Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Inc Principal Lifetime 2030 Inst Fund in their Schedule of Assets, totaling $6.6M 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 | TEACH FOR AMERICA, INC. TEACH FOR AMERICA, INC. 403(B) RETIREMENT PLAN | NEW YORK NY | 1,176 | $223.9M | $5.1M |
| 2 | GREATER ATLANTA CHRISTIAN SCHOOLS, INC. GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN | NORCROSS GA | 542 | $34.2M | $818K |
| 3 | NATIONAL COUNCIL OF ARCHITECTURAL |
WASHINGTON DC |
| 122 |
| $27.5M |
| $757K |
