Filings through .
Filed April 22, 2014
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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $13,832 |
18 funds of $250K or more; 24 lines in all, holding $21.6M of the plan's $22.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| or Maturity Value Guaranteed Investment Contract Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $5.3M | 24.5% |
| BNY Mellon Dynamic Value Fund BNY · Mutual fund | $2.1M | 9.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 9.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.7M | 7.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.6M | 7.4% |
| The Hartford International Value Fund Class R6 Hartford Funds · Mutual fund | $1.1M | 5.2% |
| Goldman Sachs Goldman Sachs GQG PRT INT O R6 Goldman Sachs · Mutual fund | $1.0M | 4.8% |
| Schwab Fdm Intl Equity Index Fd Charles Schwab · Mutual fund Index | $1.0M | 4.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $767K | 3.5% |
| U.S. Small Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $689K | 3.2% |
Added 2 funds, dropped 3 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| AddedGoldman Sachs Goldman Sachs GQG PRT INT O R6 | $1.0M |
| ReplacedHighGoldman Sachs GQG Partners International O R6 Fund to Schwab Fdm Intl Equity Index Fd | $765K to $1.0M |
| DroppedSchwab Fundamental Internation Equity Index Fund | $746K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.