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 | $40K | — |
| Name | EIN | Location | Relation | Direct 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group | — | — | — | $638K | 18.8% | |
| Vanguard Group | — | — | — | $626K | 18.5% | |
| Indirect comp |
|---|
| FIRST CITIZENS INVESTOR SERVICES, I | 56-1854695 | — | OTHER SERVICES | $0 | — |
| Vanguard Group |
| — |
| — |
| — |
| $496K |
| 14.6% |
| Vanguard Group | — | — | — | $363K | 10.7% |
| Vanguard Group | — | — | — | $289K | 8.5% |
| Vanguard Group | — | — | — | $280K | 8.3% |
| Vanguard Group | — | — | — | $121K | 3.6% |
| Vanguard Group | — | — | — | $99K | 2.9% |
| Vanguard Group | — | — | — | $94K | 2.8% |
| Vanguard Group | — | — | — | $91K | 2.7% |
| Vanguard Group | — | — | — | $68K | 2.0% |
| T. Rowe Price Funds | — | — | — | $66K | 2.0% |
| Vanguard Group | — | — | — | $29K | 0.9% |
| JP Morgan Funds | — | — | — | $17K | 0.5% |
| Vanguard Group | — | — | — | $16K | 0.5% |
| PIMCO Funds | — | — | — | $15K | 0.4% |
| Vanguard Group | — | — | — | $15K | 0.4% |
| The American Funds | — | — | — | $14K | 0.4% |
| Principal Life Insurance Company | — | — | — | $14K | 0.4% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $14K | 0.4% |
| The American Funds | — | — | — | $13K | 0.4% |
| BlackRock | — | — | — | $10K | 0.3% |
| Lord Abbett | — | — | — | $10K | 0.3% |
| Vanguard Group | — | — | — | $9K | 0.3% |
| Vanguard Group | — | — | — | $5K | 0.1% |
