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 Income Fund 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 | GREEN KEY OF DELAWARE LLC GREEN KEY 401(K) PLAN | NEW YORK NY | 292 | $20.8M | $56K |
| 2 | EMPLOYEE OWNED BRANDS, INC. EMPLOYEE OWNED BRANDS, INC. 401(K) PLAN | FAIRFIELD IA | 1,120 | $65.6M | $33K |
| 3 | REACH COMMUNITY DEVELOPMENT, INC. REACH COMMUNITY DEVELOPMENT, INC. 401(K) PLAN |
PORTLAND OR |
| 110 |
| $4.1M |
| $11K |
| 4 | TIDEWATER AREA CENTRAL HOSPITAL LAUNDRY, INC. T/A SHARED HOSPITAL SERV SHARED HOSPITAL SERVICES 401(K) RETIREMENT PLAN | PORTSMOUTH VA | 206 | $4.9M | $2K |
