Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Prin Lifetime Hybrid 2040 R6 in their Schedule of Assets, totaling $2.1M 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 | GOODWILL OF COLORADO GOODWILL OF COLORADO RETIREMENT SAVINGS 403(B) PLAN | COLORADO SPRINGS CO | 3,268 | $17.6M | $1.8M |
| 2 | WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS WOLF TRAP FOUNDATION 403(B) PLAN | VIENNA VA | 183 | $19.9M | $347K |
