Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Lifetime 2060 in their Schedule of Assets, totaling $6.5M 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 | NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN | PROVO UT | 1,383 | $237.2M | $2.4M |
| 2 | SCHUTZ CONTAINER SYSTEMS, INC. SCHUTZ CONTAINER SYSTEMS, INC. EMPLOYEE'S 401(K) RETIREMENT PLAN | NORTH BRANCH NJ | 824 | $40.8M | $1.1M |
| 3 | MCH ELECTRIC, INC. MCH ELECTRIC 401(K) PLAN |
LIVERMORE CA |
| 220 |
| $7.2M |
| $662K |
| 4 | 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 | $578K |
| 5 | BEN MYNATT FAMILY OF DEALERSHIPS BEN MYNATT FAMILY OF DEALERSHIPS 401(K) PLAN | CONCORD NC | 137 | $13.9M | $481K |
| 6 | CONTAINER GRAPHICS CORPORATION CONTAINER GRAPHICS CORPORATION RETIREMENT AND SAVINGS PLAN | CARY NC | 314 | $40.6M | $381K |
| 7 | ENVIRONAMICS, INC. ENVIRONAMICS, INC. 401(K) SAFE HARBOR PLAN | CHARLOTTE NC | 112 | $15.4M | $341K |
| 8 | SOUTHWARK METAL MANUFACTURING CO. SOUTHWARK METAL MANUFACTURING CO. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 1,274 | $24.6M | $290K |
| 9 | FERRIS COFFEE & NUT COMPANY FERRIS COFFEE & NUT COMPANY EMPLOYEE'S PROFIT SHARING PLAN | GRAND RAPIDS MI | 82 | $2.8M | $205K |
| 10 | SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION 403(B) PLAN | EVERETT WA | 162 | $25.3M | $76K |
