Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Trust Target 2040 Fund in their Schedule of Assets, totaling $3.5M 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 | BASKERVILL & SON, P.C. BASKERVILL & SON, P.C. PLAN FOR EMPLOYEE RETIREMENT | RICHMOND VA | 187 | $23.3M | $1.6M |
| 2 | STANDARD INTERNATIONAL, LLC STANDARD INTERNATIONAL, LLC 401(K) | NEW YORK NY | 556 | $13.4M | $960K |
| 3 | HOME RUN INN, INC. HOME RUN INN, INC. 401(K) PROFIT SHARING PLAN |
WOODRIDGE IL |
| 335 |
| $12.7M |
| $920K |
