Filings through .
Filed May 4, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $99,210 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
25 funds of $250K or more; 26 lines in all, holding $98.7M of the plan's $100M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $16.5M | 16.7% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $8.1M | 8.2% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund | $7.8M | 7.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $7.4M | 7.5% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $7.1M | 7.2% |
| Principal Blue Chip Separate Account Principal · Separate account Recordkeeper's own fund | $6.4M | 6.4% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $5.2M | 5.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $5.0M | 5.0% |
| Principal Core Plus Bond Separate Account Principal · Separate account Recordkeeper's own fund | $4.7M | 4.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $4.1M | 4.2% |
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.