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 | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund | Other securities | — | — | $1.4M | 33.0% | |
| American Funds 2025 Target Date Retirement Fund | Other securities | — | — | $805K | 19.1% | |
| American Funds 2035 Target Date Retirement Fund | Other securities | — | — | $551K | 13.1% | |
| American Funds 2040 Target Date Retirement Fund | Other securities | — | — | $331K | 7.8% | |
| American Funds 2045 Target Date Retirement Fund | Other securities | — | — | $253K | 6.0% | |
| American Funds 2050 Target Date Retirement Fund | Other securities | — | — | $123K | 2.9% | |
| American Funds 2010 Target Date Retirement Fund | Other securities | — | — | $108K | 2.6% | |
| Principal Large Cap S&P 500 Index Fund | Other securities | — | — | $85K | 2.0% | |
| American Funds 2020 Target Date Retirement Fund | Other securities | — | — | $85K | 2.0% | |
| Franklin Small Cap Growth Fund | Other securities | — | — | $77K | 1.8% | |
| American Funds 2055 Target Date Retirement Fund | Other securities | — | — | $69K | 1.6% | |
| New World Fund Inc | Common Stock | — | — | $55K | 1.3% | |
| Principal Fixed Income Guaranteed Option General Account | Other securities | — | — | $49K | 1.2% | |
| Principal Mid Cap S&P 400 Index Fund | Other securities | — | — | $45K | 1.1% | |
| American Funds Fundamental Investors | Other securities | — | — | $36K | 0.9% | |
| American Funds 2060 Target Date Retirement Fund | Other securities | — | — | $33K | 0.8% | |
| American Funds 2015 Target Date Retirement Fund | Other securities | — | — | $30K | 0.7% | |
| Hartford Life Insurance Company Mid Cap Fund | Other securities | — | — | $24K | 0.6% | |
| Capital World Growth and Income Fund | Other securities | — | — | $18K | 0.4% | |
| American Funds 2070 Target Date Retirement Fund 62 Putnam Income Fund | Other securities | — | — | $13K | 0.3% | |
| American Funds AMCAP Fund | Other securities | — | — | $8K | 0.2% | |
| Washington Mutual Investors Fund | Other securities | — | — | $6K | 0.1% | |
| American Funds Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| American Funds Balanced Fund | Other securities | — | — | $3K | <0.1% | |
| EuroPacific Growth Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity Government Income Fund | Other securities | — | — | $3K | <0.1% | |
| Franklin Small Cap Value Fund | Other securities | — | — | $2K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund | Other securities | — | — | $2K | <0.1% | |
| Principal Small Cap S&P 600 Index Fund | Other securities | — | — | $2K | <0.1% | |
| Principal Mid Cap Value Fund | Other securities | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT II TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | OTHER SERVICES | $0 | — |
