Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $37,117 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $20,049 |
6 funds of $250K or more; 27 lines in all, holding $5.2M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $942K | 18.2% |
| Principal Core Fixed Income Separate Account Principal · Separate account Recordkeeper's own fund | $873K | 16.9% |
| American Funds Capital Group · Mutual fund | $479K | 9.3% |
| LargeCap Growth Fund I Institutional Class Principal · Mutual fund Recordkeeper's own fund | $428K | 8.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $324K | 6.3% |
| New Perspective Fund Capital Group · Mutual fund | $251K | 4.9% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $209K | 4.0% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $197K | 3.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $182K | 3.5% |
| AB Sustainable Global Thematic AllianceBernstein · Other | $174K | 3.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.