Form 5500 Search

Principal Principal Lifetime 2035

U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.

Plans holding
3
Total parsed position
$1.7M
Data source
Schedule of Assets

Plans holding this fundranked by position size

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Position
1CHARTER BROKERAGE, LLC
CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN
NORWALK
CT
168$31.4M$930K
2MIDWEST REFRIGERATED SERVICES, INC.
MIDWEST REFRIGERATED 401(K) PLAN
ELKHORN
WI
379$15.7M$756K
3RECREATION CENTERS OF SUN CITY WEST INC.
RECREATION CENTERS OF SUN CITY WEST RETIREMENT PLAN
SUN CITY WEST
AZ
420$13.7M$2K