Filings through .
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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 | $186,915 |
19 funds hold $174M of the plan's $179M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $20.8M | 12.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $20.8M | 12.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $20.1M | 11.6% |
| Am Fds EuroPacific Grth R6 Fd Capital Group · Mutual fund | $17.4M | 10.0% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $16.8M | 9.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $11.0M | 6.3% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $10.3M | 5.9% |
| Janus International Janus Henderson · Mutual fund | $6.9M | 3.9% |
| MFS International New Discovery Fund R6 MFS (Sun Life) · Mutual fund | $6.8M | 3.9% |
| American Century Mid-CapVal R6 Fund American Century · Mutual fund | $6.5M | 3.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.