Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC. | 42-0941553 | — | 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 LifeTime 2050 Inst Fund | Other securities | — | — | $9.9M | 11.5% | |
| Principal LifeTime 2045 Inst Fund | Other securities | — | — | $8.6M | 10.0% | |
| Principal LifeTime 2035 Inst Fund | Other securities | — | — | $8.0M | 9.4% | |
| Principal LargeCap S&P 500 Index Inst Fund | Other securities | — | — | $7.9M | 9.2% | |
| Principal LifeTime 2055 Inst Fund | Other securities | — | — | $6.6M | 7.7% | |
| Principal LifeTime 2030 Inst Fund | Other securities | — | — | $6.1M | 7.1% | |
| Principal LifeTime 2040 Inst Fund | Other securities | — | — | $5.9M | 6.8% | |
| Principal LifeTime 2025 Inst Fund | Other securities | — | — | $5.2M | 6.1% | |
| Principal LifeTime 2060 Inst Fund | Other securities | — | — | $3.4M | 4.0% | |
| Vanguard Federal Money Market Investor Fund | Cash / Money Market | — | — | $3.1M | 3.7% | |
| Columbia Investments Columbia Large Cap Growth A Fund | Other securities | — | — | $3.1M | 3.6% | |
| Principal LifeTime 2020 Inst Fund | Other securities | — | — | $2.6M | 3.0% | |
| Principal MidCap S&P 400 Index R6 Fund | Other securities | — | — | $2.5M | 2.9% | |
| American Funds American Funds New Perspective R6 Fund | Other securities | — | — | $1.6M | 1.9% | |
| Participant loans * Participant loans Interest rates at 4.25 - 9.5% -0- | Bonds / Notes | — | — | $1.5M | 1.7% | |
| Principal Capital Appreciation Inst Fund | Other securities | — | — | $1.4M | 1.6% | |
| Principal International Equity Index R6 Fund | Other securities | — | — | $1.4M | 1.6% | |
| Principal LifeTime 2065 Inst Fund | Other securities | — | — | $1.3M | 1.5% | |
| Principal SmallCap S&P 600 Index R6 Fund | Other securities | — | — | $1.3M | 1.5% | |
| Allspring Global Investments Allspring Government Securities Admin Fund | Mutual Funds | — | — | $992K | 1.2% | |
| BNY Investments BNY Mellon Dynamic Value I Fund | Other securities | — | — | $625K | 0.7% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Retail Fund | Other securities | — | — | $596K | 0.7% | |
| Principal Real Estate Securities R6 Fund | Other securities | — | — | $346K | 0.4% | |
| Principal MidCap Value I R6 Fund | Other securities | — | — | $332K | 0.4% | |
| PIMCO Income A Fund | Other securities | — | — | $332K | 0.4% | |
| Macquarie Group Limited Macquarie Mid Cap Growth A Fund | Common Stock | — | — | $286K | 0.3% | |
| Principal LifeTime 2015 Inst Fund | Other securities | — | — | $271K | 0.3% | |
| Principal LifeTime Strategic Income Inst Fund | Other securities | — | — | $246K | 0.3% | |
| Principal Bond Market Index Institutional Fund | Other securities | — | — | $214K | 0.2% | |
| Principal SmallCap Value II R6 Fund | Other securities | — | — | $198K | 0.2% | |
| Principal LifeTime 2070 Inst Fund | Other securities | — | — | $64K | <0.1% | |
| American Funds American Funds Bond Fund of America R6 Fund | Other securities | — | — | $58K | <0.1% | |
| Victory Capital Pioneer International Equity Y Fund | Other securities | — | — | $4K | <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 |
| $261K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXUS ADMINISTRATORS, INC. | 77-0586222 | — | OTHER SERVICES | $0 | — |
