Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Life Insurance Company Principal Trust Target 2040 Fund in their Schedule of Assets, totaling $825K 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 | TECH SYSTEMS, INC. TECH SYSTEMS, INC. CONTRACTORS AND EMPLOYEES RETIREMENT PLAN | APEX NC | 507 | $5.5M | $825K |
