Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $36,161 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
9 funds of $250K or more; 17 lines in all, holding $5.7M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 11 vintagesRecordkeeper's own fund | $4.8M | 83.8% |
| Large-cap S&P 500 Index Account Manager not matched · Separate account Index | $408K | 7.2% |
| American Funds American Balance R6 Capital Group · Mutual fund | $181K | 3.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $133K | 2.3% |
| Small-Cap S&P 600 Index Manager not matched · Separate account Index | $57K | 1.0% |
| Principal Stable Value Fund Class Z Principal · Stable value Stable valueRecordkeeper's own fund | $46K | 0.8% |
| Hood River Small-Cap Growth Fund Institutional Shares Hood River · Mutual fund | $43K | 0.8% |
| Allspring Special Small Cap Value Fund Class A Allspring · Mutual fund Possible retail class A | $18K | 0.3% |
| Mid Cap S&P 400 Index Separate Account Manager not matched · Separate account Index | $12K | 0.2% |
| T. Rowe Price Science & Technology Fund, Inc. T. Rowe Price · Mutual fund | $11K | 0.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.