Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $63,011 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $33,134 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $6,501 |
20 funds of $250K or more; 46 lines in all, holding $20.9M of the plan's $20.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $10.9M | 51.9% |
| LargeCap S&P 500 Index Fund R-5 Principal · Mutual fund IndexRecordkeeper's own fund | $1.5M | 7.2% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $1.4M | 6.6% |
| Tiaa Fully-Benefit Responsive Contracts: Tiaa-Cref TIAA (Nuveen) · Insurance contract | $1.1M | 5.5% |
| Growth Account TIAA (Nuveen) · Mutual fund | $903K | 4.3% |
| Global Equities Account TIAA (Nuveen) · Mutual fund | $766K | 3.7% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $684K | 3.3% |
| Tiaa Access Large-Cap Growth TIAA (Nuveen) · Mutual fund | $393K | 1.9% |
| SmallCap S&P 600 Index Fund R-5 Principal · Mutual fund IndexRecordkeeper's own fund | $342K | 1.6% |
| Calvert Gwth Allocation A Fund Morgan Stanley · Mutual fund | $342K | 1.6% |
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: 1 rename.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.