Filings through .
Filed February 10, 2003
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 GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $6,803 |
15 funds of $250K or more; 16 lines in all, holding $20.1M of the plan's $20.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $5.9M | 29.5% |
| T. Rowe Price Associates, Inc. T. Rowe Price · Mutual fund | $5.6M | 27.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 17.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.6M | 8.2% |
| Guaranteed Investment Contract Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.2M | 5.9% |
| Clearbridge Intl Grwth I FD Franklin Templeton · Other | $558K | 2.8% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $518K | 2.6% |
| T. Rowe Price Balanced I Fund T. Rowe Price · Mutual fund | $413K | 2.1% |
| American Funds Bond Fd Am R6 Capital Group · Mutual fund | $257K | 1.3% |
| Neuberger Small Cap Growth Fund Institutional Class Neuberger Berman · Mutual fund | $132K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.