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 | $31K | — |
| 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account |
| Indirect comp |
|---|
| NORTHWESTERN MUTUAL | 52-2114207 | — | OTHER SERVICES | $0 | — |
| — |
| — |
| $1.1M |
| 35.8% |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $491K | 16.1% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $489K | 16.0% |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $170K | 5.6% |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $134K | 4.4% |
| Principal Life Insurance Company Large Cap Growth I Separate Account | — | — | — | $117K | 3.8% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $117K | 3.8% |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $99K | 3.3% |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $92K | 3.0% |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $70K | 2.3% |
| Blackrock Mid Cap Growth Equity Portfolio Class K Fund | — | — | — | $62K | 2.0% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $46K | 1.5% |
| Participant Loans Various participant loans – interest rate from 8.75% -0- | Participant loans | — | — | $29K | 1.0% |
| DFA US Sust CR 1 | — | — | — | $28K | 0.9% |
| Fidelity International Index Fund | — | — | — | $22K | 0.7% |
| Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account | — | — | — | $20K | 0.7% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $20K | 0.7% |
| Principal Life Insurance Company Guaranteed Option Group Annuity Contract - | — | — | — | $17K | 0.6% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $16K | 0.5% |
| Principal Life Insurance Company Core Fixed Income Separate Account | — | — | — | $15K | 0.5% |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $15K | 0.5% |
| American Funds New World R6 Fund | — | — | — | $6K | 0.2% |
| MFS Mid Cap Value R6 Fund | — | — | — | $5K | 0.2% |
| PGIM Global Total Return Fund | — | — | — | $5K | 0.1% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | 0.1% |
| DFA Inflation Protected Securities Portfolio | — | — | — | $3K | <0.1% |
| Franklin Templeton Small Cap Value R6 Fund | — | — | — | $2K | <0.1% |
| PGIM High Yield Fund | — | — | — | $2K | <0.1% |
| Janus Henderson Triton N Fund | — | — | — | $2K | <0.1% |
| PRINL LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $2K | <0.1% |
| Principal Life Insurance Company Government & High Quality Bond Separate Acct. | — | — | — | $1K | <0.1% |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $1K | <0.1% |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% |
