Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeT ime 2045 Fund Mutual Fund | Other securities | — | — | $990K | 12.0% | |
| Principal LifeT ime 2025 Fund Mutual Fund | Other securities | — | — | $985K | 12.0% | |
| Principal LifeT ime 2030 Fund Mutual Fund | Other securities | — | — | $972K | 11.8% | |
| Principal LargeCap Growth Fund I Mutual Fund | Other securities | — | — | $688K | 8.4% | |
| Principal Lifetime 2050 Fund Mutual Fund | Other securities | — | — | $577K | 7.0% | |
| Principal LargeCap S&P 500 Index Fund Mutual Fund | Other securities | — | — | $576K | 7.0% | |
| Principal Life Insurance Company Insurance Company General - Fixed Income Guaranteed Option | Other securities | — | — | $557K | 6.8% | |
| Principal Lifetime 2040 Fund Mutual Fund | Other securities | — | — | $494K | 6.0% | |
| Principal LifeT ime 2035 Fund Mutual Fund | Other securities | — | — | $352K | 4.3% | |
| Principal Smallcap S&P 600 Index Fund Mutual Fund | Other securities | — | — | $300K | 3.6% | |
| Principal LifeT ime 2055 Fund Mutual Fund | Other securities | — | — | $221K | 2.7% | |
| Principal Diversified International Fund Mutual Fund | Other securities | — | — | $220K | 2.7% | |
| Principal Equity Income Fund Mutual Fund | Other securities | — | — | $208K | 2.5% | |
| Principal LifeT ime 2020 Fund Mutual Fund | Other securities | — | — | $155K | 1.9% | |
| Principal Core Plus Bond Fund Mutual Fund | Other securities | — | — | $139K | 1.7% | |
| Participant Loans Range of interest rates from 4.25% - 9.5% - 0 - | Bonds / Notes | — | — | $122K | 1.5% | |
| Principal MidCap Value Fund I Mutual Fund | Other securities | — | — | $113K | 1.4% | |
| Principal MidCap Fund Mutual Fund | Other securities | — | — | $79K | 1.0% | |
| (E) | Other securities | — | — | $79K | 1.0% | |
| Principal Capital Appreciation Fund Mutual Fund | Other securities | — | — | $79K | 1.0% | |
| Principal Lifetime 2060 Fund Mutual Fund | Other securities | — | — | $61K | 0.7% | |
| Principal MidCap S&P 400 Index Fund Mutual Fund | Other securities | — | — | $46K | 0.6% | |
| Principal LifeT ime Strategic Income Fun Mutual Fund | Other securities | — | — | $43K | 0.5% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $40K | 0.5% | |
| New Perspective Fund Mutual Fund | Other securities | — | — | $33K | 0.4% | |
| BlackRock Equity Dividend Fund Mutual Fund | Other securities | — | — | $33K | 0.4% | |
| Principal SmallCap Growth Fund I Mutual Fund | Other securities | — | — | $33K | 0.4% | |
| Principal LifeT ime 2015 Fund Mutual Fund | Other securities | — | — | $30K | 0.4% | |
| Principal SmallCap Value Fund II Mutual Fund | Other securities | — | — | $28K | 0.3% | |
| Principal Real Estate Securities Fund Mutual Fund | Other securities | — | — | $20K | 0.2% | |
| PIMCO Real Return Fund Mutual Fund | Other securities | — | — | $12K | 0.1% | |
| Smallcap World Fund Inc Mutual Fund | Common Stock | — | — | $9K | 0.1% | |
| Lord Abbett High Yield Fund Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| New World Fund Inc Mutual Fund | Common Stock | — | — | $2K | <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 |
| $6K |
| — |
