Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Lifetime 2035 in their Schedule of Assets, totaling $16.2M 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 | NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN | PROVO UT | 1,383 | $237.2M | $9.2M |
| 2 | SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION 403(B) PLAN | EVERETT WA | 162 | $25.3M | $3.0M |
| 3 | ROCKVILLE FUEL & FEED CO INC. |
ROCKVILLE MD |
| 107 |
| $12.0M |
| $1.5M |
| 4 | SOUTHWARK METAL MANUFACTURING CO. SOUTHWARK METAL MANUFACTURING CO. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 1,274 | $24.6M | $1.1M |
| 5 | THREE BROTHERS IMPORTS HY, L.L.C. AND THREE BROTHERS LUXURY, L.L.C. 3 BROTHERS LUXURY AND IMPORT 401K PLAN | METAIRIE LA | 201 | $9.2M | $639K |
| 6 | MCH ELECTRIC, INC. MCH ELECTRIC 401(K) PLAN | LIVERMORE CA | 220 | $7.2M | $526K |
| 7 | FERRIS COFFEE & NUT COMPANY FERRIS COFFEE & NUT COMPANY EMPLOYEE'S PROFIT SHARING PLAN | GRAND RAPIDS MI | 82 | $2.8M | $151K |
| 8 | BEN MYNATT FAMILY OF DEALERSHIPS BEN MYNATT FAMILY OF DEALERSHIPS 401(K) PLAN | CONCORD NC | 137 | $13.9M | $101K |
