Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Funds, Inc. Prin Lifetime Hybrid 2040 R6 in their Schedule of Assets, totaling $3.7M 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 | EAGLE HILL SCHOOL EAGLE HILL FOUNDATION INC. 403(B) PLAN | GREENWICH CT | 116 | $32.5M | $1.9M |
| 2 | WESTMINSTER SERVICES, INC. WESTMINSTER SERVICES, INC. RETIREMENT PLAN | ORLANDO FL | 1,554 | $12.5M | $918K |
| 3 | ORIANA HOUSE, INC. ORIANA HOUSE, INC. 403(B) RETIREMENT PLAN |
AKRON OH |
| 798 |
| $24.5M |
| $612K |
| 4 | COMMUNITY SENIOR LIFE CSL 403(B) PLAN | ORANGE BEACH AL | 225 | $1.5M | $215K |
| 5 | CARING PEOPLE ALLIANCE CARING PEOPLE ALLIANCE DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 165 | $4.4M | $53K |
