This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| 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 | $5K | — |
| 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HY 2025 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $607K | 28.2% |
| PRIN LIFETIME HY 2035 CIT Z105 |
| Indirect comp |
|---|
| ROYAL ALLIANCE ASSOCIATES INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
Common Collective Trust |
| $270K |
| 12.5% |
| PRIN LIFETIME HY 2045 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $207K | 9.6% |
| PRIN LIFETIME HY 2060 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $171K | 8.0% |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $165K | 7.7% |
| PRIN LIFETIME HY 2050 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $152K | 7.1% |
| PRIN LIFETIME HY 2055 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $121K | 5.6% |
| PRIN LIFETIME HY 2065 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $77K | 3.6% |
| PRIN LIFETIME HY 2030 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $60K | 2.8% |
| PRIN LARGECAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $57K | 2.6% |
| PRIN LIFETIME HY 2040 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $54K | 2.5% |
| PRIN REAL ESTATE SECS SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $43K | 2.0% |
| PRIN SMCAP S&P 600 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $9K | 0.4% |
| PRIN INFLATION PROTECT SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | $3K | 0.2% |
| PRIN MIDCAP S&P 400 IDX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $2K | <0.1% |
| PRIN LGCAP S&P 500 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $1K | <0.1% |
| PRINCIPAL DIV REAL ASSET SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | $317 | <0.1% |
| PRIN CORE PLUS BOND SEP ACT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $0 | <0.1% |
| PRIN DIVERSIFIED INTL SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $0 | <0.1% |
| PRIN EQUITY INCOME SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $0 | <0.1% |
| PRIN INTL EQUITY INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL BOND MKT INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | $0 | <0.1% |
