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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $32,750 |
19 funds of $250K or more; 16 lines in all, holding $54.5M of the plan's $58.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $44.4M | 81.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 6.9% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $3.0M | 5.5% |
| Galliard Stable Return PN Allspring · Collective trust | $1.1M | 2.0% |
| Registered Investment Company American Beacon Funds American Beacon (Resolute) · Mutual fund | $396K | 0.7% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $372K | 0.7% |
| MidCap S&P 400 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $306K | 0.6% |
| DFA Emerg Mkt Core Eqty 2 I Fd Dimensional · Mutual fund | $271K | 0.5% |
| Vanguard Group Vanguard Intl Growth Adm Fd Vanguard · Mutual fund | $266K | 0.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $138K | 0.3% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Small-Cap Index Fund Admiral Shares | $619K |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.