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 2045 Inst Fund in their Schedule of Assets, totaling $43.5M 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 | $40.6M |
| 2 | NATIONAL COUNCIL OF ARCHITECTURAL NATIONAL COUNCIL OF ARCHITECTURAL REGISTRATION BOARDS 401(K) PLAN | WASHINGTON DC | 122 | $27.5M | $2.4M |
| 3 | GREATER ATLANTA CHRISTIAN SCHOOLS, INC. |
NORCROSS GA |
| 542 |
| $34.2M |
| $532K |
