Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Lifetime 2040 R3 Fund in their Schedule of Assets, totaling $4.0M 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 | BREAKING GROUND HDFC BREAKING GROUND 403(B) PLAN | NEW YORK NY | 921 | $19.5M | $1.8M |
| 2 | SINAI, SPECIAL NEEDS INSTITUTE SINAI SPECIAL NEEDS INSTITUTE 403(B) PLAN | PARAMUS NJ | 199 | $13.3M | $1.4M |
| 3 | CHRIS 180, INC. CHRIS 180 INC. 403(B) RETIREMENT PLAN |
ATLANTA GA |
| 319 |
| $4.8M |
| $651K |
| 4 | UNITED HEBREW GERIATRIC CENTER UNITED HEBREW GERIATRIC CENTER EMPLOYEES RETIREMENT PLAN | NEW ROCHELLE NY | 145 | $3.7M | $129K |
