Filings through .
Filed November 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $132,371 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 · EIN 20-8764829 | Advisory (Participants) | $57,948 |
22 funds of $250K or more; 17 lines in all, holding $56.8M of the plan's $232M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $21.8M | 38.4% |
| AB US LG CP GR CIT W Srs C Msg AllianceBernstein · Collective trust | $6.4M | 11.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.3M | 11.1% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $5.1M | 8.9% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $3.3M | 5.8% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $2.5M | 4.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $2.2M | 3.8% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2.1M | 3.6% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $1.9M | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 2.8% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.