Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Funds, Inc. Principal LifeTime 2020 Fund in their Schedule of Assets, totaling $2.1M 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 | FIRST CHOICE COMMUNITY HEALTHCARE, INC. 2FIRST CHOICE COMMUNITY HEALTHCARE 403(B) PLAN | ALBUQUERQUE NM | 343 | $26.7M | $892K |
| 2 | P.A. LANDERS, INC. P.A. LANDERS, INC. RETIREMENT SAVINGS PLAN | HANOVER MA | 287 | $24.2M | $606K |
| 3 | ASIAN AMERICANS FOR EQUALITY, INC. |
NEW YORK NY |
| 140 |
| $6.9M |
| $384K |
| 4 | COMMUNITY HEALTH CENTER OF CENTRAL MISSOURI COMMUNITY HEALTH CENTER OF CENTRAL MISSOURI 403(B) PLAN | JEFFERSON CITY MO | 117 | $3.8M | $225K |
