Filings through .
Filed June 16, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $77,158 |
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,034 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
15 funds of $250K or more; 18 lines in all, holding $24.8M of the plan's $25.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $20.8M | 83.8% |
| Registered American Am Fds Grth Fd of Am R6 Fund Capital Group · Mutual fund | $885K | 3.6% |
| Invesco Growth And Income Fund Class R5 Invesco · Mutual fund | $463K | 1.9% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $411K | 1.7% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $378K | 1.5% |
| Registered American Am Fds Fndmtl Inv R6 Fund Capital Group · Mutual fund | $321K | 1.3% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $312K | 1.3% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $201K | 0.8% |
| Franklin Small Cap Value Fund Franklin Templeton · Mutual fund | $191K | 0.8% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $158K | 0.6% |
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.