Filings through .
Filed July 19, 2021
Street address, email and phone are on Pro, free for 7 days.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $82,318 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
13 funds of $250K or more; 16 lines in all, holding $21.5M of the plan's $21.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $19.4M | 90.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $601K | 2.8% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $471K | 2.2% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund-I Class T. Rowe Price · Mutual fund | $293K | 1.4% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $198K | 0.9% |
| Prin Blue Chip SA-Z Principal · Insurance contract Recordkeeper's own fund | $137K | 0.6% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $99K | 0.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $75K | 0.3% |
| Avantis U.S. Small Cap Value Fund American Century · Mutual fund | $56K | 0.3% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $51K | 0.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund-I Class | $293K |
| DroppedT. Rowe Price QM US SC Gr Eq I | $258K |
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.