Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Lifetime 2020 R5 Fund Mutual Fund in their Schedule of Assets, totaling $2.1M 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 | NATIONAL RETAIL FEDERATION NATIONAL RETAIL FEDERATION 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 102 | $49.1M | $1.2M |
| 2 | THE OSBORNE ASSOC INC SUPPLEMENTAL 403(B) THRIFT PLAN OF THE OSBORNE ASSOCIATION, INC. | BRONX NY | 365 | $7.3M | $529K |
| 3 | THE OSBORNE ASSOC INC |
BRONX NY |
| 182 |
| $6.1M |
| $364K |
