Filings through .
Filed March 30, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $107,368 |
8 funds hold $87.5M of the plan's $87.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $27.7M | 31.7% |
| Vanguard Development Market Index Inst Fund Vanguard · Mutual fund Index | $12.7M | 14.5% |
| Prin Ldi Long Duration Sa-Z Principal · Insurance contract Recordkeeper's own fund | $12.3M | 14.1% |
| Principal U.S. Property SA-Z Principal · Insurance contract Recordkeeper's own fund | $11.8M | 13.5% |
| Prin Bond Market Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $7.3M | 8.3% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $7.1M | 8.1% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $5.2M | 6.0% |
| Principal Small Cap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $3.4M | 3.9% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Gregory C. Shane Principal Financial Group Schedule SB | Schedule SB | Pro |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.