Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $30,041 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $17,020 |
14 funds of $250K or more; 17 lines in all, holding $11.5M of the plan's $11.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.2M | 27.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.8M | 24.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 11.4% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 11.2% |
| Janus Henderson Multi-Sector Income Fund Janus Henderson · Mutual fund | $610K | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $523K | 4.5% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $471K | 4.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $288K | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $265K | 2.3% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $254K | 2.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJanus Henderson Multi-Sector Income Fund | $610K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.