Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Collective investment trust Trust Company* Lifetime Hybrid Income in their Schedule of Assets, totaling $37.7M 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 | PRINCIPAL FINANCIAL GROUP, INC. THE PRINCIPAL SELECT SAVINGS PLAN | DES MOINES IA | 12,662 | $4.6B | $37.7M |
