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 Company Principal Lifetime Hybrid 2040 Fund - Z in their Schedule of Assets, totaling $731K 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 | STERLING DRIVE VENTURES, L.P. STERLING DRIVE VENTURES/RODON EMPLOYEES 401(K) PLAN | HATFIELD PA | 90 | $19.9M | $731K |
