Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investments * Principal LifeTime Hybrid Income Fund Collective Investment Trust in their Schedule of Assets, totaling $465K 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 | CLK HR ACQUISITION, LLC CLK HR ACQUISITION, LLC 401(K) PROFIT SHARING PLAN | THOUSAND PALMS CA | 317 | $3.7M | $465K |
