Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $110,698 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $12,162 |
12 funds of $250K or more; 8 lines in all, holding $46.9M of the plan's $46.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $25.8M | 55.0% |
| Pooled Separate Accounts Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $10.6M | 22.5% |
| MFS Blended Research International Equity Fund R6 MFS (Sun Life) · Mutual fund | $3.9M | 8.3% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $2.5M | 5.3% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $1.7M | 3.6% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $1.4M | 2.9% |
| Guaranteed Investment Contracts Manager not matched · Insurance contract | $607K | 1.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $495K | 1.1% |
Added 1 fund, dropped 2 funds, likely replaced 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchPrincipal LifeTime 2030 to T. Rowe Price Retirement Blend 2030 Trust | $21.7M to $25.8M |
| ReplacedHighPrincipal Diversified International Separate Account to MFS Blended Research International Equity Fund R6 | $2.6M to $3.9M |
| AddedBond Fund OF America Class R-6 | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.