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 | $14K | — |
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 2030 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account |
| — |
| — |
| $979K |
| 14.8% |
| PRIN LIFETIME 2040 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $906K | 13.7% |
| PRIN LIFETIME 2050 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $773K | 11.7% |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $677K | 10.2% |
| PRIN LIFETIME 2055 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $367K | 5.6% |
| PRIN LIFETIME 2045 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $293K | 4.4% |
| PRIN LIFETIME 2035 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $292K | 4.4% |
| Participant Loans Interest rates from 4.25% to 9.50% $0 | Participant loans | — | — | $226K | 3.4% |
| PRIN LIFETIME 2060 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $217K | 3.3% |
| PRIN LARGECAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $203K | 3.1% |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $202K | 3.1% |
| PRIN LIFETIME 2020 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $169K | 2.6% |
| PRIN LIFETIME 2025 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $150K | 2.3% |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $148K | 2.2% |
| Principal LifeTime 2065 - R4 Fund Pooled Separate Account Fund | — | — | — | $142K | 2.2% |
| PRIN LIFETM 2065 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $142K | 2.2% |
| PRIN LIQUID ASSETS SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $110K | 1.7% |
| PRIN MIDCAP VALUE I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $110K | 1.7% |
| PRIN CORE PLUS BOND SEP ACT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $101K | 1.5% |
| PRIN LARGECAP VALUE III SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $96K | 1.5% |
| (E) | — | — | — | $94K | 1.4% |
| PRIN MIDCAP GROWTH III SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $94K | 1.4% |
| PRINCIPAL SMALLCAP SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $73K | 1.1% |
| PRIN SMALLCAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $65K | 1.0% |
| Principal International Equity - R4 Fund Pooled Separate Account Fund | — | — | — | $52K | 0.8% |
| PRIN INTL EQ SEPARATE ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $52K | 0.8% |
| Principal Global Emerging Markets - R4 Fund Pooled Separate Account Fund | — | — | — | $35K | 0.5% |
| PRIN GLBL EMERG MARKETS SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $35K | 0.5% |
| Principal International SmallCap - R4 Fund Pooled Separate Account Fund | — | — | — | $35K | 0.5% |
| PRIN INTL SMALLCAP SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $35K | 0.5% |
| Principal Diversified International- R4 Fund Pooled Separate Account Fund | — | — | — | $32K | 0.5% |
| PRIN DIVERSIFIED INTL SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $32K | 0.5% |
| Principal U.S. Property - R4 Fund Pooled Separate Account Fund | — | — | — | $14K | 0.2% |
| PRIN U.S. PROPERTY SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $14K | 0.2% |
| PRIN LIFETIME 2015 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $11K | 0.2% |
| Principal LifeTime Strategic Income - R4 Fund Pooled Separate Account Fund | — | — | — | $9K | 0.1% |
| PRIN LIFETIME STRAT INC SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $9K | 0.1% |
| Principal LifeTime 2070 - R4 Fund Pooled Separate Account Fund | — | — | — | $4K | <0.1% |
| PRIN LIFETM 2070 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $4K | <0.1% |
