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 | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $2.4M | 15.8% | |
| Wells Fargo Institutional Large Cap Growth Collective Investment Trust | Common Collective Trusts | — | — | $1.3M | 8.6% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.6% | |
| Capital Group American Funds Target Date Retirement 2030 | Common Stock | — | — | $1.1M | 7.0% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $929K | 6.2% | |
| Capital Group American Funds Target Date Retirement 2035 | Common Stock | — | — | $852K | 5.7% | |
| Capital Group American Funds Target Date Retirement 2050 | Common Stock | — | — | $851K | 5.7% | |
| Capital Group American Funds Target Date Retirement 2055 | Common Stock | — | — | $795K | 5.3% | |
| Principal BlackRock S&P MidCap Index F Collective Investment Trust | Common Collective Trusts | — | — | $644K | 4.3% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $644K | 4.3% | |
| Vanguard Windsor II Fund | Other securities | — | — | $603K | 4.0% | |
| Invesco Equity and Income Fund | Other securities | — | — | $568K | 3.8% | |
| Capital Group American Funds Target Date Retirement 2045 | Common Stock | — | — | $491K | 3.3% | |
| S American Funds Europac Growth Fund | Mutual Funds | — | — | $460K | 3.1% | |
| Capital Group American Funds Target Date Retirement 2040 | Common Stock | — | — | $428K | 2.8% | |
| Voya Small Cap Growth Fund | Other securities | — | — | $396K | 2.6% | |
| Capital Group American Funds Target Date Retirement 2015 | Common Stock | — | — | $376K | 2.5% | |
| Delaware Funds Small Cap Value Fund | Other securities | — | — | $269K | 1.8% | |
| Capital Group American Funds Target Date Retirement 2025 | Common Stock | — | — | $197K | 1.3% | |
| Capital Group American Funds Target Date Retirement 2060 | Common Stock | — | — | $159K | 1.1% | |
| PRIN/CAUS INTL VALUE CIT N SEI TRUST COMPANY · EIN 47-6375784 / PN 001 | Common Collective Trust | — | — | $119K | 0.8% | |
| Wells Fargo Causeway International Value Collective Investment Trust | Common Collective Trusts | — | — | $119K | 0.8% | |
| Delaware Funds Emerging Markets Fund | Other securities | — | — | $77K | 0.5% | |
| Principal Real Estate Securities Institutional Class Fund | Other securities | — | — | $73K | 0.5% | |
| Capital Group American Funds Target Date Retirement 2065 | Common Stock | — | — | $65K | 0.4% | |
| PIMCO Income Fund | Other securities | — | — | $60K | 0.4% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $51K | 0.3% | |
| Capital Group American Funds Target Date Retirement 2020 | Common Stock | — | — | $43K | 0.3% | |
| GUARANTEED INCOME FUND * Principal Guaranteed Fixed Income | Other securities | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
