Filings through .
Filed September 13, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $122,165 |
16 funds of $250K or more; 23 lines in all, holding $70.3M of the plan's $74.0M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $19.9M | 28.3% |
| Nuveen Core Plus Bond Fund Class R6 TIAA (Nuveen) · Mutual fund | $10.6M | 15.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.8M | 11.0% |
| Fidelity Adv Growth Opp I Fund Fidelity (FMR) · Mutual fund | $6.0M | 8.6% |
| Victory RS Intl Y Fd Victory Capital · Mutual fund | $5.4M | 7.7% |
| Nuveen Strategic Income I Fund TIAA (Nuveen) · Mutual fund | $4.8M | 6.9% |
| Columbia Sel LC Value Instl $ Ameriprise (Columbia Threadneedle) · Mutual fund | $4.7M | 6.8% |
| Pooled Separate Accounts Lincoln National Life Insurance Lincoln Financial · Separate account | $2.4M | 3.3% |
| Vanguard Group Vanguard Emg Mk Stk Index Adm Fd Vanguard · Mutual fund Index | $1.8M | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 2.4% |
Added 2 funds, dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedColumbia Sel LC Value Instl $ | $4.7M |
| DroppedColumbia Selct LG CP Val I3 FD $ | $3.6M |
| ReplacedHighInvesco Emerging Markets ex-China Fund Class R6 to Vanguard Group Vanguard Emg Mk Stk Index Adm Fd | $1.3M to $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.