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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 | $45,050 |
24 funds of $250K or more; 17 lines in all, holding $34.9M of the plan's $34.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $21.8M | 62.4% |
| LargeCap S&P 500 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $2.9M | 8.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.8M | 5.2% |
| SmallCap S&P 600 Index Fund R-6 Principal · Mutual fund IndexRecordkeeper's own fund | $1.7M | 4.9% |
| Principal Life Insurance Company Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.6M | 4.4% |
| MidCap S&P 400 Index Fund R-6 Principal · Mutual fund IndexRecordkeeper's own fund | $940K | 2.7% |
| Pgim Investments Pgim Total Return Bond R6 Prudential (PGIM) · Mutual fund | $550K | 1.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $489K | 1.4% |
| R6 MFS Investment Management MFS New Discovery Value Fund MFS (Sun Life) · Mutual fund | $438K | 1.3% |
| International Equity Index Fund R-6 Principal · Mutual fund IndexRecordkeeper's own fund | $426K | 1.2% |
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.