Filings through .
Filed October 24, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $99,197 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $60,933 |
13 funds hold $32.8M of the plan's $32.8M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LDI Long Duration Separate Account Principal · Separate account Recordkeeper's own fund | $7.1M | 21.6% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $4.9M | 15.0% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $4.0M | 12.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 10.9% |
| Principal LDI Extended Duration Separate Account Principal · Separate account Recordkeeper's own fund | $3.2M | 9.8% |
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares Westwood · Mutual fund | $2.6M | 8.0% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 4.9% |
| Oakmark Intl R6 Natixis IM · Mutual fund | $1.4M | 4.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.9% |
| Principal LDI Intermediate Duration Sep. Account Principal · Separate account Recordkeeper's own fund | $1.2M | 3.7% |
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Large Cap Growth Index Fund | $3.6M |
| DroppedBrown Advisory Sustainable Growth Fund | $3.4M |
| DroppedVanguard Dividend Growth Fund Investor Shares | $2.4M |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Donald H. Dowdy III Principal Financial Group Schedule SB | Schedule SB | Pro |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.