Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PrincipalLifetime 2040 Mutual Fund in their Schedule of Assets, totaling $886K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNITY ACTION PARTNERSHIP OF RAMSEY AND WASHINGTON COUNTIES COMMUNITY ACTION PARTNERSHIP OF RAMSEY AND WASHINGTON COUNTIES TAX SHELTERED INVESTMENT PROGRAM 403(B) PLAN | SAINT PAUL MN | 353 | $15.5M | $886K |
