Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Global Investors Trust Company** Lifetime Hybrid income in their Schedule of Assets, totaling $4.2M 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 | $4.1M |
| 2 | COMMUNITY HEALTH ACCREDITATION PROGRAM COMMUNITY HEALTH ACCREDITATION PROGRAM 401(K) PLAN | ARLINGTON VA | 117 | $8.0M | $92K |
| 3 | STEWART AGENCY, INC. D/B/A EARL STEWART TOYOTA NORTH PALM BEACH |
LAKE PARK FL |
| 169 |
| $6.3M |
| $40K |
| 4 | STAFFORD-SMITH INC STAFFORD-SMITH, INC. RETIREMENT AND SALARY DEFERRAL PLAN | KALAMAZOO MI | 310 | $13.4M | $28K |
| 5 | PILATUS BUSINESS AIRCRAFT, LTD PILATUS BUSINESS AIRCRAFT, LTD 401(K) PLAN | BROOMFIELD CO | 354 | $31.4M | $6K |
