Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Trust Company Prin Lifetime 2020 R3 Fund in their Schedule of Assets, totaling $832K 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 | C.C. YOUNG MEMORIAL HOME C.C. YOUNG RETIREMENT PLAN | DALLAS TX | 630 | $4.9M | $501K |
| 2 | PENNEY RETIREMENT COMMUNITY PENNEY RETIREMENT COMMUNITY 403(B) PLAN | PENNEY FARMS FL | 208 | $4.6M | $331K |
