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Funds & Managers search

Find plans by the funds they hold. Filter by recordkeeper, manager, fund or ticker, and target-date series.

Include pensions

23 plans hold Principal LifeTime Strategic Income Fund Institutional Class (PLSIX) (2 with $250K or more) - $3.4M in this fund - 0.7% of their plan investments - 401(k) and similar plans, pensions not included

Covers 71,410 large plans, most recent filing each (plan years 2024-2026 for all but 17). Updated Nov 6, 2026.

Holds Principal LifeTime Strategic Income Fund Institutional Class (PLSIX)

Filings through Oct 29, 2026.

10shown on this page

Plan	State			Recordkeeper	Top manager (% of fund $)		Funds
Bellevue University2025 filing - Bellevue University Defined Contribution Retirement Plan	NE	$103.1M	$1.0M	Principal	Principal 59%	0%	39
Rosenthal & Rosenthal Inc.2025 filing - Rosenthal & Rosenthal, Inc. Employee's Thrift Savi	NY	$65.9M	$665K	Principal	Principal 100%	0%	23
Neighborhood Health Clinics, Inc.2024 filing - Neighborhood Health Clinics, Inc. 403(b) Plan	IN	$5.1M	$219K	Principal	Principal 93%	0%	9
Container Graphics Corporation2025 filing - Container Graphics Corporation Retirement and Savings Plan	NC	$41.8M	$209K	Principal	Principal 65%	0%	19
Walsh Trucking Company Ltd2025 filing - Walsh Trucking Company Ltd 401(k) Retirement Salary Savings	OR	$14.5M	$203K	Principal	Principal 88%	0%	13
Plymold Inc.2025 filing - Plymold 401(k) Savings Plan	MN	$8.3M	$192K	Principal	Principal 80%	0%	9
Columbia Lutheran Charities Dba Columbia Memorial Hospital2025 filing - Columbia Memorial Hospital Tsa/Thrift Plan and Trust	OR	$35.2M	$152K	Principal	Principal 94%	0%	16
Hahn Automotive Warehouse, Inc.2025 filing - Hahn Automotive 401(k) Plan	NY	$29.4M	$148K	Principal	Principal 66%	0%	18
E Source Companies, LLC2025 filing - E Source 401(k) Plan	TX	$32.4M	$132K	Principal	Principal 70%	3%	19
Sdi Stores, LLC2025 filing - Sdi Stores, LLC 401(k) Plan	CT	$25.0M	$116K	Empower	Vanguard 28%	7%	15

See all 23 matching plans with Pro. Without an account, 10 of 23 plans are named. Pro names all 23. Free for 7 days, then $49 a month.

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Plan and sponsor names
Recordkeeper
Plan assets
Dollars held per plan

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Counts and dollar totals cover all 23.

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Funds & Managers search

Find plans by the funds they hold. Filter by recordkeeper, manager, fund or ticker, and target-date series.

Include pensions

Covers 71,410 large plans, most recent filing each (plan years 2024-2026 for all but 17). Updated Nov 6, 2026.

Holds Principal LifeTime Strategic Income Fund Institutional Class (PLSIX)

Filings through Oct 29, 2026.

10shown on this page

Plan	State			Recordkeeper	Top manager (% of fund $)		Funds
Bellevue University2025 filing - Bellevue University Defined Contribution Retirement Plan	NE	$103.1M	$1.0M	Principal	Principal 59%	0%	39
Rosenthal & Rosenthal Inc.2025 filing - Rosenthal & Rosenthal, Inc. Employee's Thrift Savi	NY	$65.9M	$665K	Principal	Principal 100%	0%	23
Neighborhood Health Clinics, Inc.2024 filing - Neighborhood Health Clinics, Inc. 403(b) Plan	IN	$5.1M	$219K	Principal	Principal 93%	0%	9
Container Graphics Corporation2025 filing - Container Graphics Corporation Retirement and Savings Plan	NC	$41.8M	$209K	Principal	Principal 65%	0%	19
Walsh Trucking Company Ltd2025 filing - Walsh Trucking Company Ltd 401(k) Retirement Salary Savings	OR	$14.5M	$203K	Principal	Principal 88%	0%	13
Plymold Inc.2025 filing - Plymold 401(k) Savings Plan	MN	$8.3M	$192K	Principal	Principal 80%	0%	9
Columbia Lutheran Charities Dba Columbia Memorial Hospital2025 filing - Columbia Memorial Hospital Tsa/Thrift Plan and Trust	OR	$35.2M	$152K	Principal	Principal 94%	0%	16
Hahn Automotive Warehouse, Inc.2025 filing - Hahn Automotive 401(k) Plan	NY	$29.4M	$148K	Principal	Principal 66%	0%	18
E Source Companies, LLC2025 filing - E Source 401(k) Plan	TX	$32.4M	$132K	Principal	Principal 70%	3%	19
Sdi Stores, LLC2025 filing - Sdi Stores, LLC 401(k) Plan	CT	$25.0M	$116K	Empower	Vanguard 28%	7%	15

See all 23 matching plans with Pro. Without an account, 10 of 23 plans are named. Pro names all 23. Free for 7 days, then $49 a month.

Pro unlocks:

Plan and sponsor names
Recordkeeper
Plan assets
Dollars held per plan

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Counts and dollar totals cover all 23.