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 | $91K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal | Other securities | — | — | $9.0M | 28.9% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $8.5M | 27.4% | |
| Principal / BlackRock | Other securities | — | — | $8.2M | 26.3% | |
| American Funds | Other securities | — | — | $5.0M | 15.9% | |
| American Funds | Other securities | — | — | $1.5M | 4.8% | |
| Dodge and Cox Funds | Other securities | — | — | $1.3M | 4.0% | |
| Vanguard | Other securities | — | — | $1.1M | 3.7% | |
| Dodge and Cox Funds | Other securities | — | — | $867K | 2.8% | |
| Vanguard | Other securities | — | — | $667K | 2.1% | |
| PIMCO Funds | Other securities | — | — | $556K | 1.8% | |
| Principal / Multi-Manager | Other securities | — | — | $528K | 1.7% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $528K | 1.7% | |
| Principal / BlackRock | Other securities | — | — | $387K | 1.2% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $387K | 1.2% | |
| Participant loans | Participant loans | — | — | $364K | 1.2% | |
| Principal / BlackRock | Other securities | — | — | $355K | 1.1% | |
| Principal / BlackRock | Other securities | — | — | $355K | 1.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $355K | 1.1% | |
| BlackRock | Other securities | — | — | $227K | 0.7% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $227K | 0.7% | |
| Principal / BlackRock | Other securities | — | — | $180K | 0.6% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $180K | 0.6% | |
| Principal / BlackRock | Other securities | — | — | $137K | 0.4% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $137K | 0.4% | |
| Principal / BlackRock | Other securities | — | — | $133K | 0.4% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $133K | 0.4% | |
| Principal / BlackRock | Other securities | — | — | $119K | 0.4% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $119K | 0.4% | |
| JP Morgan | Other securities | — | — | $74K | 0.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
