Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Inc Principal Lifetime Hybrid 2040 R6 in their Schedule of Assets, totaling $8.0M 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 | ANDROSCOGGIN HOME HEALTH SERVICES,INC. ANDWELL HEALTH PARTNERS | LEWISTON ME | 874 | $34.9M | $4.9M |
| 2 | WESTMINSTER SERVICES, INC. WESTMINSTER SERVICES, INC. 403(B) PLAN | ORLANDO FL | 2,524 | $41.8M | $2.8M |
| 3 | JEWISH FAMILY & COMMUNITY SERVICES, INC. 403(B) THRIFT PLAN OF JEWISH FAMILY & COMMUNITY SERVICES, INC. |
JACKSONVILLE FL |
| 243 |
| $2.9M |
| $310K |
