Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal LifeTime 2065 Fund Mutual fund in their Schedule of Assets, totaling $287K 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 | EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO, INC. EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 414 | $12.7M | $235K |
| 2 | POMPERAUG WOODS, INC. POMPERAUG WOODS, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX DEFERRED ANNUITY PLAN | SOUTHBURY CT | 172 | $3.2M | $44K |
| 3 | SPIRITT FAMILY SERVICES |
WHITTIER CA |
| 70 |
| $2.3M |
| $9K |
