Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Inc. Prin Lifetime 2020 R5 Fund in their Schedule of Assets, totaling $13K 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 | CATHEDRAL HOME FOR CHILDREN CATHEDRAL HOME FOR CHILDREN RETIREMENT PLAN | LARAMIE WY | 119 | $4.8M | $13K |
