Filings through .
Filed January 1, 2012 (most recent of 2 filings on file)
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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $78,223 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
20 funds of $250K or more; 25 lines in all, holding $61.5M of the plan's $62.4M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $8.8M | 14.2% |
| Principal Lifetm 2050 Principal · Insurance contract Recordkeeper's own fund | $8.6M | 14.0% |
| Principal Lifetm 2040 Principal · Insurance contract Recordkeeper's own fund | $8.3M | 13.5% |
| Prin Midcap Sep Acct Principal · Insurance contract Recordkeeper's own fund | $6.9M | 11.3% |
| Principal Lifetm 2060 Sep Acct Principal · Insurance contract Recordkeeper's own fund | $4.2M | 6.8% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $3.8M | 6.2% |
| Principal LifeTm 2030 Sep Acct+ Principal · Insurance contract Recordkeeper's own fund | $3.3M | 5.3% |
| Wellington Investment Fund Wellington · Mutual fund | $3.0M | 4.8% |
| Principal Diversified International Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.9M | 3.1% |
| Principal Small Cap S&P 600 Index SA Principal · Insurance contract IndexRecordkeeper's own fund | $1.8M | 2.9% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.