Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal LifeTime 2040 Institutional Fund in their Schedule of Assets, totaling $5.7M 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 | GLOBAL TUNGSTEN & POWDERS LLC GTP SAVINGS PLAN | TOWANDA PA | 459 | $98.9M | $3.6M |
| 2 | FIRST BERNE FINANCIAL CORP FIRST BERNE EMPLOYEE STOCK OWNERSHIP AND 401( K) PLAN | BERNE IN | 111 | $31.6M | $1.7M |
| 3 | GLOBAL TUNGSTEN & POWDERS LLC GTP RETIREMENT PLAN |
TOWANDA PA |
| 215 |
| $19.9M |
| $437K |
