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 | $157K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z |
| Indirect comp |
|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Pooled Separate Account |
| — |
| — |
| $6.2M |
| 13.4% |
| Principal Global Investors Trust Co | — | — | — | $6.2M | 13.4% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.7M | 10.2% |
| Principal Global Investors Trust Co | — | — | — | $4.7M | 10.2% |
| Principal Global Investors Trust Co | — | — | — | $3.9M | 8.4% |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.9M | 8.4% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.6M | 7.8% |
| Principal Global Investors Trust Co | — | — | — | $3.6M | 7.8% |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.6M | 7.7% |
| Principal Global Investors Trust Co | — | — | — | $3.6M | 7.7% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.1M | 4.5% |
| Principal Global Investors Trust Co | — | — | — | $2.1M | 4.5% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.0M | 4.4% |
| Principal Life Insurance Company | — | — | — | $2.0M | 4.4% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.8M | 3.9% |
| Principal Life Insurance Company | — | — | — | $1.8M | 3.9% |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.8M | 3.9% |
| Principal Life Insurance Company | — | — | — | $1.8M | 3.9% |
| Victory Funds | — | — | — | $1.5M | 3.3% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.4M | 3.0% |
| Principal Life Insurance Company | — | — | — | $1.4M | 3.0% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 2.9% |
| Principal Global Investors Trust Co | — | — | — | $1.3M | 2.9% |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.3M | 2.8% |
| Principal Global Investors Trust Co | — | — | — | $1.3M | 2.8% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.2M | 2.7% |
| Principal Global Investors Trust Co | — | — | — | $1.2M | 2.7% |
| Principal Global Investors Trust Co | — | — | — | $1.2M | 2.6% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.6% |
| Participant Loans | Participant loans | — | — | $1.1M | 2.4% |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $942K | 2.0% |
| Principal Global Investors Trust Co | — | — | — | $942K | 2.0% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $894K | 1.9% |
| Principal Global Investors Trust Co | — | — | — | $894K | 1.9% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $718K | 1.5% |
| Principal Global Investors Trust Co | — | — | — | $718K | 1.5% |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $600K | 1.3% |
| Franklin Templeton Investments | — | — | — | $557K | 1.2% |
| PGIM Investments | — | — | — | $537K | 1.2% |
| Delaware Investments | — | — | — | $465K | 1.0% |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $452K | 1.0% |
| Principal Life Insurance Company | — | — | — | $452K | 1.0% |
| Vanguard Group | — | — | — | $440K | 0.9% |
| Principal Life Insurance Company | — | — | — | $328K | 0.7% |
| Principal Life Insurance Company | — | — | — | $308K | 0.7% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $308K | 0.7% |
| Fuller & Thaler | — | — | — | $249K | 0.5% |
| PGIM Investments | — | — | — | $233K | 0.5% |
| PRIN SPEC PREF CAP SEC INC PEM PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $190K | 0.4% |
| Principal Global Investors Trust Co | — | — | — | $190K | 0.4% |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $181K | 0.4% |
| Principal Life Insurance Company | — | — | — | $181K | 0.4% |
| Principal Life Insurance Company | — | — | — | $109K | 0.2% |
| JP Morgan Funds | — | — | — | $108K | 0.2% |
| Alliance Bernstein | — | — | — | $96K | 0.2% |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $96K | 0.2% |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $71K | 0.2% |
| Artisan | — | — | — | $71K | 0.2% |
| The American Funds | — | — | — | $28K | <0.1% |
