Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Inc. Principal Life Time 2060 Inst Fund in their Schedule of Assets, totaling $25K 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 | S.T. MANAGEMENT GROUP S.T. MANAGEMENT GROUP 401(K) PLAN | NEW YORK NY | 109 | $302K | $25K |
