMINISTRATOR | $5K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETM 2040 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $1.5M | 20.8% |
| PRIN MIDCAP S&P 400 IDX SA-SIG |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMET SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
Pooled Separate Account |
| $536K |
| 7.4% |
| PRIN LARGECAP GROWTH I SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $411K | 5.6% |
| PRN LIFETM 2030 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $365K | 5.0% |
| PRIN LIFETM 2050 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $324K | 4.5% |
| PRIN LIFETM 2060 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $279K | 3.8% |
| PRIN BLUE CHIP SETP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | $266K | 3.7% |
| PRIN LIFETM 2020 SEP ACC-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $258K | 3.5% |
| PRIN SMCAP S&P IND SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $193K | 2.6% |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $188K | 2.6% |
| CORE PLUS BOND SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $181K | 2.5% |
| PRIN LGCAP S&P 500 IND SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $161K | 2.2% |
| PRIN MIDCAP VALUE 1 SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | $138K | 1.9% |
| PRIN SMALLCAP VALUE II SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $137K | 1.9% |
| PRIN LARGECAP VALUE III SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | $132K | 1.8% |
| PRIN INT EQ SEPARATE ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | $115K | 1.6% |
| PRIN RREAL ESTATE SECS SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $110K | 1.5% |
| PRIN INTL EQUITY INDEX SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | $103K | 1.4% |
| PRIN MIDCAP GRWTH SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | $102K | 1.4% |
| PRIN SMALLCAP GROWTH I SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $77K | 1.1% |
| PRIN EQUITY INCOME SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $57K | 0.8% |
| PRIN LIFETM STR INCOME SA-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $56K | 0.8% |
| PRIN GOVT & HQ BOND SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | $50K | 0.7% |
| PRIN LIFETM 2070 SEP ACCT-SIG PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | $48K | 0.7% |
