Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Global Investors Trust Co. LifeTime Hybrid Income in their Schedule of Assets, totaling $5.8M 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 | ASURION LLC ASURION, LLC 401(K) PLAN | NASHVILLE TN | 8,305 | $733.3M | $4.2M |
| 2 | SOCIETY INSURANCE, A MUTUAL COMPANY SOCIETY INSURANCE 401(K) PROFIT SHARING PLAN | FOND DU LAC WI | 381 | $107.1M | $703K |
| 3 | PARR INSTRUMENT COMPANY PARR INSTRUMENT COMPANY 401(K) PLAN |
MOLINE IL |
| 95 |
| $31.2M |
| $622K |
| 4 | FIRST CITIZENS NATIONAL BANK FIRST CITIZENS NATIONAL BANK 401(K) PLAN | DYERSBURG TN | 277 | $36.9M | $147K |
| 5 | GINKGO BIOWORKS, INC. GINKGO 401(K) PLAN | BOSTON MA | 836 | $132.1M | $41K |
| 6 | ARKANSAS VALLEY REGIONAL MEDICAL CENTER ARKANSAS VALLEY REGIONAL MEDICAL CENTER 401K PLAN AND TRUST | LA JUNTA CO | 327 | $25.4M | $34K |
| 7 | DEVELEY USA DEVELEY USA 401(K) PLAN | DYERSBURG TN | 137 | $3.8M | $8K |
