Filings through .
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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 | $84,280 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
19 funds of $250K or more; 13 lines in all, holding $46.4M of the plan's $48.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $18.4M | 39.6% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $7.8M | 16.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 10.4% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $2.9M | 6.3% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 6.2% |
| Galliard Stable Return Fund Allspring · Collective trust | $2.8M | 6.0% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $2.6M | 5.7% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.7M | 3.7% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 2.4% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund | $764K | 1.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.