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 | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $8.3M | 14.6% | |
| Principal Life Insurance Company Principal Lifetm 2040 | Other securities | — | — | $8.0M | 14.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $8.0M | 14.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $7.8M | 13.7% | |
| Principal Life Insurance Company Principal Lifetm 2050 | Other securities | — | — | $6.9M | 12.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $6.9M | 12.0% | |
| AllianceBernstein AB Large Cap Growth Fund Inc | Common Stock | — | — | $4.4M | 7.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $2.9M | 5.0% | |
| Principal Life Insurance Company Principal Lifetm 2030 | Other securities | — | — | $2.7M | 4.8% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.7M | 4.8% | |
| Vanguard Group Wellington Investment Fund | Common Stock | — | — | $2.5M | 4.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.7M | 3.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.7M | 3.0% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.6M | 2.8% | |
| Principal Life Insurance Company Guaranteed Two Year | Other securities | — | — | $1.4M | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.2M | 2.1% | |
| Principal Life Insurance Company Diversified International Sep Acct | Other securities | — | — | $1.0M | 1.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.0M | 1.8% | |
| PIMCO RAE Plus Fund | Other securities | — | — | $1.0M | 1.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $967K | 1.7% | |
| Principal Life Insurance Company Principal Lifetim 2020 | Other securities | — | — | $736K | 1.3% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $736K | 1.3% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $713K | 1.2% | |
| American Century Investments Cent SM CP Value Inv Fund | Other securities | — | — | $433K | 0.8% | |
| Principal Life Insurance Company Principal Lifetm STR INC | Common Stock | — | — | $279K | 0.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $279K | 0.5% | |
| Fidelity International Index Fund | Other securities | — | — | $278K | 0.5% | |
| Vanguard Group Vanguard TTL BD MKT IDX | Common Stock | — | — | $174K | 0.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $99K | 0.2% | |
| Principal Life Insurance Company Principal Pension Builder | Other securities | — | — | $83K | 0.1% | |
| (E) | Other securities | — | $12K | $64K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $64K | 0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $12K | <0.1% |
