Consolidated Disclosure Tool

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View a list of investment fees.

Inv Manager or Sub-Advisor
Investment Option
StatusEligibile Indirect Compensation Disclosures
Large U.S. Equity
Large Blend
Principal Global Investors
Principal LargeCap S&P 500 Index Separate Account
Small/Mid U.S. Equity
Mid Cap Growth
Principal Global Investors
Principal MidCap Separate Account
Small Blend
Principal Global Investors
Principal SmallCap S&P 600 Index Separate Account
Principal Global Investors
Principal SmallCap Separate Account

Other Fee Disclosures

Your Other Fee Disclosures for Service Level Compensation

The disclosures listed on this page display only those investment options for which we have received eligible indirect compensation disclosures and may not include all investment options offered under your plan.

– This investment option does not accept new contributions or investment transfers.

Investment options are subject to investment risk. Shares or unit values will fluctuate and investments, when redeemed, may be worth more or less than their original cost. This does not apply, however, to the guaranteed portions of group annuity contracts issued by Principal Life that constitute guaranteed benefit policies as defined in ERISA §401(b)(2)(B).

Insurance products and plan administrative services are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc. , 800-547-7754, Member SIPC and/or independent broker/dealers. Securities sold by a Principal Securities® Registered Representative are offered through Principal Securities. Principal Funds Distributor, Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392.