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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $134,731 |
27 funds of $250K or more; 17 lines in all, holding $138M of the plan's $140M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $74.3M | 53.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $15.2M | 11.0% |
| Principal Blue Chip SA-Z Principal · Separate account Recordkeeper's own fund | $8.2M | 6.0% |
| PIMCO Stable Inc Fd II Fdrs C PIMCO (Allianz) · Stable value Stable value | $8.0M | 5.8% |
| Wellington Admiral Fund Wellington · Mutual fund | $6.2M | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 3.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $4.9M | 3.5% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $4.3M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 2.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.5M | 1.8% |
Added 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPrincipal Blue Chip SA-Z | $8.2M |
| ReplacedHighVanguard Wellington Fund Admiral Shares to Wellington Admiral Fund | $5.6M to $6.2M |
| AddedSmall CAP Growth Fund R6 Class | $977K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 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 71,410 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.