Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,753 |
DANA INVESTMENT ADVISORS7 years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $11,904 |
17 funds of $250K or more; 22 lines in all, holding $23.7M of the plan's $24.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 4 vintagesRecordkeeper's own fund | $6.3M | 26.7% |
| rate of interest, collateral, par or maturity value. Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $2.3M | 9.6% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $2.2M | 9.3% |
| Principal Life Insurance Company Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.9M | 7.9% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.7M | 7.4% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.5M | 6.5% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $1.2M | 5.1% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $1.1M | 4.7% |
| Fidelity Adv Tech I Fund Fidelity (FMR) · Mutual fund | $1.0M | 4.2% |
| Fidelity Adv Cp & Inc I Fund Fidelity (FMR) · Mutual fund | $776K | 3.3% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Adv Cp & Inc I Fund | $776K |
| DroppedFidelity Adv High Inc Advant I Fund | $599K |
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 60,908 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.