Filings through .
Filed May 16, 2005
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 GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $12,099 |
14 funds of $250K or more; 19 lines in all, holding $9.3M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $1.7M | 18.2% |
| Principal Fixed Income Guaranteed Principal · Insurance contract Recordkeeper's own fund | $1.6M | 16.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $807K | 8.7% |
| Neuberger Large Cap Value Fund Class R6 Neuberger Berman · Mutual fund | $707K | 7.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $582K | 6.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $465K | 5.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $448K | 4.8% |
| Fidelity Research Advisor Equity Growth Fund - Class Z Fidelity (FMR) · Mutual fund | $430K | 4.6% |
| American Funds American High-Income Trust R6 Fund Capital Group · Collective trust | $366K | 3.9% |
| Pgim Jennison International Opportunities Fund Class R6 Prudential (PGIM) · Mutual fund | $342K | 3.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.