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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 | $46,586 |
23 funds of $250K or more; 21 lines in all, holding $63.1M of the plan's $67.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin/BR Intl Eq Indx CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $11.8M | 18.8% |
| Prin/BR S&P 500 Index CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $9.4M | 14.9% |
| Prin/BR Agg Bd Index CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $8.2M | 13.0% |
| Common/Collective Trust SEI Trust C SEI · Collective trust | $4.9M | 7.8% |
| SEI Short-Term Inv Fund A TR SEI · Collective trust | $4.7M | 7.5% |
| Prin/BR Lg Cap Value CIT TR Principal · Collective trust Recordkeeper's own fund | $4.1M | 6.5% |
| Prin/BR Russ 2000 I CIT TR Principal · Collective trust Recordkeeper's own fund | $3.4M | 5.3% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $3.2M | 5.0% |
| SEI Trust Company Prin/BR Lg Cap Growth CIT TR SEI · Collective trust | $3.1M | 4.9% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $2.8M | 4.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.