Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Prin Lifetime 2030 R5 Fund in their Schedule of Assets, totaling $8.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE ANIMAL MEDICAL CENTER ANIMAL MEDICAL CENTER 403(B) TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 614 | $41.0M | $2.3M |
| 2 | JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE FL | 103 | $12.2M | $1.8M |
| 3 | FRIENDS OF THE ISRAEL DEFENSE FORCES |
NEW YORK NY |
| 141 |
| $11.8M |
| $1.5M |
| 4 | AMERICAN JEWISH COMMITTEE AJC 403(B) RETIREMENT PLAN | NEW YORK NY | 226 | $9.5M | $1.1M |
| 5 | OHIO COUNTY HOSPITAL OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | HARTFORD KY | 703 | $19.5M | $893K |
| 6 | FAMILY COUNSELING CENTER FAMILY COUNSELING CENTER OF ARMSTRONG COUNTY TAX SHELTERED ANNUITY PLAN | KITTANNING PA | 192 | $22.2M | $718K |
| 7 | THE HURLEY CLINIC THE HURLEY CLINIC 403(B) RETIREMENT PLAN | FLINT MI | 140 | $36.0M | $190K |
| 8 | JEWISH FAMILY SERVICE OF DALLAS, INC. JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN | DALLAS TX | 91 | $6.4M | $27K |
| 9 | HURLEY PRACTICE HURLEY PRACTICE MANAGEMENT SERVICES EMPLOYEE DEFERRED COMPENSATION PLAN | FLINT MI | 255 | $3.7M | $4K |
