Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS | 95-2755361 | — | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
| RPCG LLC | 82-5042619 |
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 LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $4.4M | 26.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.3M | 20.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.2M | 13.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| PIMCO Income Fund Registered Investment Company ** 37 Vanguard Treasury Money Market Investor Fund Registered Investment Company ** 409 Fidelity 500 Index Fund Registered Investment Company | Cash / Money Market | — | — | $947K | 5.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $765K | 4.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $744K | 4.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $557K | 3.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $350K | 2.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $341K | 2.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $311K | 1.9% | |
| Principal LifeTime Hybrid Collective Investment Trust | Common Collective Trusts | — | — | $211K | 1.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $211K | 1.3% | |
| Fidelity NASDAQ Composite Index Fund Registered Investment Company | Other securities | — | — | $143K | 0.9% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Other securities | — | — | $141K | 0.8% | |
| maturing through December 2028 0 | Other securities | — | — | $84K | 0.5% | |
| Fidelity International Index Fund Registered Investment Company | Other securities | — | — | $75K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $30K | 0.2% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONTRACT ADMINISTRATOR |
| $3K |
| — |
