Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $24,689 |
Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $11,216 |
11 funds of $250K or more; 15 lines in all, holding $6.8M of the plan's $6.8M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 15.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $800K | 11.8% |
| Principal flexPATH Strategies Large Cap Value Fund Principal · Mutual fund Recordkeeper's own fund | $791K | 11.6% |
| Bond Fund OF America Capital Group · Mutual fund | $629K | 9.2% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $624K | 9.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $555K | 8.2% |
| Principal Fixed Income Guarentee Options Principal · Insurance contract Recordkeeper's own fund | $379K | 5.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $347K | 5.1% |
| Principal flexPATH Mid Cap Growth Fund Principal · Collective trust Recordkeeper's own fund | $296K | 4.4% |
| Principal flexPATH Mid Cap Value Fund Principal · Mutual fund Recordkeeper's own fund | $289K | 4.3% |
Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fund2 Principal flexPATH Mid Cap Value Fund II to Principal flexPATH Mid Cap Value Fund | $224K to $289K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.