Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Financial Group Principal LifeTime Hybrid 2030 Z in their Schedule of Assets, totaling $230K 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 | TEAMWORKS INNOVATIONS, INC. TEAMWORKS INNOVATIONS, INC. 401(K) PLAN | DURHAM NC | 368 | $15.8M | $230K |
