Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Trust Co. Principal Lifetime Hybrid in their Schedule of Assets, totaling $102K 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 | REDPATH AND COMPANY, LTD. REDPATH AND COMPANY, LTD. 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 228 | $31.2M | $102K |
