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 Strategic Income Fund in their Schedule of Assets, totaling $300K 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 | LGI SERVICES, LLC LGI SERVICES, LLC 403(B) PLAN | NEW YORK NY | 155 | $40.0M | $300K |
