Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0927304 | Other Services | $5,186 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,978 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
17 funds of $250K or more; 19 lines in all, holding $13.8M of the plan's $14.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 5 vintagesRecordkeeper's own fund | $4.8M | 34.6% |
| Prin LgCap S&P 500 Index SA-R4 Principal · Insurance contract IndexRecordkeeper's own fund | $1.3M | 9.6% |
| Prin SAM Cons Growth SA-R4 Principal · Insurance contract Recordkeeper's own fund | $936K | 6.8% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $861K | 6.3% |
| Prin SAM Strat Growth SA-R4 Principal · Insurance contract Recordkeeper's own fund | $858K | 6.2% |
| Prin SmallCap Growth I SA-R4 Principal · Insurance contract Recordkeeper's own fund | $820K | 6.0% |
| Calvert Equity A Fund Morgan Stanley · Mutual fund | $752K | 5.5% |
| American Fds Am Mut R3 Fd Capital Group · Mutual fund Possible retail class R3 | $556K | 4.0% |
| Prin MidCap S&P 400 Index SA-R4 Principal · Insurance contract IndexRecordkeeper's own fund | $552K | 4.0% |
| Prin SAM Balanced Sep Acct-R4 Principal · Insurance contract Recordkeeper's own fund | $512K | 3.7% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.