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 2065 R2 Fund # in their Schedule of Assets, totaling $362K 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 | HOWARD BROWN HEALTH CENTER HOWARD BROWN 401(K) PLAN | CHICAGO IL | 489 | $20.8M | $362K |
