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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 | $95,827 |
Service code 27 · EIN 82-1301701 | Advisory (Plan) | $55,746 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $22,734 |
17 funds of $250K or more; 21 lines in all, holding $41.9M of the plan's $42.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, collective trust, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 11 vintages | $32.2M | 76.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.8M | 9.1% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $1.4M | 3.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 2.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $506K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $434K | 1.0% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $419K | 1.0% |
| T. Rowe Price Global Stock Fund-I Class T. Rowe Price · Mutual fund | $371K | 0.9% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $272K | 0.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $263K | 0.6% |
Likely replaced 1 fund. Moved 1 fund from mutual fund to collective trust. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustAmerican Funds 2050 Target Date Retirement Fund Class R-6 to American Funds Target Date 2050 Trust | $27.1M to $32.2M |
| ReplacedHighVanguard International Value Fund Investor Shares to DFA International Value Portfolio- Institutional Class | $292K to $419K |
| Share class changeT. Rowe Price Global Stock I Fund to T. Rowe Price Global Stock Fund-I Class | $206K to $371K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.