Filings through .
Filed August 20, 2012
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 LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $242,798 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 17 · EIN 13-5674085 | Pension Consulting | $108,612 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
27 funds of $250K or more; 16 lines in all, holding $232M of the plan's $237M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $152M | 65.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $25.8M | 11.1% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $9.2M | 4.0% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.8M | 3.8% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $5.7M | 2.5% |
| MFS Technology Fund R6 MFS (Sun Life) · Mutual fund | $5.6M | 2.4% |
| Lord Abbett Growth Lead R6 Fd Lord Abbett · Mutual fund | $4.8M | 2.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.9M | 1.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 1.6% |
| MFS Core Equity Fund R6 MFS (Sun Life) · Mutual fund | $2.9M | 1.3% |
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Small-Cap Index Fund Institutional Shares | $8.8M |
| DroppedCommon/Collective Trust Principal G | $5.5M |
| DroppedLord Abbett High Yield Fund Class R6 | $2.0M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.