Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal LifeTime 2065 Pooled separate accounts in their Schedule of Assets, totaling $201K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WHKS & CO WHKS & CO. SAVINGS PLAN | MASON CITY IA | 141 | $23.6M | $138K |
| 2 | BLUE DOT READI-MIX, LLC BLUE DOT READI-MIX, LLC 401(K) RETIREMENT PLAN | MINT HILL NC | 203 | $8.0M | $48K |
| 3 | CONVO COMMUNICATIONS LLC CONVO COMMUNICATIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST |
AUSTIN TX |
| 357 |
| $5.9M |
| $16K |
