Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES | 42-0941553 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Victory Intgrty Md Cp Val R6 | Other securities | — | $0 | $3.8M | 26.2% | |
| Participant Loans | Participant loans | — | $0 | $1.8M | 12.5% | |
| PIMCO RAE Fdmtl Emg Mkts Instl | Mutual Funds | — | $0 | $1.6M | 11.1% | |
| Prin LifeTime Hybrid 2020 R6 | Other securities | — | $0 | $1.4M | 9.6% | |
| DFA Intl Sust Cr 1 Fd | Mutual Funds | — | $0 | $747K | 5.2% | |
| Prin LifeTime Hybrid 2040 R6 | Other securities | — | $0 | $737K | 5.1% | |
| Prin LifeTime Hybrid 2050 R6 | Other securities | — | $0 | $649K | 4.5% | |
| Prin LifeTime Hybrid 2055 R6 | Other securities | — | $0 | $554K | 3.8% | |
| Prin LifeTime Hybrid 2045 R6 | Other securities | — | $0 | $522K | 3.6% | |
| Prin LifeTime Hybrid 2015 R6 | Other securities | — | $0 | $349K | 2.4% | |
| DFA US Small Cap I Fund | Mutual Funds | — | $0 | $305K | 2.1% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $298K | 2.1% | |
| Prin LifeTime Hybrid 2060 R6 | Other securities | — | $0 | $247K | 1.7% | |
| JP Morgan Equity Income R6 Fd | Other securities | — | $0 | $216K | 1.5% | |
| Prin LifeTime Hybrid 2070 R6 | Other securities | — | $0 | $204K | 1.4% | |
| Prin LifeTime Hybrid 2065 R6 | Other securities | — | $0 | $196K | 1.4% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $151K | 1.0% | |
| Prin LifeTime Hybrid Inc R6 | Common Stocks | — | $0 | $149K | 1.0% | |
| Macquarie Mid Cap Growth R6 Fu | Other securities | — | $0 | $112K | 0.8% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $101K | 0.7% | |
| AB Small Cap Grwth Port Z Fd | Other securities | — | $0 | $88K | 0.6% | |
| Prin LifeTime Hybrid 2030 R6 | Other securities | — | $0 | $82K | 0.6% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | $0 | $61K | 0.4% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | $0 | $39K | 0.3% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $26K | 0.2% | |
| Prin LifeTime Hybrid 2035 R6 | Other securities | — | $0 | $14K | <0.1% | |
| iShares Tot Stk Mkt In K Fd | Other securities | — | $0 | $11K | <0.1% | |
| Prin LifeTime Hybrid 2025 R6 | Other securities | — | $0 | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
