Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Prin Lifetime Hybrid 2030 R6 in their Schedule of Assets, totaling $3.4M 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 | MICHIGAN VIRTUAL UNIVERSITY MICHIGAN VIRTUAL UNIVERSITY 403(B) PLAN | LANSING MI | 359 | $24.0M | $2.7M |
| 2 | THE VIRGINIA HOME 403(B) THRIFT PLAN FOR THE VIRGINIA HOME RICHMOND, VIRGINIA | RICHMOND VA | 263 | $10.6M | $319K |
| 3 | URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC. |
ST LOUIS MO |
| 295 |
| $2.3M |
| $137K |
| 4 | UNITED WAY OF GREATER KANSAS CITY, INC. UNITED WAY OF GREATER KANSAS CITY, INC. 403(B) PLAN | KANSAS CITY MO | 76 | $7.5M | $83K |
| 5 | BATH COUNTY COMMUNITY HOSPITAL, INC. BATH COMMUNITY HOSPITAL EMPLOYEES 403(B) RETIREMENT PLAN | HOT SPRINGS VA | 232 | $14.4M | $82K |
| 6 | SOUTHERN INDIANA RESOURCE SOLUTIONS, INC. SIRS 403(B) PLAN | BOONVILLE IN | 132 | $2.4M | $54K |
| 7 | SEW-EURODRIVE, INC. SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN | LYMAN SC | 1,062 | $238.0M | $37K |
| 8 | TETON VALLEY HEALTH CARE, INC. TETON VALLEY HEALTH CARE, INC. 403(B) PLAN | DRIGGS ID | 364 | $7.9M | $25K |
