Filings through .
Filed December 22, 2016 (most recent of 2 filings on file)
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Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $8,365 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $4,520 |
23 funds of $250K or more; 18 lines in all, holding $77.7M of the plan's $77.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $58.4M | 75.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.1M | 9.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 2.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 1.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 1.6% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $1.0M | 1.3% |
| Putnam Large Cap Value I Trust Franklin Templeton · Collective trust | $957K | 1.2% |
| T Rowe Price Intl Val EQ I FD T. Rowe Price · Mutual fund | $787K | 1.0% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $761K | 1.0% |
Added 8 funds, dropped 10 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds 2045 Target Date Retirement Fund Class R-6 | $58.4M |
| DroppedVanguard LifeStrategy 80/20 Fund Investor Shares | $8.0M |
| AddedVanguard 500 Index Fund Admiral Shares | $7.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 stable value or insurance lines.
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.