Filings through .
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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 | $85,187 |
20 funds of $250K or more; 17 lines in all, holding $32.9M of the plan's $33.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.3M | 28.4% |
| Principal/BlackRock S&P 500 Index CT N Fund BlackRock · Collective trust Index | $6.1M | 18.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $5.7M | 17.4% |
| Galliard Stable Return PN Allspring · Collective trust | $3.8M | 11.4% |
| Allspring Core Bond CIT N Fund Allspring · Collective trust | $1.7M | 5.1% |
| Eupac Fund Capital Group · Mutual fund | $1.4M | 4.3% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $979K | 3.0% |
| John Hancock III-Disc Mid Cap Value Mutual Fund John Hancock (Manulife) · Mutual fund | $698K | 2.1% |
| JPMorgan High Yield Fund JPMorgan · Mutual fund | $636K | 1.9% |
| Invesco Small Cap Value Fund Invesco · Mutual fund | $614K | 1.9% |
Added 4 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighSEI Trust Company Prin/BR S&P 500 Index CIT N to Principal/BlackRock S&P 500 Index CT N Fund | $5.9M to $6.1M |
| DroppedCommon/Collective Trust SEI Trust C | $2.3M |
| AddedAllspring Core Bond CIT N Fund | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.