Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Other securities | — | — | $1.8M | 13.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.8M | 13.1% | |
| Principal Life Insurance Company | Other securities | — | — | $1.6M | 11.7% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.6M | 11.7% | |
| Principal Life Insurance Company | Other securities | — | — | $1.5M | 10.5% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.5M | 10.5% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.4M | 9.7% | |
| Principal Life Insurance Company | Other securities | — | — | $1.4M | 9.7% | |
| PGIM Investments | Other securities | — | — | $1.2M | 8.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.2M | 8.2% | |
| PGIM Investments | Other securities | — | — | $1.1M | 7.8% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.1M | 7.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $902K | 6.4% | |
| Principal Life Insurance Company | Other securities | — | — | $902K | 6.4% | |
| Principal Life Insurance Company | Other securities | — | — | $888K | 6.3% | |
| Principal Life Insurance Company | Other securities | — | — | $513K | 3.7% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $513K | 3.7% | |
| T. Rowe Price Funds | Other securities | — | — | $503K | 3.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $392K | 2.8% | |
| Principal Life Insurance Company | Other securities | — | — | $392K | 2.8% | |
| Principal Life Insurance Company | Other securities | — | — | $391K | 2.8% | |
| Participant Loans | Participant loans | — | — | $332K | 2.4% | |
| Principal Life Insurance Company | Other securities | — | — | $316K | 2.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $316K | 2.3% | |
| Principal Life Insurance Company | Other securities | — | — | $248K | 1.8% | |
| Principal Life Insurance Company | Other securities | — | — | $174K | 1.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $174K | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $159K | 1.1% | |
| Principal Life Insurance Company | Other securities | — | — | $159K | 1.1% | |
| Principal Life Insurance Company | Other securities | — | — | $114K | 0.8% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $114K | 0.8% | |
| Principal Life Insurance Company | Other securities | — | — | $75K | 0.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $75K | 0.5% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $73K | 0.5% | |
| Principal Life Insurance Company | Other securities | — | — | $73K | 0.5% | |
| MFS Investment Management | Other securities | — | — | $59K | 0.4% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $59K | 0.4% | |
| Fidelity Investments | Other securities | — | — | $58K | 0.4% | |
| Hartford Mutual Funds | Other securities | — | — | $54K | 0.4% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $54K | 0.4% | |
| The American Funds | Other securities | — | — | $46K | 0.3% | |
| Principal Life Insurance Company | Other securities | — | — | $40K | 0.3% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $40K | 0.3% | |
| Fidelity Investments | Other securities | — | — | $36K | 0.3% | |
| Principal Life Insurance Company | Other securities | — | — | $34K | 0.2% | |
| The American Funds | Other securities | — | — | $20K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $20K | 0.1% | |
| Principal Life Insurance Company | Other securities | — | — | $20K | 0.1% | |
| Principal Life Insurance Company | Other securities | — | — | $9K | <0.1% | |
| Fidelity Investments | Other securities | — | — | $5K | <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 LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $98K | — |
