Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds, Inc. Principal LifeTime Strategic Income Fund in their Schedule of Assets, totaling $19K 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 | ASIAN AMERICANS FOR EQUALITY, INC. ASIAN AMERICANS FOR EQUALITY, INC. 403(B) PLAN | NEW YORK NY | 140 | $6.9M | $14K |
| 2 | COMMUNITY HEALTH CENTER OF CENTRAL MISSOURI COMMUNITY HEALTH CENTER OF CENTRAL MISSOURI 403(B) PLAN | JEFFERSON CITY MO | 117 | $3.8M | $5K |
