Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Lifetime Strategic Income R3 Fund in their Schedule of Assets, totaling $506K 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 | BREAKING GROUND HDFC BREAKING GROUND 403(B) PLAN | NEW YORK NY | 921 | $19.5M | $293K |
| 2 | SINAI, SPECIAL NEEDS INSTITUTE SINAI SPECIAL NEEDS INSTITUTE 403(B) PLAN | PARAMUS NJ | 199 | $13.3M | $133K |
| 3 | UNITED HEBREW GERIATRIC CENTER UNITED HEBREW GERIATRIC CENTER EMPLOYEES RETIREMENT PLAN |
NEW ROCHELLE NY |
| 145 |
| $3.7M |
| $80K |
