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 R6 Fund in their Schedule of Assets, totaling $49K 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 | THE ARC OF CARROLL COUNTY, INC. THE ARC CARROLL COUNTY 403(B) PLAN | WESTMINSTER MD | 271 | $6.3M | $49K |
