Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Principal LifeTime Hybrid 2040 Instl in their Schedule of Assets, totaling $10.2M 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 | ENVIRONMENTAL DEFENSE FUND, INC. ENVIRONMENTAL DEFENSE FUND RETIREMENT SAVINGS PLAN | NEW YORK NY | 806 | $165.1M | $10.2M |
