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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 | $226,146 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $97,396 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
33 funds of $250K or more; 26 lines in all, holding $84.8M of the plan's $85.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $23.4M | 27.7% |
| Principal Liquid Assets Separate Account Principal · Money market Recordkeeper's own fund | $9.3M | 10.9% |
| Current Vanguard Growth Index Admiral Fund Vanguard · Mutual fund Index | $5.7M | 6.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.6M | 6.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 4.6% |
| International Core Equity Fund Manager not matched · Mutual fund | $3.8M | 4.5% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $3.6M | 4.3% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $3.5M | 4.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 3.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 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: 1 stable value or insurance line, 3 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.