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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $145,357 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
25 funds of $250K or more; 19 lines in all, holding $167M of the plan's $168M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $85.0M | 50.9% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $22.6M | 13.5% |
| Growth Fund OF America Capital Group · Mutual fund | $7.4M | 4.4% |
| Diversified International Fund Principal · Separate account Recordkeeper's own fund | $6.2M | 3.7% |
| SmallCap S&P 600 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $5.8M | 3.5% |
| Principal MidCap Separate Account Principal · Separate account Recordkeeper's own fund | $4.8M | 2.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $4.5M | 2.7% |
| Investment CO OF America Capital Group · Mutual fund | $4.4M | 2.6% |
| Principal Core Plus Bond Separate Account Principal · Separate account Recordkeeper's own fund | $4.2M | 2.5% |
| Principal Capital Appreciation Separate Account Principal · Separate account Recordkeeper's own fund | $3.6M | 2.2% |
Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustPrincipal LifeTime 2040 Fund to Principal LifeTime 2040 Trust | $73.9M to $85.0M |
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.