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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $116,519 |
22 funds of $250K or more; 14 lines in all, holding $123M of the plan's $124M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: SSgA Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $70.1M | 57.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $15.0M | 12.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $6.8M | 5.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $6.8M | 5.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $4.5M | 3.6% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $4.0M | 3.3% |
| Collective Investment Trusts Principal Stable Value Institutional Fund Principal · Stable value Stable valueRecordkeeper's own fund | $3.9M | 3.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 3.0% |
| Interests in Mutual Funds Pgim Total Return Bond R6 Fund Prudential (PGIM) · Mutual fund | $2.8M | 2.2% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 1.3% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.