Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $967K | 15.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $921K | 14.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $905K | 14.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $680K | 10.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $597K | 9.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $559K | 8.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $429K | 6.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $304K | 4.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $291K | 4.6% | |
| Principal Large Cap S&P 500 Index Institutional Fund Mutual fund | Other securities | — | — | $197K | 3.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $64K | 1.0% | |
| MFS Value Fund Mutual fund | Other securities | — | — | $52K | 0.8% | |
| Principal Small Cap S&P 600 Index Fund Mutual fund | Other securities | — | — | $49K | 0.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $47K | 0.7% | |
| BlackRock iShares MSCI EAFE International Index I Fund Mutual fund | Other securities | — | — | $35K | 0.6% | |
| American Funds New World Fund Mutual fund | Other securities | — | — | $34K | 0.5% | |
| BNY Mellon Bond Market Index I Fund Mutual fund | Other securities | — | — | $23K | 0.4% | |
| due through January 2028 | Other securities | — | — | $22K | 0.4% | |
| Principal Large Cap Growth I Fund Mutual fund | Other securities | — | — | $21K | 0.3% | |
| PGIM Total Return Bond Fund Mutual fund | Other securities | — | — | $19K | 0.3% | |
| American Funds EuroPacific Growth Fund Mutual fund | Other securities | — | — | $18K | 0.3% | |
| Principal Real Estate Securities Fund Mutual fund | Other securities | — | — | $11K | 0.2% | |
| Principal Small Cap Value II Fund Mutual fund | Other securities | — | — | $10K | 0.2% | |
| PIMCO Real Return Admin Fund Mutual fund | Other securities | — | — | $9K | 0.1% | |
| Principal Guaranteed Option Investment contract | Other securities | — | — | $9K | 0.1% | |
| PGIM Jennison Small Company Fund Mutual fund | Other securities | — | — | $8K | 0.1% | |
| PGIM High Yield Fund Mutual fund | Other securities | — | — | $6K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 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 | — |
| DWC ERISA CONSULTANTS LLC | 26-2091417 | — | CONTRACT ADMINISTRATOR | $8K | — |
