Filings through .
Filed February 24, 2009
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 GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $24,448 |
8 funds of $250K or more; 12 lines in all, holding $7.4M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 98% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $7.2M | 97.8% |
| Prin LgCap S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $99K | 1.4% |
| Am Fds EuroPacific Grth R6 Fd Capital Group · Mutual fund | $27K | 0.4% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $12K | 0.2% |
| Principal Small Cap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $10K | 0.1% |
| Principal International Equity Index Separate Account Principal · Insurance contract IndexRecordkeeper's own fund | $5K | <0.1% |
| Prin Bond Market Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $5K | <0.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $2K | <0.1% |
| Principal Small Cap Growth | SA-Z Principal · Insurance contract Recordkeeper's own fund | $1K | <0.1% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $893 | <0.1% |
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 71,097 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.