Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Prin LifeTime 2070 Inst Fund in their Schedule of Assets, totaling $8.8M 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 | RAILROAD CONSTRUCTION COMPANY, INC RAILROAD CONSTRUCTION COMPANY, INC. 401K PLAN | PATERSON NJ | 147 | $35.1M | $3.1M |
| 2 | BALANCE AUTISM BALANCE AUTISM RETIREMENT PLAN | ALTOONA IA | 462 | $11.5M | $2.6M |
| 3 | MORSELIFE INC. MORSELIFE TAX DEFERRED ANNUITY PLAN |
WEST PALM BEACH FL |
| 1,307 |
| $25.9M |
| $1.5M |
| 4 | COMMUNITY NURSING SERVICES THE COMMUNITY NURSING SERVICES 403(B) PLAN | WEST VALLEY CITY UT | 554 | $13.4M | $1.0M |
| 5 | GRANT REGIONAL HEALTH CENTER GRANT REGIONAL HEALTH CENTER RETIREMENT PLAN | LANCASTER WI | 325 | $29.6M | $422K |
| 6 | VITAL STRATEGIES, INC. VITAL STRATEGIES, INC. 403(B) PLAN | NEW YORK NY | 181 | $26.0M | $144K |
| 7 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $822 |
