Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Prin LifeTime 2040 Inst Fund in their Schedule of Assets, totaling $13.3M 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 | $4.0M |
| 2 | RAILROAD CONSTRUCTION COMPANY, INC RAILROAD CONSTRUCTION COMPANY, INC. 401K PLAN | PATERSON NJ | 147 | $35.1M | $2.3M |
| 3 | KISTLER INSTRUMENT CORPORATION KISTLER INSTRUMENT CORP. 401(K) PLAN |
AMHERST NY |
| 137 |
| $22.4M |
| $2.1M |
| 4 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $1.5M |
| 5 | GRANT REGIONAL HEALTH CENTER GRANT REGIONAL HEALTH CENTER RETIREMENT PLAN | LANCASTER WI | 325 | $29.6M | $1.0M |
| 6 | MORSELIFE INC. MORSELIFE TAX DEFERRED ANNUITY PLAN | WEST PALM BEACH FL | 1,307 | $25.9M | $705K |
| 7 | PLUMAS BANK PLUMAS BANK 401(K) PROFIT SHARING PLAN | QUINCY CA | 192 | $26.7M | $644K |
| 8 | VALLEY FAMILY HEALTH CARE, INC. VALLEY FAMILY HEALTH CARE, INC. 403(B) PLAN | PAYETTE ID | 270 | $11.1M | $478K |
| 9 | CPC INTEGRATED HEALTH, INC. 403(B) THRIFT PLAN FOR CPC INTEGRATED HEALTH, INC. | EATONTOWN NJ | 313 | $29.4M | $364K |
| 10 | BALANCE AUTISM BALANCE AUTISM RETIREMENT PLAN | ALTOONA IA | 462 | $11.5M | $160K |
