Filings through .
Filed October 14, 2014 (most recent of 3 filings on file)
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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $57,198 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 49 · EIN 04-2530412 | Other Services | $24,518 |
37 funds of $250K or more; 41 lines in all, holding $56.8M of the plan's $57.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $25.4M | 44.7% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $4.0M | 7.1% |
| Tiaa fixed annuity contracts TIAA (Nuveen) · Insurance contract | $3.0M | 5.2% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $2.9M | 5.0% |
| Vanguard Tl St Mkt Inx Adm Fd Vanguard · Mutual fund | $2.7M | 4.7% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $2.0M | 3.5% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $1.8M | 3.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.3% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $1.1M | 2.0% |
| Tiaa Traditional Annuity Fully Benefit-Responsive TIAA (Nuveen) · Insurance contract | $1.1M | 1.9% |
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: 8 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.