Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Inc Prin Lifetime 2025 Inst Fund in their Schedule of Assets, totaling $2.2M 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 | SCHOOL HEALTH CORPORATION SCHOOL HEALTH CORP. 401(K) PLAN | ROLLING MEADOWS IL | 172 | $26.1M | $1.4M |
| 2 | WALPOLE AREA VISITING NURSE ASSOCIATION, INC. WALPOLE AREA VISITING NURSE ASSOCIATION 403(B) RETIREMENT PLAN | WALPOLE MA | 103 | $4.7M | $571K |
| 3 | KELBERMAN CENTER, INC. |
UTICA NY |
| 319 |
| $5.9M |
| $309K |
