Filings through .
Filed January 6, 2006
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 GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $10,809 |
6 funds of $250K or more; 15 lines in all, holding $5.2M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Interest in collective investment trust: SEI Trust Company Allspring · Collective trust | $1.7M | 32.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $984K | 19.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $748K | 14.4% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $503K | 9.7% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $408K | 7.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $339K | 6.5% |
| Delaware Emerging Markets R6 Macquarie / Nomura · Mutual fund | $178K | 3.4% |
| SEI Special Small Cap Value R6 Fund SEI · Mutual fund | $167K | 3.2% |
| Loomis Sayles Small Cap Growth Fund Natixis IM · Mutual fund | $111K | 2.1% |
| DFA Inflation Protected Securities I Fund Dimensional · Mutual fund | $18K | 0.3% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds 2030 Target Date Retirement Fund | $2.8M |
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.