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 LifeTime 2040 R3 Fund N/A in their Schedule of Assets, totaling $323K 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 | DIRECTIONS FOR YOUTH AND FAMILIES DIRECTION'S 403(B) PLAN | COLUMBUS OH | 123 | $4.4M | $323K |
