Filings through .
Filed February 11, 2011
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 | $38,077 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $12,997 |
16 funds of $250K or more; 14 lines in all, holding $27.2M of the plan's $27.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $22.2M | 81.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 9.1% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $621K | 2.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $492K | 1.8% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $290K | 1.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $269K | 1.0% |
| Fixed Income Guaranteed Option Manager not matched · Insurance contract | $263K | 1.0% |
| MidCap S&P 400 Index Fund R-6 Principal · Mutual fund IndexRecordkeeper's own fund | $195K | 0.7% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $172K | 0.6% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $114K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.