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 | $6K | — |
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 LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.8M |
| 18.8% |
| T. Rowe Price Funds | — | — | — | $2.8M | 18.8% |
| PRIN LGCAP S&P 500 INDEX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.7M | 11.5% |
| T. Rowe Price Funds | — | — | — | $1.7M | 11.5% |
| T. Rowe Price Funds | — | — | — | $1.7M | 11.5% |
| T. Rowe Price Funds | — | — | — | $898K | 6.0% |
| T. Rowe Price Funds | — | — | — | $849K | 5.7% |
| T. Rowe Price Funds | — | — | — | $711K | 4.8% |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $602K | 4.1% |
| Principal Life Insurance Company | — | — | — | $602K | 4.1% |
| Principal Life Insurance Company | — | — | — | $554K | 3.7% |
| PRIN EQUITY INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $554K | 3.7% |
| T. Rowe Price Funds | — | — | — | $488K | 3.3% |
| Principal Life Insurance Company | — | — | — | $487K | 3.3% |
| PRIN MIDCAP S&P 400 IDX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $474K | 3.2% |
| Principal Life Insurance Company | — | — | — | $474K | 3.2% |
| Principal Life Insurance Company | — | — | — | $359K | 2.4% |
| PRIN LIQUID ASSETS SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $347K | 2.3% |
| Principal Life Insurance Company | — | — | — | $347K | 2.3% |
| Principal Life Insurance Company | — | — | — | $341K | 2.3% |
| T. Rowe Price Funds | — | — | — | $308K | 2.1% |
| Principal Life Insurance Company | — | — | — | $257K | 1.7% |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $257K | 1.7% |
| Principal Life Insurance Company | — | — | — | $252K | 1.7% |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $252K | 1.7% |
| PRIN DIV INTL SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $246K | 1.7% |
| Principal Life Insurance Company | — | — | — | $246K | 1.7% |
| Principal Life Insurance Company | — | — | — | $231K | 1.6% |
| PRIN CORE PLUS BOND SEP ACT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $220K | 1.5% |
| Principal Life Insurance Company | — | — | — | $220K | 1.5% |
| PRIN REAL ESTATE SECS SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $213K | 1.4% |
| Principal Life Insurance Company | — | — | — | $213K | 1.4% |
| Principal Life Insurance Company | — | — | — | $151K | 1.0% |
| T. Rowe Price Funds | — | — | — | $139K | 0.9% |
| PRIN INTL SMALLCAP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $130K | 0.9% |
| Principal Life Insurance Company | — | — | — | $130K | 0.9% |
| Principal Life Insurance Company | — | — | — | $113K | 0.8% |
| PRIN U.S. PROPERTY SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $113K | 0.8% |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $93K | 0.6% |
| Principal Life Insurance Company | — | — | — | $93K | 0.6% |
| PRIN DIV INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 134 | Pooled Separate Account | — | — | $26K | 0.2% |
| Principal Life Insurance Company | — | — | — | $26K | 0.2% |
| PRIN MIDCAP GROWTH III SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $230 | <0.1% |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
