Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal LifeTime 2040 Inst Fund in their Schedule of Assets, totaling $9.6M 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 | PMHCC, INC. PMHCC, INC. 403(B) PLAN | PHILADELPHIA PA | 604 | $47.6M | $8.4M |
| 2 | THE ELISABETH MORROW SCHOOL THE ELISABETH MORROW SCHOOL 403(B) RETIREMENT PLAN | ENGLEWOOD NJ | 103 | $21.0M | $1.3M |
