Filings through .
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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 | $50,461 |
Filed as: MMA SECURITIES LLC Service code 49 · EIN 22-3570392 | Other Services | $4,351 |
17 funds of $250K or more; 10 lines in all, holding $25.4M of the plan's $25.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $13.4M | 52.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 18.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 7.6% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $1.3M | 5.2% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $1.1M | 4.4% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $798K | 3.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $778K | 3.1% |
| Principal Guaranteed interest account Principal · Insurance contract Recordkeeper's own fund | $749K | 2.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $317K | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $206K | 0.8% |
Added 6 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchPrincipal LifeTime 2040 to Vanguard Target Retirement 2040 Fund Investor Shares | $9.7M to $13.4M |
| AddedFidelity 500 Index Fund | $4.8M |
| AddedFidelity Small Cap Index Fund | $1.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.