Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Lifetime 2040 Fund Mutual Funds 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREEN RIVER REGIONAL MENTAL HEALTH/MENTAL RIVER VALLEY AND AFFILIATES 403(B) RETIREMENT SAVINGS PLAN | OWENSBORO KY | 726 | $7.4M | $1.1M |
| 2 | EFFECTIVE SCHOOL SOLUTIONS, LLC EFFECTIVE SCHOOL SOLUTIONS, LLC 401(K) PLAN | NEW PROVIDENCE NJ | 551 | $9.3M | $1.0M |
