Filings through .
Filed August 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $21,722 |
13 funds hold $14.1M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $9.1M | 65.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 20.2% |
| interest, collateral, par, or Mutual Funds, AT Fair Value Am Funds Eupac R6 Fund Manager not matched · Mutual fund | $527K | 3.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $503K | 3.6% |
| T. Rowe Price US Lg Cp Cr I T. Rowe Price · Mutual fund | $421K | 3.0% |
| Insurance Company General Contract, AT Contract Value Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $173K | 1.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $115K | 0.8% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $99K | 0.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $83K | 0.6% |
| AMG GW&K Sm/Md Cap Z Fd Manager not matched · Other | $72K | 0.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| Addedinterest, collateral, par, or Mutual Funds, AT Fair Value Am Funds Eupac R6 Fund | $527K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.