Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds, Inc. Lifetime 2030 R4 Fund in their Schedule of Assets, totaling $3.3M 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 | HEALTH MANAGEMENT SERVICES HEALTH MANAGEMENT SERVICES PENSION PLAN | LYNN MA | 337 | $18.4M | $3.2M |
| 2 | THE CENTER FOR AUTISM THE CENTER FOR AUTISM 403(B) PLAN | PHILADELPHIA PA | 142 | $4.6M | $76K |
