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 | $87,451 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $35,000 |
REA & ASSOCIATES8 years Service code 13 · EIN 34-1310124 | Contract Administrator | $11,785 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
18 funds of $250K or more; 26 lines in all, holding $26.6M of the plan's $27.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $20.3M | 76.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 6.8% |
| LargeCap S&P 500 Index Fund Principal · Insurance contract IndexRecordkeeper's own fund | $745K | 2.8% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $739K | 2.8% |
| Vanguard Long-Term Investment Grade Bond Vanguard · Mutual fund | $586K | 2.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $399K | 1.5% |
| Nuveen Large Cap Growth Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $258K | 1.0% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $255K | 1.0% |
| Fully Benefit-Responsive Investment Contract: Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $244K | 0.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $211K | 0.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.