Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Prin Lifetime Hybrid 2020 R6 in their Schedule of Assets, totaling $32.7M 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 | SEW-EURODRIVE, INC. SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN | LYMAN SC | 1,062 | $238.0M | $26.6M |
| 2 | MICHIGAN VIRTUAL UNIVERSITY MICHIGAN VIRTUAL UNIVERSITY 403(B) PLAN | LANSING MI | 359 | $24.0M | $1.7M |
| 3 | THE RABBI HARRY H. EPSTEIN SCHOOL, INC. |
ATLANTA GA |
| 164 |
| $20.8M |
| $1.6M |
| 4 | BATH COUNTY COMMUNITY HOSPITAL, INC. BATH COMMUNITY HOSPITAL EMPLOYEES 403(B) RETIREMENT PLAN | HOT SPRINGS VA | 232 | $14.4M | $1.4M |
| 5 | GASTON RESIDENTIAL SERVICES INC GASTON RESIDENTIAL SERVICES RETIREMENT PLAN | GASTONIA NC | 136 | $2.7M | $616K |
| 6 | THE VIRGINIA HOME 403(B) THRIFT PLAN FOR THE VIRGINIA HOME RICHMOND, VIRGINIA | RICHMOND VA | 263 | $10.6M | $378K |
| 7 | URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC. URBAN LEAGUE OF METROPOLITAN ST. LOUIS 403(B) PLAN | ST LOUIS MO | 295 | $2.3M | $316K |
| 8 | TETON VALLEY HEALTH CARE, INC. TETON VALLEY HEALTH CARE, INC. 403(B) PLAN | DRIGGS ID | 364 | $7.9M | $44K |
| 9 | UNITED WAY OF GREATER KANSAS CITY, INC. UNITED WAY OF GREATER KANSAS CITY, INC. 403(B) PLAN | KANSAS CITY MO | 76 | $7.5M | $26K |
| 10 | SOUTHERN INDIANA RESOURCE SOLUTIONS, INC. SIRS 403(B) PLAN | BOONVILLE IN | 132 | $2.4M | $19K |
