Filings through .
Filed November 5, 1993
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 GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $67,088 |
19 funds of $250K or more; 8 lines in all, holding $166M of the plan's $173M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, collective trust, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $117M | 70.8% |
| Common/Collective Trust T. Rowe Pri T. Rowe Price · Collective trust | $19.9M | 12.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $16.6M | 10.0% |
| Galliard Stable Return PN Allspring · Collective trust | $4.0M | 2.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $4.0M | 2.4% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.6M | 1.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $998K | 0.6% |
Added 3 funds, dropped 16 funds.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Retirement 2030 Trust | $116M |
| Dropped2030 Trust CI A | $21.0M |
| AddedCommon/Collective Trust T. Rowe Pri | $19.9M |
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.
The auditor signed off without reservation. This is the cleanest opinion.