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 | $15K | — |
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 LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.8M | 17.3% | |
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.4M | 8.7% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.9M | 6.7% | |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 6.5% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.3M | 4.7% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.5% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.1M | 3.9% | |
| PRIN LIFETIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $979K | 3.5% | |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $937K | 3.4% | |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $809K | 2.9% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $781K | 2.8% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $730K | 2.6% | |
| Capital Appreciation Sep Acct+ Pooled Separate Accounts | Other securities | — | — | $724K | 2.6% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $724K | 2.6% | |
| PRIN CORE PLUS BOND SEP ACT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $685K | 2.5% | |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $596K | 2.2% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $594K | 2.1% | |
| PGIM High Yield A Fund Mutual Funds | Other securities | — | — | $546K | 2.0% | |
| Amer Funds SMCAP World R4 Fund Mutual Funds | Other securities | — | — | $503K | 1.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $401K | 1.4% | |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $370K | 1.3% | |
| Participant Loans Interest Rate (4.25% to 9.50%) | Bonds / Notes | — | — | $289K | 1.0% | |
| Secs Sep Acct+ Pooled Separate Accounts 72 * Diversified Intl Sep Acct+ Pooled Separate Accounts | Real Estate | — | — | $286K | 1.0% | |
| PRIN DIV INTL SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $286K | 1.0% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $281K | 1.0% | |
| SAM Conser Bal Sep Acct+ Pooled Separate Accounts | Other securities | — | — | $183K | 0.7% | |
| PRIN SAM CONS BALANCED SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $183K | 0.7% | |
| Victory RS Sm Cap Growth A Fd Mutual Funds | Other securities | — | — | $179K | 0.6% | |
| BlackRock Inflation Prot Sep Acct+ Pooled Separate Accounts | Other securities | — | — | $164K | 0.6% | |
| PRIN INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $164K | 0.6% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $155K | 0.6% | |
| SmallCap Separate Accont+ Pooled Separate Accounts | Other securities | — | — | $133K | 0.5% | |
| PRINCIPAL SMALLCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $133K | 0.5% | |
| PRIN SAM CONS GROWTH SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $115K | 0.4% | |
| Loomis Sayles GloBnd Retail Fd Mutual Funds | Other securities | — | — | $114K | 0.4% | |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $106K | 0.4% | |
| SAM Flex Inc Sep Acct+ Pooled Separate Accounts | Common Stock | — | — | $56K | 0.2% | |
| PRIN SAM FLEXIBLE INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $56K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $41K | 0.1% | |
| PRIN GLBL EM MKT SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $31K | 0.1% | |
| PRIN SAM BALANCED SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $29K | 0.1% | |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $10K | <0.1% | |
| Columbia Strat Income A Fund Mutual Funds | Other securities | — | — | $9K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $976 | <0.1% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $72 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
