Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $55,345 |
9 funds of $250K or more; 29 lines in all, holding $11.5M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $2.8M | 24.6% |
| Principal Fixed Income Guaranteed Option Investment Contract Principal · Insurance contract Recordkeeper's own fund | $2.4M | 20.6% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $1.5M | 12.7% |
| Principal Mid-Cap EQ FD Tier I Principal · Collective trust Recordkeeper's own fund | $1.2M | 10.4% |
| Loomis Sayles Investment Grade Bond Fund Class N Natixis IM · Mutual fund | $830K | 7.2% |
| Small Cap R6 Manager not matched · Mutual fund | $717K | 6.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $442K | 3.8% |
| Invesco International Bond Fund Class R6 Invesco · Mutual fund | $363K | 3.1% |
| MFS Moderate Allocation Fund R6 MFS (Sun Life) · Mutual fund | $295K | 2.6% |
| Columbia Global Technology Growth Fund Class I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $151K | 1.3% |
Dropped 4 funds, likely replaced 1 fund. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price All-Cap Opport Adv | $3.3M |
| DroppedPIMCO Government Money Market Fund Class A | $2.4M |
| Share class changeInvesco Comstock Fund Class A to Invesco Comstock Fund Class R6 | $106K to $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.