Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Global Investors Principal Lifetime Hybrid Income in their Schedule of Assets, totaling $1.4M 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 | BILFINGER INC. BILFINGER INC. RETIREMENT PLAN | RESTON VA | 1,477 | $112.2M | $1.4M |
| 2 | DATACOR, INC. DATACOR, INC. 401(K) PLAN | FLORHAM PARK NJ | 275 | $51.7M | $80K |
