Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Principal LifeTime 2065 R3 Fund in their Schedule of Assets, totaling $109K 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 | ILLINOIS NATIONAL BANCORP, INC. ILLINOIS NATIONAL BANCORP 401(K) PLAN | SPRINGFIELD IL | 295 | $41.3M | $109K |
