Filings through .
Filed February 25, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $233,219 |
Filed as: AVANTAX PLANNING PARTNERS INC Service code 26 · EIN 42-1447865 | Advisory (Participants) | $5,736 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
24 funds of $250K or more; 26 lines in all, holding $247M of the plan's $267M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $29.9M | 12.1% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $25.6M | 10.4% |
| Common/Collective Trust SEI Trust C SEI · Collective trust | $25.1M | 10.2% |
| Prin/BR S&P 500 Index CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $19.4M | 7.9% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $17.5M | 7.1% |
| Prin/BR Agg Bd Index CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $14.5M | 5.9% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $14.3M | 5.8% |
| JPMorgan Small Cap Equity Fund Class R5 JPMorgan · Mutual fund | $13.3M | 5.4% |
| JP Morgan MidCpValue L Fund JPMorgan · Mutual fund | $10.2M | 4.1% |
| Prin/BR S&P Mid Index CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $10.0M | 4.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard High-Yield Corporate Fund Admiral Shares | $3.7M |
| DroppedVanguard Group Vanguard Hi-Yld Corp Adm Fund | $3.4M |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.