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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $31,093 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,175 |
16 funds of $250K or more; 22 lines in all, holding $10.6M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| General Account: Principal Global Investors Principal · Insurance contract Recordkeeper's own fund | $1.9M | 18.3% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.3M | 11.9% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $1.0M | 9.7% |
| Principal High Yield Separate Account Principal · Separate account Recordkeeper's own fund | $515K | 4.9% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $503K | 4.8% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Vanguard · Mutual fund Index | $488K | 4.6% |
| New Perspective Fund Capital Group · Mutual fund | $483K | 4.6% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $446K | 4.2% |
| Vanguard Emerging Markets Stock Index Fund/United States Vanguard · Mutual fund Index | $445K | 4.2% |
| PIMCO Global Advantage Strategy Bond Fund PIMCO (Allianz) · Mutual fund | $445K | 4.2% |
Added 5 funds, dropped 2 funds. Moved 1 fund from collective trust to mutual fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPrincipal High Yield Separate Account | $515K |
| AddedVanguard Short-Term Inflation-Protected Securities Index Fund | $488K |
| AddedNew Perspective Fund | $483K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.