Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Inc. LifeTime Hybrid Income Fund in their Schedule of Assets, totaling $169K 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 | SAFER FOUNDATION SAFER FOUNDATION 403(B) SAVINGS PLAN | CHICAGO IL | 268 | $9.3M | $169K |
