Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal Lifetime 2025 Fund in their Schedule of Assets, totaling $12.2M 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 | ALLISON-SMITH COMPANY, LLC ALLISON-SMITH COMPANY, LLC PS/401(K) PLAN | SMYRNA GA | 125 | $21.4M | $2.8M |
| 2 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN | EDMESTON NY | 943 | $82.5M | $2.7M |
| 3 | JACOBSEN CONSTRUCTION COMPANY, INC. |
SALT LAKE CITY UT |
| 625 |
| $119.7M |
| $1.9M |
| 4 | SAINT THERESE SAINT THERESE AND AFFILIATES EMPLOYEE BENEFIT 403(B) RETIREMENT PLAN | ST LOUIS PARK MN | 1,073 | $25.5M | $1.7M |
| 5 | ENVIRONMENTAL COMPLIANCE CONSULTANTS, INC. ECC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 91 | $6.9M | $977K |
| 6 | COTTON HOLDINGS, INC. COTTON HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 1,132 | $22.1M | $777K |
| 7 | DALTON MOTORS SD, LLC DALTON MOTORS 401(K) PLAN | NATIONAL CITY CA | 236 | $6.9M | $536K |
| 8 | MCKING CONSULTING CORPORATION MCKING CONSULTING CORPORATION 401(K) PLAN | FAIRFAX VA | 54 | $15.3M | $399K |
| 9 | VIACARE COMMUNITY HEALTH CENTER VCCHC 403(B) PLAN | LOS ANGELES CA | 294 | $5.0M | $198K |
| 10 | KENSINGTON COMMUNITY CORPORATION FOR INDIVIDUAL DIGNITY KENCCID 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 150 | $1.4M | $185K |
