Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal LifeTime 2025 Institutional Mutual Fund N/A in their Schedule of Assets, totaling $3.7M 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 | BELLEVUE UNIVERSITY BELLEVUE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BELLEVUE NE | 1,357 | $91.0M | $3.7M |
