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 Company Lifetime Hybrid 2015 - in their Schedule of Assets, totaling $918K 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 | NATIONAL CARWASH SOLUTIONS NATIONAL CARWASH SOLUTIONS SAVINGS PLAN | GRIMES IA | 1,463 | $71.6M | $666K |
| 2 | COMMUNITY HEALTH ACCREDITATION PROGRAM COMMUNITY HEALTH ACCREDITATION PROGRAM 401(K) PLAN | ARLINGTON VA | 117 | $8.0M | $151K |
| 3 | STEWART AGENCY, INC. D/B/A EARL STEWART TOYOTA NORTH PALM BEACH |
LAKE PARK FL |
| 169 |
| $6.3M |
| $101K |
