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 Hybrid 2040 Inst Fund in their Schedule of Assets, totaling $286K 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 | WILLIAMSBURG LANDING, INC. WILLIAMSBURG LANDING, INC. 403(B) RETIREMENT PLAN | WILLIAMSBURG VA | 424 | $8.7M | $286K |
