Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Principal Lifetime Hybrid Income Fund in their Schedule of Assets, totaling $10K 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 | SUNENERGY1 LLC SUNENERGY1 LLC 401(K) PLAN | STAMFORD CT | 200 | $6.5M | $10K |
