Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Financial Principal Lifetime 2020 R5 Fund in their Schedule of Assets, totaling $242K 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 | OCEANFIRST BANK OCEANFIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN | TOMS RIVER NJ | 775 | $27.2M | $242K |
