Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Global Investors Trust Co. Principal Lifetime Hybrid Income in their Schedule of Assets, totaling $526K 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 | WILLIS CADILLAC, INC. WILLIS CADILLAC, INC. RETIREMENT PLAN | DES MOINES IA | 444 | $45.1M | $427K |
| 2 | NATIONAL NAIL CORP. NATIONAL NAIL CORP. 401(K) RETIREMENT AND SAVINGS PLAN | GRAND RAPIDS MI | 176 | $12.8M | $51K |
| 3 | GINSBURG DEVELOPMENT COMPANIES, LLC GINSBURG DEVELOPMENT COMPANIES LLC & AFFILIATES 401(K) PLAN |
VALHALLA NY |
| 162 |
| $10.7M |
| $42K |
| 4 | SPRING OAKS CAPITAL SPRING OAKS CAPITAL 401(K) PLAN | CHESAPEAKE VA | 290 | $4.1M | $7K |
