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 | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $854K | 11.4% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $780K | 10.4% | |
| Am FdCap Wld Gth and In R6 Fnd | Other securities | — | $0 | $582K | 7.8% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $535K | 7.1% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $523K | 7.0% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $475K | 6.3% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $375K | 5.0% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $371K | 4.9% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $367K | 4.9% | |
| Prin/Fed Total Return Bd CIT N | Common Collective Trusts | — | $0 | $323K | 4.3% | |
| Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | $0 | $288K | 3.8% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $288K | 3.8% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $0 | $234K | 3.1% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $223K | 3.0% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $217K | 2.9% | |
| PRIN FIXED INC GUAR OPTION | Common Stock | — | $0 | $164K | 2.2% | |
| Prin/BR Agg Bd Index CIT N | Common Collective Trusts | — | $0 | $160K | 2.1% | |
| AM FDS 2070 TRGT DTE RTM R6 FD | Other securities | — | $0 | $151K | 2.0% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $0 | $143K | 1.9% | |
| T. Rowe Price New Horizon Fd | Other securities | — | $0 | $136K | 1.8% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $133K | 1.8% | |
| FIDELITY ADVISOR EMERG MRKTS Z | Other securities | — | $0 | $93K | 1.2% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $93K | 1.2% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $77K | 1.0% | |
| Dodge & Cox Intl Stock I Fund | Other securities | — | $0 | $60K | 0.8% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $31K | 0.4% | |
| Fidelity Puritan Fund | Other securities | — | $0 | $31K | 0.4% | |
| PRIN/FED TOTAL RETURN BD CIT N SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $21K | 0.3% | |
| Galliard Stable Return PN | Other securities | — | $0 | $21K | 0.3% | |
| Macquarie Small Cap Value R6 F | Other securities | — | $0 | $8K | 0.1% | |
| Fidelity Low-Priced Stock Fund | 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.
