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 | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Group Annuity Contract * Principal Large Cap Growth I Sep Acct Pooled Separate Account | Common Stock | — | — | $2.6M | 15.4% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.6M | 15.4% | |
| of December 31, 2024 Am Cent Equity Inc A Fd Registered Investment Company | Common Stock | — | — | $1.9M | 11.4% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.4M | 8.2% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.1M | 6.4% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.1M | 6.3% | |
| Principal Capital Appreciation Sep Acct Pooled Separate Account | Other securities | — | — | $1.1M | 6.3% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.1M | 6.3% | |
| Pioneer Select Mid Cap Gr A Fd Registered Investment Company | Other securities | — | — | $816K | 4.8% | |
| Principal Mid Cap S&P 400 Index Sep Acct Pooled Separate Account | Other securities | — | — | $736K | 4.3% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $736K | 4.3% | |
| Am Fds Euro Pacific Grth R4 Fd Registered Investment Company | Other securities | — | — | $617K | 3.6% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $611K | 3.6% | |
| Principal Small Cap Growth I Sep Acct Pooled Separate Account | Other securities | — | — | $586K | 3.5% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $586K | 3.5% | |
| PRIN SAM CONS GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $570K | 3.4% | |
| Am Fds New Persp R4 Fund Registered Investment Company | Other securities | — | — | $530K | 3.1% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $458K | 2.7% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $427K | 2.5% | |
| PRIN SAM BALANCED SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $400K | 2.4% | |
| PRIN HIGH INCOME SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $243K | 1.4% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $239K | 1.4% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $223K | 1.3% | |
| Principal Mid Cap Value I Separate Acct Pooled Separate Account | Other securities | — | — | $206K | 1.2% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $206K | 1.2% | |
| maturing through December 2029 - | Other securities | — | — | $205K | 1.2% | |
| Principal Small Cap Value II Sep Acct Pooled Separate Account | Other securities | — | — | $191K | 1.1% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $191K | 1.1% | |
| PRIN GOVT & HQ BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $156K | 0.9% | |
| Principal Government & HQ Bond Sep Acct Pooled Separate Account | Other securities | — | — | $156K | 0.9% | |
| PGIM Investments, LLC PGIM High Yield R2 Fund Registered Investment Company | Other securities | — | — | $150K | 0.9% | |
| PRIN SAM CONS BALANCED SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $121K | 0.7% | |
| Principal SAM Conser Bal Sep Acct Pooled Separate Account | Other securities | — | — | $121K | 0.7% | |
| PRIN SAM STRAT GROWTH SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $111K | 0.7% | |
| Principal Life Tm Strat Inc Sep Acct Pooled Separate Account | Common Stock | — | — | $109K | 0.6% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $109K | 0.6% | |
| (E) | Other securities | — | $16K | $84K | 0.5% | |
| Principal SAM Flex Inc Sep Acct Pooled Separate Account | Common Stock | — | — | $84K | 0.5% | |
| PRIN SAM FLEXIBLE INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $84K | 0.5% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $16K | <0.1% | |
| (E) | Other securities | — | — | $4K | <0.1% | |
| Principal Insurance Company GIC, maturity date 12/31/2028, 4.86% interest | Stable Value | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
