Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $6,299 |
5 funds of $250K or more; 25 lines in all, holding $5.6M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Rt Hyb 2030 T14 T. Rowe Price · Collective trust | $1.5M | 26.3% |
| T. Rowe Price Rt Hyb 2040 T14 T. Rowe Price · Collective trust | $1.4M | 24.7% |
| T. Rowe Price Rt Hyb 2020 T14 T. Rowe Price · Collective trust | $846K | 15.0% |
| T. Rowe Price Rt Hyb 2050 T14 T. Rowe Price · Collective trust | $553K | 9.8% |
| T. Rowe Price Rt Hyb 2060 T14 T. Rowe Price · Collective trust | $258K | 4.6% |
| T. Rowe Price RT Hyb 2035 T14 T. Rowe Price · Collective trust | $131K | 2.3% |
| T. Rowe Price RT Hyb 2025 T14 T. Rowe Price · Collective trust | $123K | 2.2% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $122K | 2.2% |
| T. Rowe Price RT Hyb 2045 T14 T. Rowe Price · Collective trust | $105K | 1.9% |
| T. Rowe Price RT Hyb 2005 T14 T. Rowe Price · Collective trust | $102K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.