Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal** Principal Trust Target 2040 Fund in their Schedule of Assets, totaling $13.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALTHTRONICS GROUP, LP HEALTHTRONICS GROUP, LP 401(K) PLAN | ROUND ROCK TX | 274 | $50.4M | $7.1M |
| 2 | APPLIED CONTROL MANAGEMENT, INC. APPLIED CONTROL EQUIPMENT 401(K) PLAN | ENGLEWOOD CO | 228 | $35.1M | $3.4M |
| 3 | SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY 401(K) SAVINGS PLAN |
BRYAN OH |
| 523 |
| $35.7M |
| $2.8M |
