Filings through .
Filed October 3, 2008 (most recent of 3 filings on file)
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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $96,283 |
27 funds of $250K or more; 18 lines in all, holding $139M of the plan's $162M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $82.5M | 59.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $14.6M | 10.5% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $8.9M | 6.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $7.3M | 5.3% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $3.7M | 2.6% |
| Principal Cap App Inst Fund Principal · Mutual fund Recordkeeper's own fund | $3.3M | 2.4% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.8M | 2.0% |
| Fidelity Adv Str Inc Z Fund Fidelity (FMR) · Mutual fund | $2.7M | 1.9% |
| DFA Emerg Mkt Core Eqty 2 I Fd Dimensional · Mutual fund | $2.3M | 1.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 1.6% |
Added 4 funds, dropped 5 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal Funds Inc Prin LgCap Growth I R6 Fund | $14.8M |
| ReplacedHighPrincipal Equity Income Fund Institutional Class to Vanguard Equity Income Fund Admiral Shares | $5.0M to $7.3M |
| ReplacedHighMacquarie Mid Cap Growth R6 Fu to JPMorgan Mid Cap Growth Fund Class R6 | $2.1M to $2.2M |
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.