Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Financial Group Principal LifeTime 2030 R5 Fund N/R in their Schedule of Assets, totaling $10.5M 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 | HELP USA, INC. HELP USA, INC. EMPLOYEES' RETIREMENT PLAN | NEW YORK NY | 1,147 | $37.6M | $10.5M |
