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 | $23K | — |
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 Life Insurance Principal Guaranteed Investment Contract | Stable Value | — | — | $2.4M | 9.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.4M | 9.0% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $2.3M | 8.8% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.2M | 8.4% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.9M | 7.4% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.9M | 7.2% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $1.7M | 6.6% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.5M | 5.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 4.9% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $1.2M | 4.5% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $845K | 3.2% | |
| Institutional Class BlackRock, Inc. BlackRock Inflation Protected Bond K Fund | Common Stock | — | — | $830K | 3.2% | |
| 2025 to April 2047 and interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $773K | 2.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $586K | 2.2% | |
| Institutional Class * Principal Capital Appreciation Separate | Other securities | — | — | $577K | 2.2% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $577K | 2.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $542K | 2.1% | |
| Institutional Class The Vanguard Group, Inc. Vanguard Strategic Equity Fund | Common Stock | — | — | $472K | 1.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $448K | 1.7% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $382K | 1.5% | |
| Prudential Investments, LLC PGIM Total Return Bond R6 Fund | Other securities | — | — | $235K | 0.9% | |
| Principal LifeTime Strategic Income Fund | Other securities | — | — | $235K | 0.9% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $235K | 0.9% | |
| Principal Strategic Asset Management Conservative | Other securities | — | — | $234K | 0.9% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $234K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $211K | 0.8% | |
| Institutional Class Prudential Investments, LLC PGIM High Yield R6 Fund | Other securities | — | — | $208K | 0.8% | |
| Principal Strategic Asset Management Conservative | Other securities | — | — | $205K | 0.8% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $205K | 0.8% | |
| Balanced Separate Account The Vanguard Group, Inc. Vanguard Mid-Cap Value Index Fund | Common Stock | — | — | $200K | 0.8% | |
| Investor Shares * Principal LifeTime Hybrid 2070 Fund | Other securities | — | — | $130K | 0.5% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $130K | 0.5% | |
| Institutional Class AllianceBernstein LP AB Global Bond Fund Class Z | Other securities | — | — | $92K | 0.3% | |
| Capital Research and American Funds New World Fund | Other securities | — | — | $47K | 0.2% | |
| Management Company, Inc. Class R6 * Principal Strategic Asset Management Strategic | Common Stock | — | — | $45K | 0.2% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $45K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $34K | 0.1% | |
| (E) | Other securities | — | — | $34K | 0.1% | |
| Prudential Investments, LLC PGIM Jennison Small Company R6 Fund | Other securities | — | — | $34K | 0.1% | |
| Principal Small Cap Value Fund | Other securities | — | — | $31K | 0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $31K | 0.1% | |
| Institutional Class MFS Investment MFS Value Fund Class R6 | Other securities | — | — | $30K | 0.1% | |
| Management, Inc. BlackRock, Inc. iShares MSCI EAFE International Index Fund | Common Stock | — | — | $22K | <0.1% | |
| BlackRock, Inc. iShares US Aggregate Bond Index K Fund | Common Stock | — | — | $7K | <0.1% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $0 | <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 SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
