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 2060 R3 Fund in their Schedule of Assets, totaling $70K 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 | HILL COUNTRY COMMUNITY CLINIC HILL COUNTRY COMMUNITY CLINIC 403B ERISA PLAN | ROUND MOUNTAIN CA | 235 | $3.0M | $70K |
