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 Strategic Income Fund in their Schedule of Assets, totaling $84K 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 | O'ROURKE BROS., INC. O'ROURKE BROS., INC. 401(K) PROFIT SHARING PLAN | DAVENPORT IA | 103 | $18.9M | $84K |
