Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding College Retirement Equities Fund* Principal LifeTime Hybrid 2040 Fund in their Schedule of Assets, totaling $16.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERMEDIARYED ACT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MOUNT VERNON IA | 11 | $393.2M | $16.1M |
