Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Trust Company Lifetime 2015 R4 Fund in their Schedule of Assets, totaling $124K 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 | COMMUNITY CARE SERVICES COMMUNITY CARE SERVICES 403(B) PLAN | LINCOLN PARK MI | 83 | $3.4M | $124K |
