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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $138,907 |
18 funds of $250K or more; 23 lines in all, holding $64.8M of the plan's $67.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $48.5M | 75.0% |
| Principal Lifetime Hybrid Income CIT Z Principal · Collective trust Recordkeeper's own fund | $8.3M | 12.8% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 2.9% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $895K | 1.4% |
| Principal Blue Chip Separate Account-Z Principal · Separate account Recordkeeper's own fund | $861K | 1.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $699K | 1.1% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $549K | 0.8% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $480K | 0.7% |
| 5th Ave Private Equity 9/OW Private Equity Fund IX Manager not matched · Mutual fund | $434K | 0.7% |
| interest, collateral, par, or maturity value Bessemer Trust Money Market Funds Manager not matched · Money market | $354K | 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.