Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $26,853 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,277 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
7 funds of $250K or more; 20 lines in all, holding $5.0M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $3.1M | 62.2% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $375K | 7.5% |
| iShares Rusell Mid-Cap Index K BlackRock · ETF Index | $305K | 6.1% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $220K | 4.4% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $205K | 4.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $144K | 2.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $132K | 2.6% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $120K | 2.4% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $119K | 2.4% |
| Account Principal Life Insurance Company Strategic Income Separate Account Principal · Insurance contract Recordkeeper's own fund | $84K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.