Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $33,755 |
15 funds of $250K or more; 28 lines in all, holding $10.8M of the plan's $13.4M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $1.5M | 13.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 12.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 11.3% |
| Great Gray Trst GP 2035 Tdt R1 Manager not matched · Collective trust | $806K | 7.5% |
| Great Gray Trst GP 2050 Tdt R1 Manager not matched · Collective trust | $734K | 6.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $670K | 6.2% |
| Great Gray Trst GP 2055 Tdt R1 Manager not matched · Collective trust | $635K | 5.9% |
| Common/Collective Trust Great Gray Manager not matched · Collective trust | $604K | 5.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $580K | 5.4% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $517K | 4.8% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedRegistered Investment Company William Blair & Company | $1.2M |
| AddedCommon/Collective Trust Great Gray | $604K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 70,940 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.