Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Lifetime 2040 in their Schedule of Assets, totaling $16.5M 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 | SCHUTZ CONTAINER SYSTEMS, INC. SCHUTZ CONTAINER SYSTEMS, INC. EMPLOYEE'S 401(K) RETIREMENT PLAN | NORTH BRANCH NJ | 824 | $40.8M | $4.9M |
| 2 | SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION 403(B) PLAN | EVERETT WA | 162 | $25.3M | $1.9M |
| 3 | SOUTHWARK METAL MANUFACTURING CO. |
PHILADELPHIA PA |
| 1,274 |
| $24.6M |
| $1.9M |
| 4 | ENVIRONAMICS, INC. ENVIRONAMICS, INC. 401(K) SAFE HARBOR PLAN | CHARLOTTE NC | 112 | $15.4M | $1.8M |
| 5 | CONTAINER GRAPHICS CORPORATION CONTAINER GRAPHICS CORPORATION RETIREMENT AND SAVINGS PLAN | CARY NC | 314 | $40.6M | $1.7M |
| 6 | BEN MYNATT FAMILY OF DEALERSHIPS BEN MYNATT FAMILY OF DEALERSHIPS 401(K) PLAN | CONCORD NC | 137 | $13.9M | $1.4M |
| 7 | MCH ELECTRIC, INC. MCH ELECTRIC 401(K) PLAN | LIVERMORE CA | 220 | $7.2M | $963K |
| 8 | ROCKVILLE FUEL & FEED CO INC. THE RF & F EMPLOYEE PROFIT SHARING PLAN | ROCKVILLE MD | 107 | $12.0M | $936K |
| 9 | THREE BROTHERS IMPORTS HY, L.L.C. AND THREE BROTHERS LUXURY, L.L.C. 3 BROTHERS LUXURY AND IMPORT 401K PLAN | METAIRIE LA | 201 | $9.2M | $649K |
| 10 | FERRIS COFFEE & NUT COMPANY FERRIS COFFEE & NUT COMPANY EMPLOYEE'S PROFIT SHARING PLAN | GRAND RAPIDS MI | 82 | $2.8M | $342K |
