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 Company** Lifetime Hybrid 2040 in their Schedule of Assets, totaling $6.4M 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 | PILATUS BUSINESS AIRCRAFT, LTD PILATUS BUSINESS AIRCRAFT, LTD 401(K) PLAN | BROOMFIELD CO | 354 | $31.4M | $4.1M |
| 2 | STAFFORD-SMITH INC STAFFORD-SMITH, INC. RETIREMENT AND SALARY DEFERRAL PLAN | KALAMAZOO MI | 310 | $13.4M | $1.1M |
| 3 | NATIONAL CARWASH SOLUTIONS |
GRIMES IA |
| 1,463 |
| $71.6M |
| $893K |
| 4 | STEWART AGENCY, INC. D/B/A EARL STEWART TOYOTA NORTH PALM BEACH EMPLOYEE BENEFIT PLAN OF STEWART AGENCY, INC. D/B/A EARL STEWART TOYOTA | LAKE PARK FL | 169 | $6.3M | $311K |
