Filings through .
Filed November 18, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $76,521 |
KESWICK MULTI-CARE1 year Service code 27 · EIN 82-5320133 | Advisory (Plan) | $12,921 |
9 funds of $250K or more; 18 lines in all, holding $18.8M of the plan's $19.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $16.1M | 85.7% |
| interest, collateral, par, or maturity Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.4M | 7.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $238K | 1.3% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $147K | 0.8% |
| Principal Trust Income Account Principal · Collective trust Recordkeeper's own fund | $138K | 0.7% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $133K | 0.7% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $102K | 0.5% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $100K | 0.5% |
| Vanguard Developing Markets Index Fund Vanguard · Mutual fund Index | $99K | 0.5% |
| U.S. Small Cap Value Portfolio Dimensional · Mutual fund | $87K | 0.5% |
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 71,410 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.