Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Principal Lifetime 2065 Fund in their Schedule of Assets, totaling $2.3M 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 | ALLISON-SMITH COMPANY, LLC ALLISON-SMITH COMPANY, LLC PS/401(K) PLAN | SMYRNA GA | 125 | $21.4M | $574K |
| 2 | COTTON HOLDINGS, INC. COTTON HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 1,132 | $22.1M | $419K |
| 3 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN |
EDMESTON NY |
| 943 |
| $82.5M |
| $356K |
| 4 | JACOBSEN CONSTRUCTION COMPANY, INC. JACOBSEN CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SALT LAKE CITY UT | 625 | $119.7M | $192K |
| 5 | DALTON MOTORS SD, LLC DALTON MOTORS 401(K) PLAN | NATIONAL CITY CA | 236 | $6.9M | $170K |
| 6 | NORTHERN PANHANDLE HEAD START, INC. NORTHERN PANHANDLE HEAD START RETIREMENT SAVINGS PROGRAM | WHEELING WV | 119 | $2.8M | $151K |
| 7 | VIACARE COMMUNITY HEALTH CENTER VCCHC 403(B) PLAN | LOS ANGELES CA | 294 | $5.0M | $122K |
| 8 | ENVIRONMENTAL COMPLIANCE CONSULTANTS, INC. ECC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 91 | $6.9M | $89K |
| 9 | SAINT THERESE SAINT THERESE AND AFFILIATES EMPLOYEE BENEFIT 403(B) RETIREMENT PLAN | ST LOUIS PARK MN | 1,073 | $25.5M | $75K |
| 10 | PLASTIC PRODUCTS COMPANY, INC. PLASTIC PRODUCTS COMPANY, INC. 401(K)/ PROFIT SHARING PLAN | LINDSTROM MN | 982 | $26.2M | $45K |
