Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Global Investors Trust Co. Principal Lifetime Hybrid Income Fund in their Schedule of Assets, totaling $4.3M 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 | AMERICAN BUSINESS FORMS, INC. AMERICAN SOLUTIONS FOR BUSINESS 401(K) PLAN | GLENWOOD MN | 1,031 | $53.8M | $2.6M |
| 2 | HOMEWOOD DISPOSAL SERVICE, INC. HOMEWOOD DISPOSAL SERVICE, INC. 401(K) PROFIT SHARING PLAN | HOMEWOOD IL | 667 | $61.6M | $1.6M |
| 3 | JTL LEASING FLP JTL LEASING FLP 401(K) PLAN |
DODGE CITY KS |
| 320 |
| $23.9M |
| $135K |
