Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Target 2040 Fund in their Schedule of Assets, totaling $31.3M 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 | LIBERTY ENERGY SERVICES LLC LIBERTY ENERGY SERVICES 401(K) SAVINGS PLAN | DENVER CO | 5,161 | $341.5M | $26.8M |
| 2 | ODELL BREWING COMPANY ODELL BREWING COMPANY 401(K) PLAN | FORT COLLINS CO | 139 | $20.7M | $4.5M |
