Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Principal Lifetime 2035 Fund in their Schedule of Assets, totaling $15.6M 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 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN | EDMESTON NY | 943 | $82.5M | $4.3M |
| 2 | JACOBSEN CONSTRUCTION COMPANY, INC. JACOBSEN CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SALT LAKE CITY UT | 625 | $119.7M | $2.6M |
| 3 | ALLISON-SMITH COMPANY, LLC |
SMYRNA GA |
| 125 |
| $21.4M |
| $2.5M |
| 4 | SAINT THERESE SAINT THERESE AND AFFILIATES EMPLOYEE BENEFIT 403(B) RETIREMENT PLAN | ST LOUIS PARK MN | 1,073 | $25.5M | $2.2M |
| 5 | COTTON HOLDINGS, INC. COTTON HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 1,132 | $22.1M | $1.4M |
| 6 | DALTON MOTORS SD, LLC DALTON MOTORS 401(K) PLAN | NATIONAL CITY CA | 236 | $6.9M | $863K |
| 7 | VIACARE COMMUNITY HEALTH CENTER VCCHC 403(B) PLAN | LOS ANGELES CA | 294 | $5.0M | $529K |
| 8 | MCKING CONSULTING CORPORATION MCKING CONSULTING CORPORATION 401(K) PLAN | FAIRFAX VA | 54 | $15.3M | $442K |
| 9 | NORTHERN PANHANDLE HEAD START, INC. NORTHERN PANHANDLE HEAD START RETIREMENT SAVINGS PROGRAM | WHEELING WV | 119 | $2.8M | $372K |
| 10 | PLASTIC PRODUCTS COMPANY, INC. PLASTIC PRODUCTS COMPANY, INC. 401(K)/ PROFIT SHARING PLAN | LINDSTROM MN | 982 | $26.2M | $135K |
