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 | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Funds | Other securities | — | — | $7.1M | 16.8% | |
| PGIM Investments | Other securities | — | — | $5.5M | 13.1% | |
| Principal Funds Inc | Common Stock | — | — | $4.6M | 10.8% | |
| T. Rowe Price Funds | Other securities | — | — | $3.0M | 7.2% | |
| T. Rowe Price Funds | Other securities | — | — | $2.8M | 6.6% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.8M | 6.5% | |
| Principal Funds Inc | Common Stock | — | — | $2.5M | 6.0% | |
| Principal Global Investors Trust Co | Common Stock | — | — | $1.3M | 3.0% | |
| Principal Funds Inc | Common Stock | — | — | $1.2M | 2.8% | |
| Principal Funds Inc | Common Stock | — | — | $970K | 2.3% | |
| Principal Funds Inc | Common Stock | — | — | $957K | 2.3% | |
| T. Rowe Price Funds | Other securities | — | — | $879K | 2.1% | |
| BlackRock | Other securities | — | — | $802K | 1.9% | |
| The American Funds | Other securities | — | — | $785K | 1.9% | |
| T. Rowe Price Funds | Other securities | — | — | $721K | 1.7% | |
| Nuveen | Other securities | — | — | $716K | 1.7% | |
| T. Rowe Price Funds | Other securities | — | — | $657K | 1.6% | |
| Janus International Holding, LLC | Other securities | — | — | $651K | 1.5% | |
| Fidelity Investments | Other securities | — | — | $634K | 1.5% | |
| T. Rowe Price Funds | Other securities | — | — | $624K | 1.5% | |
| T. Rowe Price Funds | Other securities | — | — | $620K | 1.5% | |
| T. Rowe Price Funds | Other securities | — | — | $511K | 1.2% | |
| SEI TRUST COMPANY | Other securities | — | — | $345K | 0.8% | |
| T. Rowe Price Funds | Other securities | — | — | $219K | 0.5% | |
| American Century Investments | Other securities | — | — | $152K | 0.4% | |
| T. Rowe Price Funds | Other securities | — | — | $139K | 0.3% | |
| T. Rowe Price Funds | Other securities | — | — | $106K | 0.3% | |
| Principal Funds Inc | Common Stock | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
