Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds, Inc. Principal LifeTime Hybrid Income Fund N/R in their Schedule of Assets, totaling $20K 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 | MEALS ON WHEELS SAN FRANCISCO MEALS ON WHEELS SAN FRANCISCO 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 161 | $3.8M | $20K |
