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8 funds of $250K or more; 22 lines in all, holding $8.7M of the plan's $8.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $5.0M | 57.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 13.4% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $907K | 10.4% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $740K | 8.5% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $132K | 1.5% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $125K | 1.4% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $83K | 1.0% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $71K | 0.8% |
| Franklin Small-MID CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $67K | 0.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $58K | 0.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)