Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $67,007 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $31,439 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
22 funds of $250K or more; 19 lines in all, holding $20.8M of the plan's $20.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $9.9M | 47.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.5M | 7.3% |
| Parnassus Core Equity Fund Affiliated Managers Group · Mutual fund | $1.3M | 6.4% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.3M | 6.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.2M | 5.6% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $963K | 4.6% |
| Contract Principal Fixed Income Guarantee Option Principal · Insurance contract Recordkeeper's own fund | $659K | 3.2% |
| PIMCO Real Return Fund PIMCO (Allianz) · Mutual fund | $658K | 3.2% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $602K | 2.9% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $537K | 2.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedRegistered Investment Company Janus International Holding, LLC | $343K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.