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 | $111K | — |
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 | |||||
|---|---|---|---|---|---|---|
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2050 MUTUAL FUND | Other securities | — | — | $2.8M | 13.1% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2030 MUTUAL FUND | Other securities | — | — | $2.6M | 12.3% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2035 MUTUAL FUND | Other securities | — | — | $1.8M | 8.6% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.2% | |
| IS NOT APPLICABLE PRINCIPAL BLACKROCK S&P 500 IDX COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $1.7M | 8.1% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2040 MUTUAL FUND | Other securities | — | — | $1.3M | 6.2% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2045 MUTUAL FUND | Other securities | — | — | $1.3M | 6.0% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2060 MUTUAL FUND | Other securities | — | — | $1.3M | 6.0% | |
| VANGUARD TARGET RETIREMENT 2055 MUTUAL FUND | Other securities | — | — | $1.2M | 5.5% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $966K | 4.6% | |
| IS NOT APPLICABLE PRINCIPAL BLACK ROCK S&P MIDCAP COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $959K | 4.5% | |
| IS NOT APPLICABLE * PRINCIPAL GLOBAL INVESTORS POOLED SEPARATE ACCOUNT | Other securities | — | — | $908K | 4.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $908K | 4.3% | |
| IS NOT APPLICABLE VANGUARD WELLINGTON ADMIRAL MUTUAL FUND | Other securities | — | — | $868K | 4.1% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $618K | 2.9% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2025 MUTUAL FUND | Other securities | — | — | $549K | 2.6% | |
| IS NOT APPLICABLE * PRNCIPAL GLOBAL INVESTORS TRUST CO COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $498K | 2.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $498K | 2.3% | |
| IS NOT APPLICABLE AMERICAN FUNDS MUTUAL FUND | Other securities | — | — | $473K | 2.2% | |
| IS NOT APPLICABLE BARON SMALL CAP MUTUAL FUND | Other securities | — | — | $437K | 2.1% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2070 MUTUAL FUND | Other securities | — | — | $432K | 2.0% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2065 MUTUAL FUND | Other securities | — | — | $430K | 2.0% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT 2020 MUTUAL FUND | Other securities | — | — | $227K | 1.1% | |
| IS NOT APPLICABLE VANGUARD TARGET RETIREMENT MUTUAL FUND | Other securities | — | — | $184K | 0.9% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $182K | 0.9% | |
| IS NOT APPLICABLE COLUMBIA SMALL CAP INDEX INST 2 MUTUAL FUND | Other securities | — | — | $93K | 0.4% | |
| IS NOT APPLICABLE PRINCIPAL BLACKROCK INTL EQUITY COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $15K | <0.1% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| IS NOT APPLICABLE PRINCIPAL BLACKROCK S&P 500 IDX COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $14K | <0.1% | |
| IS NOT APPLICABLE PRINCIPAL BLACKROCK US AGGREG COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $9K | <0.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| IS NOT APPLICABLE PRINCIPAL BLACKROCK S&P MIDCAP COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $7K | <0.1% | |
| IS NOT APPLICABLE PRINCIPAL BLACKROCK LARGE CAP COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $6K | <0.1% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| IS NOT APPLICABLE PRINCIPAL BLACKROCK LARGE CAP COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $5K | <0.1% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| IS NOT APPLICABLE PRINCIPAL BLACKROCK RUSSELL 2000 COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | — | $5K | <0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| (E) | Other securities | — | — | $4K | <0.1% |
