Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Lifetime Strategic Income R5 Fund Mutual Fund in their Schedule of Assets, totaling $56K 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 | THE OSBORNE ASSOC INC EMPLOYEE BENEFITS PLAN OF THE OSBORNE ASSOCIATION, INC. | BRONX NY | 182 | $6.1M | $56K |
