Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Lifetime 2015 Fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAINT THERESE SAINT THERESE AND AFFILIATES EMPLOYEE BENEFIT 403(B) RETIREMENT PLAN | ST LOUIS PARK MN | 1,073 | $25.5M | $852K |
| 2 | DALTON MOTORS SD, LLC DALTON MOTORS 401(K) PLAN | NATIONAL CITY CA | 236 | $6.9M | $99K |
| 3 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN |
EDMESTON NY |
| 943 |
| $82.5M |
| $66K |
| 4 | NORTHERN PANHANDLE HEAD START, INC. NORTHERN PANHANDLE HEAD START RETIREMENT SAVINGS PROGRAM | WHEELING WV | 119 | $2.8M | $38K |
| 5 | VIACARE COMMUNITY HEALTH CENTER VCCHC 403(B) PLAN | LOS ANGELES CA | 294 | $5.0M | $25K |
| 6 | KENSINGTON COMMUNITY CORPORATION FOR INDIVIDUAL DIGNITY KENCCID 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 150 | $1.4M | $3K |
| 7 | COTTON HOLDINGS, INC. COTTON HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 1,132 | $22.1M | $987 |
