Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Life Insurance Company Principal Lifetime 2065 in their Schedule of Assets, totaling $531K 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 ACADEMY CHARTER SCHOOL THE ACADEMY CHARTER SCHOOL 401(K) PLAN | HEMPSTEAD NY | 811 | $14.1M | $265K |
| 2 | WITTENBACH BUSINESS SYSTEMS, LLC WITTENBACH BUSINESS SYSTEMS, LLC 401(K) RETIREMENT PLAN | SPARKS MD | 333 | $28.1M | $172K |
| 3 | YETTER MANUFACTURING COMPANY |
COLCHESTER IL |
| 106 |
| $9.3M |
| $78K |
| 4 | NYC CHARTER HIGH SCHOOL FOR ARCHITECTURE, ENGINEERING & CONSTRUCTION NYC CHARTER HIGH SCHOOL FOR ARCHITECTURE, ENGINEERING & CONSTRUCTION INDUSTRIES 401(K) PLAN | BRONX NY | 143 | $3.0M | $15K |
