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 R5 Fund in their Schedule of Assets, totaling $220K 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 | EVAPCO, INC. EVAPCO, INC. PRETAX SAVINGS AND INVESTMENT PLAN | TANEYTOWN MD | 1,892 | $9.6M | $220K |
