Filings through .
Filed March 9, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $29,279 |
9 funds of $250K or more; 12 lines in all, holding $12.2M of the plan's $12.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $8.9M | 73.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 16.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $337K | 2.8% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $247K | 2.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $227K | 1.9% |
| Vanguard Vanguard Ftse SOC Index-Admiral Vanguard · Mutual fund Index | $213K | 1.7% |
| Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $149K | 1.2% |
| JPMorgan Small Cap Blend Fund Class R6 JPMorgan · Mutual fund | $31K | 0.3% |
| Touchstone Mid-Cap Y Fund Western & Southern · Mutual fund | $23K | 0.2% |
| PIMCO International Bond Fund PIMCO (Allianz) · Mutual fund | $21K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.