Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Principal Lifetime Hybrid 2020 Fund in their Schedule of Assets, totaling $65.7M 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 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES RETIREMENT PLAN | CORVALLIS OR | 5,269 | $320.6M | $40.5M |
| 2 | ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 625 | $87.6M | $6.1M |
| 3 | LOUIS DREYFUS COMPANY LLC |
WILTON CT |
| 1,115 |
| $287.0M |
| $5.7M |
| 4 | UNIVERSITY OF NORTHWESTERN - ST. PAUL UNIVERSITY OF NORTHWESTERN - ST. PAUL 403(B) PLAN | ST. PAUL MN | 844 | $69.5M | $2.5M |
| 5 | INTERDENT SERVICE CORPORATION INTERDENT SERVICE CORPORATION 401(K) PLAN | EL SEGUNDO CA | 1,742 | $100.1M | $2.0M |
| 6 | JUBILANT PHARMOVA HOLDINGS, INC. AND JUBILANT PHARMA HOLDINGS INC. AND SUBSIDIARIES 401(K) PLAN | YARDLEY PA | 1,721 | $147.1M | $1.9M |
| 7 | ACCANTO HEALTH, LLC ACCANTO HEALTH, LLC 401(K) PLAN | SAINT PAUL MN | 1,333 | $42.5M | $1.2M |
| 8 | NEW BELGIUM BREWING COMPANY, INC. NEW BELGIUM BREWING COMPANY, INC. 401(K) PLAN | FORT COLLINS CO | 1,334 | $197.1M | $1.1M |
| 9 | BINSWANGER ENTERPRISES, LLC BINSWANGER ENTERPRISES, LLC 401(K) PLAN | MEMPHIS TN | 570 | $22.4M | $987K |
| 10 | TMS GLOBAL 403(B) RETIREMENT PLAN TMS GLOBAL 403(B) RETIREMENT PLAN | NORCROSS GA | 121 | $6.8M | $729K |
