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2 funds of $250K or more; 18 lines in all, holding $2.0M of the plan's $2.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 6 vintagesRecordkeeper's own fund | $1.0M | 49.9% |
| Prin SAM Cons Growth SA-R6 Principal · Insurance contract Recordkeeper's own fund | $250K | 12.3% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $172K | 8.5% |
| Prin SAM Balanced Sep Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $157K | 7.8% |
| Prin SmCap S&P 600 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $96K | 4.8% |
| Prin SAM Cons Balanced SA-R6 Principal · Insurance contract Recordkeeper's own fund | $85K | 4.2% |
| Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $53K | 2.6% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $48K | 2.4% |
| Prin MidCap S&P 400 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $45K | 2.2% |
| Prin Intl Eq Separate Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $32K | 1.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.