Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Global Investors Lifetime Hybrid Income Fund in their Schedule of Assets, totaling $443K 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 | VANGUARD FURNITURE CO., INC. VANGUARD FURNITURE CO., INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | CONOVER NC | 634 | $21.2M | $269K |
| 2 | JONAH ENERGY, LLC JONAH ENERGY 401(K) PLAN | DENVER CO | 154 | $47.5M | $175K |
