Filings through .
Filed June 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $100,726 |
SANCTUARY ADVISORS, LLC3 years Service code 27 · EIN 47-3162022 | Advisory (Plan) | $49,988 |
17 funds of $250K or more; 18 lines in all, holding $49.1M of the plan's $55.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $36.9M | 75.2% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.7M | 5.5% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $2.6M | 5.2% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $2.1M | 4.3% |
| Nuveen Lifecycl Index 2065 R6 TIAA (Nuveen) · Mutual fund Index | $951K | 1.9% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $917K | 1.9% |
| Columbia Small Cap Growth Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $783K | 1.6% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $539K | 1.1% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $446K | 0.9% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $434K | 0.9% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.