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 2065 Fund R6 in their Schedule of Assets, totaling $394K 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 | CRISP SHARED SERVICES, INC. CRISP SHARED SERVICES, INC. 403(B) RETIREMENT READINESS PLAN | COLUMBIA MD | 192 | $7.5M | $394K |
