Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $21,976 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,765 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
1 fund of $250K or more; 14 lines in all, holding $2.4M of the plan's $2.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $1.6M | 66.2% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $234K | 9.9% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $124K | 5.3% |
| Nomura Mid Cap Income Opp R6 Manager not matched · Mutual fund | $90K | 3.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $82K | 3.5% |
| Registered Oppenheimer Inv Glbl Opp R6 Fd Invesco · Mutual fund | $67K | 2.8% |
| Pgim Global Total Return Fund Class R6 Prudential (PGIM) · Mutual fund | $67K | 2.8% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $47K | 2.0% |
| Lord Abbett Bond Debenture Fund INC Class R6 Lord Abbett · Mutual fund | $30K | 1.3% |
| Insurance Company General Principal Principal · Insurance contract Recordkeeper's own fund | $20K | 0.8% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.