Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Collective Trust Funds * Principal Global Investors Trust Company Principal Lifetime Hybrid Income in their Schedule of Assets, totaling $121K 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 | ECHO GLOBAL LOGISTICS, INC. ECHO GLOBAL LOGISTICS 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 2,566 | $199.3M | $121K |
