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 | $97,628 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
19 funds of $250K or more; 16 lines in all, holding $49.2M of the plan's $64.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Columbia Balanced Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $25.3M | 51.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.2M | 12.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 5 vintages | $3.6M | 7.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 6.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 3.9% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $1.7M | 3.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.7% |
| Registered Metropolitan Metropolitan Wt Tl Rt Bnd M Fd MetLife · Insurance contract | $827K | 1.7% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $817K | 1.7% |
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.