Filings through .
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 | $354,334 |
Filed as: DIGITAL INSURANCE LLC Service code 49 · EIN 58-2522668 | Other Services | $60,880 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
26 funds of $250K or more; 16 lines in all, holding $145M of the plan's $145M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $103M | 71.1% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $10.6M | 7.3% |
| December 31, 2025 Mutual Funds JP Morgan JPMorgan · Mutual fund | $9.6M | 6.6% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $9.2M | 6.4% |
| Principal Core Fixed Income Principal · Insurance contract Recordkeeper's own fund | $2.7M | 1.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 1.9% |
| Principal Diversified International Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.7M | 1.2% |
| Principal MidCap Value Growth Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.6M | 1.1% |
| Principal Guaranteed Interest Accounts Principal · Insurance contract Recordkeeper's own fund | $914K | 0.6% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $742K | 0.5% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDecember 31, 2025 Mutual Funds JP Morgan | $9.6M |
| DroppedPar, or Maturity Value Cost Value Mutual Funds JP Morgan | $8.5M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.