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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $141,329 |
26 funds of $250K or more; 16 lines in all, holding $144M of the plan's $150M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintages | $97.9M | 67.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $18.8M | 13.0% |
| Pgim Jennison Growth Fund Prudential (PGIM) · Mutual fund | $7.0M | 4.8% |
| Principal Global Investors Trust Co Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $3.8M | 2.7% |
| Common/Collective Trust Great Gray Manager not matched · Collective trust | $3.7M | 2.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 1.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.0M | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 1.3% |
| Great Gray Mid Cap Growth II CL R1 Fund Manager not matched · Collective trust | $1.2M | 0.8% |
Added 3 funds, dropped 8 funds, likely replaced 3 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2035 Fund Investor Shares to T. Rowe Price Retirement Blend 2035 Trust | $68.0M to $97.9M |
| DroppedAmerican Funds Target Date 2030 Fund | $23.8M |
| AddedCommon/Collective Trust Great Gray | $3.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.