Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal LifeTime 2040 Fund Registered Investment Company in their Schedule of Assets, totaling $16.1M 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 | COLUMBIA LUTHERAN CHARITIES DBA COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL 403(B) TAX DEFERRED ANNUITY | ASTORIA OR | 761 | $51.1M | $9.9M |
| 2 | COLUMBIA LUTHERAN CHARITIES DBA COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL TSA/THRIFT PLAN AND TRUST | ASTORIA OR | 659 | $28.1M | $5.6M |
| 3 | FCN, INC. |
ROCKVILLE MD |
| 109 |
| $25.5M |
| $628K |
