Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Trust Company Principal LifeTime 2065 Institutional Fund N/R in their Schedule of Assets, totaling $1.2M 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 | GOOD SHEPHERD REHABILITATION NETWORK GOOD SHEPHERD RETIREMENT PLAN | ALLENTOWN PA | 2,152 | $179.2M | $1.2M |
