Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Principal Lifetime 2040 Fund in their Schedule of Assets, totaling $56.2M 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 | RYAN COMPANIES US, INC. RYAN COMPANIES US, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 1,520 | $324.0M | $37.5M |
| 2 | PLASTIC PRODUCTS COMPANY, INC. PLASTIC PRODUCTS COMPANY, INC. 401(K)/ PROFIT SHARING PLAN | LINDSTROM MN | 982 | $26.2M | $3.6M |
| 3 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. |
EDMESTON NY |
| 943 |
| $82.5M |
| $3.5M |
| 4 | ALLISON-SMITH COMPANY, LLC ALLISON-SMITH COMPANY, LLC PS/401(K) PLAN | SMYRNA GA | 125 | $21.4M | $3.2M |
| 5 | COTTON HOLDINGS, INC. COTTON HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 1,132 | $22.1M | $2.1M |
| 6 | SAINT THERESE SAINT THERESE AND AFFILIATES EMPLOYEE BENEFIT 403(B) RETIREMENT PLAN | ST LOUIS PARK MN | 1,073 | $25.5M | $1.7M |
| 7 | JACOBSEN CONSTRUCTION COMPANY, INC. JACOBSEN CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SALT LAKE CITY UT | 625 | $119.7M | $1.0M |
| 8 | DALTON MOTORS SD, LLC DALTON MOTORS 401(K) PLAN | NATIONAL CITY CA | 236 | $6.9M | $953K |
| 9 | ENVIRONMENTAL COMPLIANCE CONSULTANTS, INC. ECC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 91 | $6.9M | $801K |
| 10 | PORTER PIPE & SUPPLY CO. PORTER PIPE & SUPPLY CO. 401(K) PLAN | ADDISON IL | 350 | $28.5M | $744K |
