Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Financial Group LifeTime Hybrid Inc. Inst Fund in their Schedule of Assets, totaling $485K 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 | ST. DAVID'S CENTER DBA ST. DAVID'S CENTER CHILD & FAMILY DEVELOPMENT ST. DAVID'S CENTER 403(B) PLAN | MINNETONKA MN | 556 | $14.3M | $485K |
