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 | $172,592 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
18 funds of $250K or more; 14 lines in all, holding $78.5M of the plan's $90.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $25.7M | 32.7% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $14.2M | 18.0% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $12.9M | 16.5% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $5.9M | 7.6% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $4.1M | 5.2% |
| Prin/BR S&P Mid Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $3.0M | 3.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.4M | 3.1% |
| Prin/Multi Sm Cap CIT N Principal · Collective trust Recordkeeper's own fund | $2.1M | 2.7% |
| Prin/BR Russ 2000 I CIT N Principal · Collective trust Recordkeeper's own fund | $2.0M | 2.6% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $1.9M | 2.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.