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 2045 Inst 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCHOOL HEALTH CORPORATION SCHOOL HEALTH CORP. 401(K) PLAN | ROLLING MEADOWS IL | 172 | $26.1M | $2.5M |
| 2 | KELBERMAN CENTER, INC. KELBERMAN CENTER, INC. 403(B) PLAN | UTICA NY | 319 | $5.9M | $666K |
| 3 | WALPOLE AREA VISITING NURSE ASSOCIATION, INC. WALPOLE AREA VISITING NURSE ASSOCIATION 403(B) RETIREMENT PLAN |
WALPOLE MA |
| 103 |
| $4.7M |
| $138K |
