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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 | $21,112 |
9 funds of $250K or more; 18 lines in all, holding $9.1M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $6.8M | 74.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $815K | 8.9% |
| Calvert US Lg Cap Rsp Index I Fd Morgan Stanley · Mutual fund Index | $270K | 3.0% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $212K | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $199K | 2.2% |
| Calvert Bond I Fund Morgan Stanley · Mutual fund | $163K | 1.8% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $90K | 1.0% |
| Eupac C Fund Capital Group · Mutual fund | $82K | 0.9% |
| Prin Cor Fix Inc Sep Act-Z Principal · Insurance contract Recordkeeper's own fund | $68K | 0.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $65K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.