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 2040 Inst Fund N/A in their Schedule of Assets, totaling $2.3M 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 | PROSPERITY NOW PROSPERITY NOW RETIREMENT SAVINGS PLAN | WASHINGTON DC | 22 | $7.3M | $2.3M |
