Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Prin LifeTime 2020 Inst Fund in their Schedule of Assets, totaling $7.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VITAL STRATEGIES, INC. VITAL STRATEGIES, INC. 403(B) PLAN | NEW YORK NY | 181 | $26.0M | $1.8M |
| 2 | CPC INTEGRATED HEALTH, INC. 403(B) THRIFT PLAN FOR CPC INTEGRATED HEALTH, INC. | EATONTOWN NJ | 313 | $29.4M | $1.6M |
| 3 | PLUMAS BANK PLUMAS BANK 401(K) PROFIT SHARING PLAN |
QUINCY CA |
| 192 |
| $26.7M |
| $1.1M |
| 4 | KISTLER INSTRUMENT CORPORATION KISTLER INSTRUMENT CORP. 401(K) PLAN | AMHERST NY | 137 | $22.4M | $864K |
| 5 | BALANCE AUTISM BALANCE AUTISM RETIREMENT PLAN | ALTOONA IA | 462 | $11.5M | $538K |
| 6 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $442K |
| 7 | COMMUNITY NURSING SERVICES THE COMMUNITY NURSING SERVICES 403(B) PLAN | WEST VALLEY CITY UT | 554 | $13.4M | $435K |
| 8 | RAILROAD CONSTRUCTION COMPANY, INC RAILROAD CONSTRUCTION COMPANY, INC. 401K PLAN | PATERSON NJ | 147 | $35.1M | $424K |
| 9 | MORSELIFE INC. MORSELIFE TAX DEFERRED ANNUITY PLAN | WEST PALM BEACH FL | 1,307 | $25.9M | $48K |
| 10 | VALLEY FAMILY HEALTH CARE, INC. VALLEY FAMILY HEALTH CARE, INC. 403(B) PLAN | PAYETTE ID | 270 | $11.1M | $2K |
