Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $22K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $880K | 11.9% | |
| TIAA-CREF Lifecycle Index 2035 Institutional Fund Registered Investment Company | Other securities | — | — | $869K | 11.8% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $477K | 6.5% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $464K | 6.3% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $425K | 5.8% | |
| TIAA-CREF Lifecycle Index 2050 Institutional Fund Registered Investment Company | Other securities | — | — | $272K | 3.7% | |
| PIMCO Real Return/Institutional - TR Registered Investment Company | Other securities | — | — | $270K | 3.7% | |
| TIAA-CREF Lifecycle Index 2055 Institutional Fund Registered Investment Company | Other securities | — | — | $233K | 3.2% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $225K | 3.0% | |
| Fidelity 500 Index Fund Registered Investment Company | Other securities | — | — | $186K | 2.5% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $179K | 2.4% | |
| Northern Global Real Estate Index - TR Registered Investment Company | Other securities | — | — | $167K | 2.3% | |
| TIAA-CREF Lifecycle Index 2025 Institutional Fund Registered Investment Company | Other securities | — | — | $160K | 2.2% | |
| TIAA-CREF Lifecycle Index 2040 Institutional Fund Registered Investment Company | Other securities | — | — | $157K | 2.1% | |
| JP Morgan Large Cap Growth Fund Registered Investment Company | Other securities | — | — | $152K | 2.1% | |
| TIAA-CREF Lifecycle Index 2030 Institutional Fund Registered Investment Company | Other securities | — | — | $150K | 2.0% | |
| Acadian Emerging Markets I - TR Registered Investment Company | Other securities | — | — | $145K | 2.0% | |
| maturing through September 2033 -0- | Other securities | — | — | $137K | 1.9% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $134K | 1.8% | |
| American Funds EuroPacific Gr R6 TR Registered Investment Company | Other securities | — | — | $130K | 1.8% | |
| TIAA-CREF Lifecycle Index 2060 Institutional Fund Registered Investment Company | Other securities | — | — | $107K | 1.5% | |
| Calvert US Large Cap Core Responsible Index Fund Registered Investment Company | Other securities | — | — | $102K | 1.4% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $99K | 1.3% | |
| PGIM Total Return Bond Fund Registered Investment Company | Other securities | — | — | $94K | 1.3% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $93K | 1.3% | |
| TIAA-CREF Lifecycle Index 2045 Institutional Fund Registered Investment Company | Other securities | — | — | $90K | 1.2% | |
| Undiscovered Managers Behavioral Fund Registered Investment Company | Other securities | — | — | $85K | 1.2% | |
| PIMCO Income Fund Registered Investment Company | Other securities | — | — | $85K | 1.1% | |
| PIMCO High Yield I - TR Registered Investment Company | Other securities | — | — | $71K | 1.0% | |
| Nuveen Small Cap Blend Index Fund Registered Investment Company | Other securities | — | — | $65K | 0.9% | |
| TIAA-CREF Lifecycle Index 2065 Institutional Fund Registered Investment Company | Other securities | — | — | $65K | 0.9% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $57K | 0.8% | |
| Fidelity Total International Index Fund Registered Investment Company | Other securities | — | — | $50K | 0.7% | |
| EuroPacific Growth Fund Registered Investment Company | Other securities | — | — | $45K | 0.6% | |
| Putnum Large Cap Value Fund Registered Investment Company | Other securities | — | — | $29K | 0.4% | |
| Invesco Discovery Fund Registered Investment Company | Other securities | — | — | $14K | 0.2% | |
| Carillon Eagle Mid Cap Growth Fund Registered Investment Company | Other securities | — | — | $11K | 0.1% | |
| TIAA-CREF Lifecycle Index 2020 Institutional Fund Registered Investment Company | Other securities | — | — | $10K | 0.1% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Other securities | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index 2015 Fund Registered Investment Company | Other securities | — | — | $2K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $25K |
| — |
