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NELSEN v. PRINCIPAL GLOBAL INVESTORS TRUST CO.

Case No. 4:18-CV-00115-SMR-SBJ.

362 F.Supp.3d 627 (2019)

Ashley NELSEN, Roody Jasmin, and Joellyn Williams, Individually and as Representatives of a Class of Similarly Situated Persons, Plaintiffs, v. PRINCIPAL GLOBAL INVESTORS TRUST COMPANY, Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company, Principal Global Investors, LLC, and Principal Management Corporation, Defendants.

United States District Court, S.D. Iowa, Central Division.

Signed January 24, 2019.

Attorney(s) appearing for the Case

Jill M. Zwagerman , Newkirk Zwagerman, P.L.C., Des Moines, IA, Brandon Thomas McDonough , Pro Hac Vice; Brock Joseph Specht , Pro Hac Vice; Carl Frederick Engstrom , Pro Hac Vice; Chloe Alexandria O'Neill , Pro Hac Vice; Kai Heinrich Richter , Pro Hac Vice; Mark Edward Thomson , Pro Hac Vice; Paul Joseph Lukas , Pro Hac Vice; Nichols Kaster, PLLP, Minneapolis, MN, for Plaintiffs.

Angel Anna West , Leslie Christine Behaunek , Nyemaster Goode PC, Des Moines, IA, Lars Calvin Golumbic , Pro Hac Vice; Samuel Isaac Levin , Pro Hac Vice; Sarah Lorraine Martin , Pro Hac Vice; Steve Mulhanney Saxon , Pro Hac Vice; Groom Law Group, Washington, DC, for Defendants.

ORDER ON MOTION TO DISMISS

Plaintiffs are employees who participate in 401(k) retirement plans (the "Retirement Plans") offered by their employers. The Retirement Plans contracted with Defendants to provide a series of collective investment trusts (the "Principal CITs") for the Plaintiffs...

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