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 ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TI TRUST SERVICES | 20-1171923 | — | TRUSTEE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINCIPAL/BLACKROCK S & P INDEX FUN PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | $2.4M | 1.9% |
| PRINCIPAL STABLE RETURN F FUND PRINCIPAL · EIN 41-6202499 / PN 001 | Common Collective Trust | $2.3M | 1.8% |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $127K | — |
Common Collective Trust |
| $789K |
| 0.6% |
