Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime 2040 Fund Registered Investment Company | Other securities | — | — | $9.9M | 19.4% | |
| Principal LifeTime 2030 Fund Registered Investment Company | Other securities | — | — | $8.5M | 16.6% | |
| Principal LifeTime 2050 Fund Registered Investment Company | Other securities | — | — | $6.7M | 13.0% | |
| Principal LifeTime 2020 Fund Registered Investment Company | Other securities | — | — | $5.1M | 10.0% | |
| Principal LargeCap S&P 500 Index Fund Registered Investment Company | Other securities | — | — | $3.1M | 6.1% | |
| Principal LifeTime 2060 Fund Registered Investment Company | Other securities | — | — | $2.4M | 4.7% | |
| Principal LifeTime Strategic Income Fund Registered Investment Company | Other securities | — | — | $1.8M | 3.4% | |
| Principal LifeTime 2035 Fund Registered Investment Company | Other securities | — | — | $1.5M | 3.0% | |
| Principal LifeTime 2055 Fund Registered Investment Company | Other securities | — | — | $1.5M | 3.0% | |
| Principal Fixed Income Guaranteed Option Guaranteed investment contract | Stable Value | — | — | $1.5M | 3.0% | |
| Alger Capital Appreciation Fund Registered Investment Company | Other securities | — | — | $1.3M | 2.6% | |
| Principal LifeTime 2045 Fund Registered Investment Company | Other securities | — | — | $1.2M | 2.3% | |
| Principal SmallCap S&P 600 Index Fund Registered Investment Company | Other securities | — | — | $969K | 1.9% | |
| American Funds EuroPacific Growth Fund Registered Investment Company | Other securities | — | — | $941K | 1.8% | |
| Principal MidCap S&P 400 Index Fund Registered Investment Company | Other securities | — | — | $936K | 1.8% | |
| maturing through July 2046. - | Other securities | — | — | $747K | 1.5% | |
| Principal LifeTime 2025 Fund Registered Investment Company | Other securities | — | — | $578K | 1.1% | |
| Principal Equity Income Fund Registered Investment Company | Other securities | — | — | $421K | 0.8% | |
| Principal Core Plus Bond Fund Registered Investment Company | Other securities | — | — | $396K | 0.8% | |
| Principal LifeTime 2065 Fund Registered Investment Company | Other securities | — | — | $357K | 0.7% | |
| Principal Real Estate Securities Fund Registered Investment Company | Other securities | — | — | $319K | 0.6% | |
| American Century Diversified Bond Fund Registered Investment Company | Other securities | — | — | $246K | 0.5% | |
| Principal MidCap Value I Fund Registered Investment Company | Other securities | — | — | $185K | 0.4% | |
| Carillon Eagle Small Cap Growth Fund Registered Investment Company | Other securities | — | — | $176K | 0.3% | |
| Principal LifeTime 2015 Fund Registered Investment Company | Other securities | — | — | $109K | 0.2% | |
| Fidelity Advisor Government Income I Fund Registered Investment Company | Other securities | — | — | $90K | 0.2% | |
| (E) | Other securities | — | — | $90K | 0.2% | |
| Principal Pension Builder (sm)Z Deferred income annuity | Other securities | — | — | $81K | 0.2% | |
| Principal Government Money Market Fund Registered Investment Company | Cash / Money Market | — | — | $47K | <0.1% | |
| Principal LifeTime 2070 Fund Registered Investment Company | Other securities | — | — | $44K | <0.1% | |
| (E) | Other securities | — | — | $44K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $133K | — |
